Wealth Management Client Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic and optional)

Short/long-term disability

Paid vacation

Retirement plan (401k)

Job summary

U.S. Bank is seeking a capable professional to support Investment Relationship Managers with sales, processing, and administrative duties. You will help prepare investment proposals, manage client files, and handle routine correspondence to ensure efficient operations.

You will also assist in business development by engaging with existing clients and coordinating seminars and campaigns with internal teams, maintaining strong regulatory and compliance awareness.

Qualifications

• Strong analytical skills with an emphasis on detail.
• Effective communication and organizational skills for day-to-day relationship management.
• Proficient with Microsoft Office applications and adaptable to proprietary software.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals/reviews and routine correspondence; maintain client files and paper flow.
• Assist in business development by meeting with prospects and coordinating campaigns and seminars.

Skills

Analytical skills

Communication skills

Microsoft Office

Education

High School Diploma or equivalent (Bachelor's degree preferred)

Tools

Microsoft Office

Job description

U.S. Bank is seeking a capable professional to support Investment Relationship Managers with sales, processing, and administrative duties. You will help prepare investment proposals, manage client files, and handle routine correspondence to ensure efficient operations.

You will also assist in business development by engaging with existing clients and coordinating seminars and campaigns with internal teams, maintaining strong regulatory and compliance awareness.