Wealth Connect Client Support Specialist

Us Bank; Hopkins (MN); On-site; USD 3,331,000 - 4,437,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k) plan

Paid vacation

Job summary

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

The role emphasizes accuracy, regulatory compliance, and timely service delivery across the region. Prior banking experience and an associate degree are required, with preferred knowledge of brokerage operations and

Qualifications

• Associate degree or equivalent work experience.
• Five+ years of administrative support experience in a banking environment.
• Familiarity with brokerage operations, regulatory standards (FINRA, SEC, etc.) preferred.
• Proficiency in Microsoft Office and ability to learn proprietary systems.

Responsibilities

• Provide day-to-day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors.
• Coordinate and track client appointments and support advisor-directed client outreach and relationship reviews.
• Serve as first-line support for inbound client inquiries and route requests appropriately.
• Ensure accurate documentation and adherence to firm policies, procedures, and regulatory requirements.

Skills

Organizational skills

Analytical skills

Communication skills

Multitasking

Education

Associate degree or equivalent

Tools

Microsoft Office

Job description

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

The role emphasizes accuracy, regulatory compliance, and timely service delivery across the region. Prior banking experience and an associate degree are required, with preferred knowledge of brokerage operations and