Wealth Operations & Client Support Associate

U.S. Bank; Hopkins, Northern (MN, KY); Hybrid; USD 33,000 - 44,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan

Paid vacation

Sick leave

Job summary

U.S. Bank seeks an experienced administrative professional to support a regional team of Wealth Connect Advisors. You will handle day-to-day sales, processing, and client service tasks, helping advisors focus on engagement and asset growth.

Responsibilities include coordinating appointments, routing inquiries, and ensuring compliant documentation across the region. The role requires strong organization, communication, and proficiency in Microsoft Office.

Qualifications

• Associate degree or equivalent work experience.
• Five+ years of administrative support experience in a banking environment.
• Knowledge of brokerage operations, policies, procedures, and regulatory standards is a plus.
• Strong organizational and analytical skills with attention to detail.

Responsibilities

• Provide day-to-day sales, processing, operational, and administrative support to a regional team.
• Coordinate and track client appointments and outreach.
• Serve as first-line contact for inbound client inquiries and route requests.
• Ensure documentation and activities adhere to firm policies and regulatory requirements.

Skills

Administrative support

Banking experience

Customer service

Microsoft Office

Communication skills

Education

Associate degree

Tools

Microsoft Office

Job description

U.S. Bank seeks an experienced administrative professional to support a regional team of Wealth Connect Advisors. You will handle day-to-day sales, processing, and client service tasks, helping advisors focus on engagement and asset growth.

Responsibilities include coordinating appointments, routing inquiries, and ensuring compliant documentation across the region. The role requires strong organization, communication, and proficiency in Microsoft Office.