Wealth Management Support Associate

U.S. Bank; Maple Grove (MN); On-site; USD 44,000 - 59,000; Full time

Benefits offered by this job

Healthcare

Paid vacation

401(k) retirement plan

Paid holidays

Job summary

U.S. Bank is seeking a detail-oriented associate to provide sales, administrative and client service support to Investment Relationship Managers. You will handle appointment logistics, prepare investment proposals and maintain client files in accordance with firm requirements.

The role emphasizes collaboration with internal departments, compliance with regulatory standards, and contributing to business development efforts while maintaining high accuracy and organization.

Qualifications

• Two to four years of investment industry experience preferred.
• Bachelor's degree preferred.
• SIE at a minimum preferred; FINRA licenses desirable.

Responsibilities

• Provide sales, processing, operational and customer service support to Investment Relationship Managers.
• Assist in preparing investment proposals, reviews and routine correspondence.
• Organize client files and maintain documentation per firm requirements.
• Support business development activities and coordinate marketing campaigns.

Skills

Investment experience

Client relationship management

Regulatory compliance

Sales experience

Operations knowledge

Microsoft Office

Education

Bachelor's degree preferred

FINRA SIE (preferred)

Series 6 or 7, 63 licenses desirable

Tools

Microsoft Office

Job description

U.S. Bank is seeking a detail-oriented associate to provide sales, administrative and client service support to Investment Relationship Managers. You will handle appointment logistics, prepare investment proposals and maintain client files in accordance with firm requirements.

The role emphasizes collaboration with internal departments, compliance with regulatory standards, and contributing to business development efforts while maintaining high accuracy and organization.