Wealth Connect Client Associate

U.S. Bank; Hopkins (MN); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an experienced administrative professional to support a regional team of Wealth Connect Advisors. You will handle day‑to‑day sales, processing, and client service tasks, enabling advisors to focus on client engagement and asset growth.

The role emphasizes teamwork, documentation accuracy, regulatory compliance, and efficient service delivery across the region. Requires an associate degree and banking admin experience; strong MS Office and communication skills are a plus.

Qualifications

• Associate degree, or equivalent work experience.
• Five or more years of administrative support experience in a banking environment.
• Knowledge of brokerage operations, policies, procedures, and regulatory standards (FINRA, SEC, etc.).
• Strong organizational and analytical skills with attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Effective written and verbal communication with internal partners, advisors, and clients.
• Proficiency in Microsoft Office and the ability to quickly learn proprietary systems.

Responsibilities

• Provides day-to-day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors.
• Supports advisors collectively within a team-based coverage model and coordinates client appointments.
• Routes inbound inquiries and ensures timely, compliant service delivery across the region.
• Maintains accurate documentation and adherence to firm policies and regulatory requirements.

Skills

Administrative support experience

Regulatory knowledge (FINRA/SEC)

Organizational skills

Communication skills

Multitasking

Microsoft Office

Education

Associate degree or higher

Tools

Microsoft Office

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Provides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Enables advisors to focus on client engagement and asset growth by ensuring regional workflows, client administration, and business development activities are executed accurately, efficiently, and in compliance with applicable policies and regulatory requirements. Supports a team‑based advisory model and contributes to a consistent client experience across the region.

Primary Responsibilities

Provides day‑to‑day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors. Supports advisors collectively within a team‑based coverage model rather than being aligned to a single advisor. Coordinates and tracks client appointments and supports advisor‑directed client outreach and relationship reviews. Serves as first‑line support for inbound client inquiries and routes requests appropriately. Ensures accurate documentation and adherence to firm policies, procedures, and regulatory requirements. Manages and prioritizes requests across the region to ensure timely, consistent service delivery.

Basic Qualifications

• Associate degree, or equivalent work experience
• Five or more years of administrative support experience in a banking environment

Preferred Skills and Experience

• Knowledge of brokerage operations, policies, procedures, and regulatory standards (FINRA, SEC, etc.)
• Strong organizational and analytical skills with attention to detail
• Ability to manage multiple priorities and deadlines in a fast‑paced, production‑driven environment
• Effective written and verbal communication skills with internal partners, advisors, and clients
• Proficiency in Microsoft Office and the ability to quickly learn proprietary systems

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long‑term disability
• Pregnancy disability and parental leave
• 401(k) and employer‑funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

Equal Opportunity

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Salary Range

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $24.18 - $32.21

Background Checks

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Compliance

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what you excel at—all from Day One.