Wealth Management Client Associate - Growth & Service

U.S. Bank; Rio Rancho, Northern (NM, KY); Hybrid; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Wealth Management Client Associate to support Investment Relationship Managers with sales, processing and client service needs in multiple locations (Rio Rancho, NM and Arvada, CO).

You will prepare proposals, manage paperwork, and assist in marketing initiatives while ensuring compliance with regulatory requirements. The role requires strong organization, communication and relationship-building skills, with a focus on supporting the wealth management business model and

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years investment industry experience preferred.
• FINRA registrations and life/health/disability licenses as listed.

Responsibilities

• Provide sales, processing, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals and routine correspondence; organize client files.
• Assist in business development and coordinate marketing activities.

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

FINRA registrations and life/health licenses

Job description

U.S. Bank seeks a Wealth Management Client Associate to support Investment Relationship Managers with sales, processing and client service needs in multiple locations (Rio Rancho, NM and Arvada, CO).

You will prepare proposals, manage paperwork, and assist in marketing initiatives while ensuring compliance with regulatory requirements. The role requires strong organization, communication and relationship-building skills, with a focus on supporting the wealth management business model and