Wealth Management Investment Support Specialist

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

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