Wealth Management Portfolio Advisor

U.S. Bank; Tempe (AZ); On-site; USD 64,472,000 - 85,962,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a service and support representative for Wealth Management to serve as the client contact for Portfolio Managers.

You will handle daily client calls, answer questions, resolve problems, and escalate issues as needed while supporting trade execution and reporting. The role requires strong customer service, communication, and data interpretation skills, with experience in MS Office and bank products.

Qualifications

• Typically an Associate's degree and/or five or more years of relevant experience.
• Excellent customer service skills.
• Effective interpersonal, verbal and written communication.
• Ability to identify and resolve exceptions and to interpret data.

Responsibilities

• Handle day-to-day client calls within Wealth Management.
• Answer questions and resolve client problems, escalating as needed.
• Execute trades within delegated authority and prepare client reports.
• Develop reports, proposals and marketing materials for clients and prospects.
• Ensure compliance and identify potential issues with portfolio quality.

Skills

Customer service

Interpersonal communication

Problem resolution

Microsoft Office

Data interpretation

Team collaboration

Education

Associate's degree

Tools

Department-specific systems

Microsoft Office

Job description

U.S. Bank is seeking a service and support representative for Wealth Management to serve as the client contact for Portfolio Managers.

You will handle daily client calls, answer questions, resolve problems, and escalate issues as needed while supporting trade execution and reporting. The role requires strong customer service, communication, and data interpretation skills, with experience in MS Office and bank products.