Wealth Management Client Support 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)

Paid vacation

Paid holidays

Job summary

U.S. Bank is looking for a dedicated professional to provide sales, processing, and administrative support to Financial Advisors. You will help schedule meetings, prepare investment materials, and maintain client files while ensuring compliance with regulatory standards.

In this role you’ll assist in business development, engage with existing clients and prospects, and coordinate campaigns with internal departments. Strong attention to detail and MS Office proficiency are essential.

Qualifications

• High school diploma (Bachelor's degree preferred)
• Two to four years investment industry experience preferred
• FINRA SIE, Series 6 or 7, 63 licenses and life/health/disability licenses required for incentives
• SIE at a minimum preferred

Responsibilities

• Provide sales, processing, operational and customer service support to Financial Advisors
• Make and track appointments, prepare investment proposals/reviews and routine correspondence
• Organize paper flow to meet firm record-keeping requirements
• Maintain client files and office supplies; answer phones and open mail
• Assist in business development by meeting with prospects and coordinating campaigns

Skills

Regulatory standards

Client relationships

Detail-oriented

Microsoft Office

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is looking for a dedicated professional to provide sales, processing, and administrative support to Financial Advisors. You will help schedule meetings, prepare investment materials, and maintain client files while ensuring compliance with regulatory standards.

In this role you’ll assist in business development, engage with existing clients and prospects, and coordinate campaigns with internal departments. Strong attention to detail and MS Office proficiency are essential.