Wealth Management Support Specialist

U.S. Bank; Springfield (IL); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking an experienced support professional to assist Investment Relationship Managers in sales, processing, and client service. You will help prepare investment proposals, manage correspondence, and maintain organized client files in a fast-paced environment.

The role also involves coordinating business development efforts, meetings with prospects, and collaboration with internal teams to execute campaigns and seminars.

Qualifications

• High school diploma or equivalent (Bachelor's degree preferred).
• Five or more 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 required for eligibility.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.
• Prepare investment proposals/reviews and routine correspondence and organize paper flow per the firm’s record-keeping requirements.
• Maintain client files and supplies, answer phones, open and disseminate mail.
• Assist in business development by meeting with prospects, contacting existing clients to review relationships, and coordinating marketing campaigns.

Skills

Strong communication

Organizational skills

Problem solving

Prioritization

Relationship building

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

U.S. Bank is seeking an experienced support professional to assist Investment Relationship Managers in sales, processing, and client service. You will help prepare investment proposals, manage correspondence, and maintain organized client files in a fast-paced environment.

The role also involves coordinating business development efforts, meetings with prospects, and collaboration with internal teams to execute campaigns and seminars.