Wealth Management Associate — Affluent Client Services

Us Bank; North Little Rock (AR); On-site; USD 27,552 - 30,307; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

11 paid holidays

Job summary

U.S. Bank in North Little Rock, AR is seeking a Financial Services Associate to provide sales, processing, operational and customer service support to Financial Advisors and their investment sales team.

You will assist with business development, respond to customer needs within regulatory limits, and maintain high service standards. Strong communication and proficiency with Microsoft Office are essential; licensing requirements may apply.

Qualifications

• High school diploma or equivalent.
• 2–4 years of investment industry experience.
• Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses.

Responsibilities

• Provides sales, processing, operational, administrative and customer service support to Financial Advisors (FA) of U S Bancorp Investment Sales.
• Supports business development process through responsive sales activities to meeting existing customer needs.
• Researches and responds to customer needs within regulatory limits.

Skills

Customer service

Multitasking

MS Office

Communication

Education

High school diploma

Tools

Microsoft Office

Job description

U.S. Bank in North Little Rock, AR is seeking a Financial Services Associate to provide sales, processing, operational and customer service support to Financial Advisors and their investment sales team.

You will assist with business development, respond to customer needs within regulatory limits, and maintain high service standards. Strong communication and proficiency with Microsoft Office are essential; licensing requirements may apply.