Wealth Management Client Advisor & Ops

U.S. Bank; Rio Rancho (NM); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short/long-term disability

401(k) and retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an Investment Relationship Support professional to provide sales, processing, operational and administrative support to Investment Relationship Managers.

You will schedule meetings, prepare investment proposals and routine correspondence, organize paper flow, and maintain client files in accordance with firm policies. You will also assist in business development by engaging with existing clients, coordinating campaigns, and collaborating with internal teams on new

Qualifications

• High school diploma or equivalent (Bachelor's degree preferred)
• Five or more years of investment industry experience preferred
• FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses

Responsibilities

• Make and track appointments for Investment Relationship Managers
• Prepare investment proposals, reviews and routine correspondence
• Organize paper flow and maintain client files per firm policy
• Answer phones and disseminate mail
• Assist in business development: meet prospects and coordinate campaigns, collaborate with internal departments

Skills

Financial services knowledge

Regulatory compliance

Communication skills

Relationship building

Administrative support

Education

High school diploma

Bachelor's degree preferred

Job description

U.S. Bank is seeking an Investment Relationship Support professional to provide sales, processing, operational and administrative support to Investment Relationship Managers.

You will schedule meetings, prepare investment proposals and routine correspondence, organize paper flow, and maintain client files in accordance with firm policies. You will also assist in business development by engaging with existing clients, coordinating campaigns, and collaborating with internal teams on new