Wealth Connect Client Support Specialist

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

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.