Wealth Management Client Services Specialist

Us Bank; Gresham (OR); On-site; USD 44,000 - 59,000; 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 is seeking a support professional to assist Financial Advisors with sales, processing and daily administrative tasks. You will help prepare investment proposals, manage client files, and coordinate meetings while supporting business development initiatives.

The role requires familiarity with brokerage processes, regulatory standards (FINRA) and strong organizational skills. A high school diploma is required; a Bachelor’s degree is preferred, and familiarity with Microsoft Office is

Qualifications

• FINRA SIE and securities licenses required or preferred
• Strong understanding of brokerage regulatory standards and compliance

Responsibilities

• Provide sales, processing, operational and customer service support to Financial Advisors
• Prepare investment proposals and routine correspondence
• Assist in business development and marketing campaigns
• Coordinate client meetings and maintain client files and records

Skills

FINRA SIE

Series 6/7

Licenses (Life/Disability/Health)

Customer service

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking a support professional to assist Financial Advisors with sales, processing and daily administrative tasks. You will help prepare investment proposals, manage client files, and coordinate meetings while supporting business development initiatives.

The role requires familiarity with brokerage processes, regulatory standards (FINRA) and strong organizational skills. A high school diploma is required; a Bachelor’s degree is preferred, and familiarity with Microsoft Office is