Wealth Management Client Advisor & Portfolio Support

Us Bank; Cincinnati (OH); On-site; USD 30,000 - 41,000; Full time

Job summary

U.S. Bank is seeking a service and support representative for Wealth Management to serve as the client contact for Portfolio Managers. You will handle day-to-day client calls, answer questions, resolve issues, and escalate when needed.

The role involves processing account trades within delegated authority and preparing reports and marketing materials for clients and prospects. You will develop knowledge of the assigned area through frequent client contact and execution of standard procedures,

Qualifications

• Typically an Associate's degree and/or five or more years of relevant experience.

Responsibilities

• Handle day-to-day client calls and questions as the primary contact for Wealth Management.
• Resolve client problems and escalate items beyond delegated authority to Investment Specialist.
• Monitor and process account trades within delegated authority.
• Prepare reports, proposals, and marketing materials for clients and prospects.
• Develop knowledge of assigned area and accounts through frequent client contact.

Skills

Operations knowledge

Bank products

Communication skills

Customer service

Data interpretation

Problem solving

MS Office

Department systems

Education

Associate's degree

Job description

U.S. Bank is seeking a service and support representative for Wealth Management to serve as the client contact for Portfolio Managers. You will handle day-to-day client calls, answer questions, resolve issues, and escalate when needed.

The role involves processing account trades within delegated authority and preparing reports and marketing materials for clients and prospects. You will develop knowledge of the assigned area through frequent client contact and execution of standard procedures,