Wealth Management Support Specialist

U.S. Bank; Town of Springfield (WI); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Sick leave

Job summary

U.S. Bank is seeking a capable support professional to assist Investment Relationship Managers with sales, processing, and administrative tasks. You will organize client files, prepare investment proposals and correspondence, and help coordinate business development activities.

The role requires strong communication, organization, and regulatory awareness, with a background in investment services and a willingness to collaborate across teams.

Qualifications

• Strong knowledge of the financial services industry and regulatory requirements.
• Experience with brokerage industry policies and FINRA/SEC standards.
• Solid communication, organization and problem-solving skills.

Responsibilities

• Provide sales, processing, operational and customer service support to Investment Relationship Managers.
• Prepare investment proposals and routine correspondence; manage paper flow and client files.
• Assist in business development and coordination of marketing campaigns and joint initiatives.

Skills

Communication

Organization

Problem-solving

Prioritization

Relationship building

Education

Bachelor’s degree preferred

High school diploma or equivalent

Job description

U.S. Bank is seeking a capable support professional to assist Investment Relationship Managers with sales, processing, and administrative tasks. You will organize client files, prepare investment proposals and correspondence, and help coordinate business development activities.

The role requires strong communication, organization, and regulatory awareness, with a background in investment services and a willingness to collaborate across teams.