Wealth Management Associate: Client Investments & Support

Us Bank; Circle Pines (MN); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking an Investment Relationship Support specialist to assist Investment Relationship Managers with sales, processing, and client servicing. You will help prepare investment proposals, manage schedules, and maintain compliant records to support growth.

Strong communication, accuracy, and knowledge of brokerage operations are essential; familiarity with FINRA/SEC standards and MS Office is a plus, with opportunities to advance within a collaborative team.

Qualifications

• High school diploma or equivalent; Bachelor's preferred.
• 2–4 years investment industry experience preferred.
• To be eligible for business incentives, must have FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses.
• SIE at a minimum preferred.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Assist in business development: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
• Maintain client files and supplies, organize paper flow in adherence to record-keeping requirements.
• Answer phones and opening and disseminating mail.
• Coordinate with internal departments to discuss joint business initiatives.

Skills

Regulatory standards

Client profiling

Brokerage sales

Operations knowledge

Communication skills

Microsoft Office

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking an Investment Relationship Support specialist to assist Investment Relationship Managers with sales, processing, and client servicing. You will help prepare investment proposals, manage schedules, and maintain compliant records to support growth.

Strong communication, accuracy, and knowledge of brokerage operations are essential; familiarity with FINRA/SEC standards and MS Office is a plus, with opportunities to advance within a collaborative team.