Wealth Management Operations & Process Improvement Specialist

US Bank; Glendale (CA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Healthcare

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Business Operations Specialist to support investment and brokerage account operations within the Wealth Management team.

You will review account requests, perform quality control, maintain data accuracy, and resolve issues while identifying efficiency improvements across processes. The role emphasizes analytical thinking, attention to detail, and the ability to contribute to technology and procedural enhancements, with opportunities to learn and advance within a large

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically two or more years of related experience.
• Experience in financial services, banking, investments and brokerage operations.
• Knowledge of investment and brokerage products, including brokerage accounts, IRAs, and other retirement accounts.
• Experience reviewing financial documentation, processing account updates, or conducting operational quality-control reviews.
• Ability to analyze business needs, workflows, and processes and recommend practical solutions.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to identify, research, resolve, and appropriately elevate operational issues.
• Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines.
• Strong customer service and relationship-management skills.
• Effective verbal, written, and presentation skills.
• Strong data-entry capabilities.
• Proficiency with Microsoft Office applications and the ability to learn and navigate multiple financial and operational systems.
• Ability to work independently while collaborating effectively as part of an operational or project team.

Responsibilities

• Support investment and brokerage account operations with US Bancorp Advisors Wealth Management team.
• Review and process account requests, perform quality control, maintain account information, and resolve operational issues.
• Evaluate existing processes and systems, identify opportunities to improve workflow and operating efficiency.
• Support technology and procedural enhancements, and participate in testing and implementation activities.

Skills

Financial services experience

Investment and brokerage products

Analytical problem-solving

Customer service

Verbal and written communication

Data-entry capabilities

Microsoft Office proficiency

Independent yet collaborative

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Business Operations Specialist to support investment and brokerage account operations within the Wealth Management team.

You will review account requests, perform quality control, maintain data accuracy, and resolve issues while identifying efficiency improvements across processes. The role emphasizes analytical thinking, attention to detail, and the ability to contribute to technology and procedural enhancements, with opportunities to learn and advance within a large