Wealth Management Client Specialist

U.S. Bank; Hillsboro (OR); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Disability insurance

Adoption assistance

Parental leave

Job summary

U.S. Bank is seeking a capable professional to provide sales, processing, operational, administrative and customer service support to Financial Advisors. You will prepare investment proposals, maintain client files, organize papers, and assist in business development and seminars.

Ideal candidates have 2–4 years in investment services, FINRA SIE and Series 6/7, 63 licenses, plus life/health/disability licenses. Strong Office skills and regulatory awareness are essential for success.

Qualifications

• High school diploma or equivalent; bachelor's degree preferred.
• 2–4 years of investment industry experience preferred.
• FINRA SIE, Series 6 or 7, 63 registrations and life/health/disability licenses preferred.
• SIE at a minimum preferred.

Responsibilities

• Provides sales, processing, operational, administrative and customer service support to Financial Advisors.
• Performs administrative duties such as scheduling, preparing investment proposals/reviews, and routine correspondence.
• Organizes paper flow to meet the firm’s record-keeping requirements; maintains client files and supplies.
• Answers phones, opens and disseminates mail; assists in business development with prospects.
• Coordinates marketing campaigns and meetings with internal departments on joint initiatives.

Skills

Analytical skills

Communication skills

Organizational skills

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Proprietary brokerage software

Job description

U.S. Bank is seeking a capable professional to provide sales, processing, operational, administrative and customer service support to Financial Advisors. You will prepare investment proposals, maintain client files, organize papers, and assist in business development and seminars.

Ideal candidates have 2–4 years in investment services, FINRA SIE and Series 6/7, 63 licenses, plus life/health/disability licenses. Strong Office skills and regulatory awareness are essential for success.