USBA Operations - Advisor Support Representative

U.S. Bank • Cincinnati, OH

1d • Hybrid

About The Position

The USBA Advisor Support team is an internal support center serving U.S. Bancorp Advisors’ Wealth Management Advisor teams. Team members provide support to these Advisors, their partners, Associates, and sales leadership by researching requests, responding to and resolving issues, and fielding various questions related to operational processing of investment-related products and services. Team acts as liaison between back- and front-office and other staff. Supports all USBA Operations’ procedures and is proficient in navigating various systems. Team isolates and identifies source of problems, takes ownership of escalations and tracking through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements.

Requirements

• High school diploma or equivalent
• Typically five or more years of relevant work experience

Nice To Haves

• Thorough understanding of retail investment industry rules and regulations
• FINRA registrations (preferred, not required)
• Effective interpersonal, verbal and written communication skills
• Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
• Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues

Responsibilities

• Researching requests
• Responding to and resolving issues
• Fielding various questions related to operational processing of investment-related products and services
• Acting as liaison between back- and front-office and other staff
• Supporting all USBA Operations’ procedures
• Navigating various systems
• Isolating and identifying the source of problems
• Taking ownership of escalations and tracking through to fruition
• Timely follow-up with representatives to adhere to regulatory requirements and service level agreements

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED