Wealth Management Client Advocate

US Bank; Oregon City (OR); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Oregon City, OR is seeking a support professional to assist Investment Relationship Managers within U.S. Bancorp Investment Sales.

You will provide sales, processing, operational, administrative and customer service support, including preparing investment proposals, organizing client files, and coordinating business development activities. The role requires knowledge of the financial services industry, familiarity with FINRA/SEC standards, and strong communication and organizational

Qualifications

• Knowledge of financial services industry, especially investment advisory and brokerages
• Familiarity with FINRA/SEC regulatory standards and internal procedures
• Understanding Wealth Management Advisor's business model and sales process
• Strong communication, organization and relationship-building skills

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals, reviews and routine correspondence; organize client files and maintain records.
• Assist in business development: meet prospects, coordinate marketing campaigns, and collaborate with internal departments.

Job description

U.S. Bank in Oregon City, OR is seeking a support professional to assist Investment Relationship Managers within U.S. Bancorp Investment Sales.

You will provide sales, processing, operational, administrative and customer service support, including preparing investment proposals, organizing client files, and coordinating business development activities. The role requires knowledge of the financial services industry, familiarity with FINRA/SEC standards, and strong communication and organizational