Wealth Management Operations & Process Specialist

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Retirement plan

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 and process account requests, perform quality control, maintain account information, and resolve operational issues.

The role requires strong attention to detail, analytical thinking, and the ability to work across multiple projects. Proficiency with MS Office is expected, with opportunities to contribute to process improvements and

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.

Responsibilities

• Review and process account requests.
• Perform quality control on account information.
• Maintain account information and resolve operational issues.
• Evaluate processes and systems to improve workflow and efficiency.
• Support testing and implementation activities.
• Collaborate with wealth management team to ensure compliance and accuracy.

Skills

Financial services experience

Investment products knowledge

Operational quality control

Analytical thinking

Problem-solving

Data entry

MS Office proficiency

Education

Bachelor’s degree or equivalent work experience

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 and process account requests, perform quality control, maintain account information, and resolve operational issues.

The role requires strong attention to detail, analytical thinking, and the ability to work across multiple projects. Proficiency with MS Office is expected, with opportunities to contribute to process improvements and