Wealth Management Investment Spec Assistant

Us Bank; Tempe (AZ); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term and optional term life ins.

Short-term and long-term disability

Pregnancy disability and parentalleave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals

Job summary

U.S. Bank is seeking a service and support representative within Wealth Management to serve as the client contact for Portfolio Managers. You will handle daily client calls, answer questions, and resolve issues within delegated authority while escalating complex items to Investment Specialists.

This role requires strong communication, problem-solving, and proficiency with Microsoft Office. You will prepare reports, proposals, and marketing materials for clients and prospects, ensuring compliance

Qualifications

• Typically an Associate's degree and/or five or more years of relevant experience.
• Experience with bank products/services is preferred.
• Strong written and verbal communication skills.

Responsibilities

• Handle day-to-day client calls and answer questions within delegated authority.
• Resolve client problems and escalate items beyond authority to Investment Specialist.
• Perform and monitor account trades within delegated authority.
• Prepare reports, proposals, and marketing materials for clients and prospects.
• Identify potential compliance issues and maintain portfolio quality.

Skills

Advanced knowledge of departmental ops

Interpersonal communication

Written communication

Customer service

Identify exceptions and interpret data

Problem solving with minimal guidance

MS Office proficiency

Department-specific systems experience

Education

Associate's degree

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

This position is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls, answers questions, and resolves client problems, escalating items beyond specified authority to the assigned Investment Specialist. Performs and monitors account trades within delegated authority. Prepares reports, proposals, and marketing materials for clients and prospects. Works proactively to identify potential problems and compliance issues to ensure quality of the portfolio and compliance. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Basic Qualifications

• Typically an Associate's degree and/or five or more years of relevant experience

Preferred Skills/Experience

• Advanced knowledge of departmental operations/policies and bank products/services
• Effective interpersonal, verbal and written communication skills
• Excellent customer service skills
• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Experience with department-specific systems preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.