Wealth Management Support Specialist

Us Bank; Chicago (IL); On-site; USD 34,000 - 47,000; Full time

Job summary

U.S. Bank is seeking a detail-oriented professional to provide sales, processing, operational and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.

You will assist with meetings, proposals, and client communications while ensuring regulatory compliance and accurate record-keeping. Responsibilities include scheduling appointments, preparing investment proposals, maintaining client files, answering calls, and supporting business development initiatives

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years of investment industry experience preferred.
• FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses.
• Strong knowledge of financial services, regulatory standards and brokerage industry.
• Excellent communication, organization and relationship-building skills.

Responsibilities

• Provide sales, processing, operational and customer service support to Investment Relationship Managers.
• Schedule appointments, prepare investment proposals and routine correspondence.
• Maintain client files and paper flow, ensure firm record-keeping compliance.
• Assist in business development with meetings, prospect outreach and campaigns.
• Coordinate with internal departments on joint initiatives.

Skills

Communication

Organization

Problem solving

Relationship building

Attention to detail

Education

Bachelor's degree preferred

High school diploma or equivalent

Job description

U.S. Bank is seeking a detail-oriented professional to provide sales, processing, operational and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.

You will assist with meetings, proposals, and client communications while ensuring regulatory compliance and accurate record-keeping. Responsibilities include scheduling appointments, preparing investment proposals, maintaining client files, answering calls, and supporting business development initiatives