Wealth Management Client Associate - Relationship & Growth Lead

U.S. Bank; Tampa (FL); In loco; USD 31.000 - 41.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Descrizione del lavoro

U.S. Bank seeks a capable administrative and client-service professional to support Investment Relationship Managers in handling sales, processing and client communications.

You will help organize meetings, prepare investment proposals, and manage routine correspondence in line with firm policy. The role involves business development activities such as meeting with prospects, engaging existing clients, and coordinating seminars and campaigns with internal teams.

Competenze

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years of investment industry experience preferred.
• FINRA SIE, Series 7, Series 63 and 65/66 registrations and life/variable life/health licenses required or preferred.

Mansioni

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Assist in business development by meeting with prospects and reviewing existing relationships.
• Plan and coordinate marketing campaigns and joint initiatives with internal departments.

Conoscenze

Strong communication

Organization

Problem solving

Relationship building

Prioritization

Follow-up

Formazione

High school diploma or equivalent

Bachelor's degree preferred

Strumenti

FINRA SIE

Series 7

Series 63/65/66

Life/variable life/health licenses

Descrizione del lavoro

U.S. Bank seeks a capable administrative and client-service professional to support Investment Relationship Managers in handling sales, processing and client communications.

You will help organize meetings, prepare investment proposals, and manage routine correspondence in line with firm policy. The role involves business development activities such as meeting with prospects, engaging existing clients, and coordinating seminars and campaigns with internal teams.