Wealth Management Client Associate

US Bank; Oregon City (OR); Presencial; USD 33.000 - 44.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Descripción de la vacante

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

Formación

• 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

Responsabilidades

• 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.

Descripción del empleo

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Investment Relationship Managers such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.

Basic 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

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Preferred Skills/Experience

• Strong knowledge of the financial services industry, specifically with investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements
• Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met
• Has a deep understanding of the Wealth Management Advisor's business model, needs and key drivers as well as the sales process
• Considerable knowledge of internal administrative, compliance and operational procedures
• Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills

Benefits

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $24.18 - $32.21

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).