Wealth Management Client Advisor

Usbank; Arvada (CO); Presencial; USD 29 000 - 39 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare

401(k)

Paid vacation

Resumo da oferta

U.S. Bank is seeking an Investment Support role in Colorado to provide sales, processing and administrative support to Investment Relationship Managers. Responsibilities include scheduling, preparing proposals, maintaining client files and assisting in business development efforts.

The position requires knowledge of the financial services industry, FINRA registrations, and strong communication and organizational skills. On-site with benefits including healthcare and 401(k).

Qualificações

• Experience in investment industry preferred.
• Strong communication and organizational skills.
• Familiarity with FINRA and SEC regulatory standards is beneficial.

Responsabilidades

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals and routine correspondence; manage client files and mail.
• Assist in business development by coordinating meetings and seminars with internal teams.

Formação académica

High school diploma or equivalent

Bachelor's degree preferred

Descrição da oferta de emprego

U.S. Bank is seeking an Investment Support role in Colorado to provide sales, processing and administrative support to Investment Relationship Managers. Responsibilities include scheduling, preparing proposals, maintaining client files and assisting in business development efforts.

The position requires knowledge of the financial services industry, FINRA registrations, and strong communication and organizational skills. On-site with benefits including healthcare and 401(k).