Brokerage Service Associate - U.S. Bancorp Investments - Operations

U.S. Bank • Saint Paul, MN

1d • $21 - $28 • Hybrid

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Inspire, excel and grow with us Learn to work directly with U.S. Bancorp Investments clients providing outstanding customer service in a supportive environment. Associates assist with account maintenance, website support, asset transfer, correspondence questions, and other general requests. FINRA licensed Associates process equity, option, mutual fund, and fixed income orders. Acts as a backup for U.S. Bancorp Investments Financial Advisors and makes warm introductions to the Wealth Management Advisory Service team as well as US Bank partners when appropriate. U.S. Bancorp Investments is an excellent choice to start or grow your career in the financial services industry. Our home office is conveniently located just across the river from downtown St. Paul, MN and offers a hybrid working model to maintain a positive work/life balance. Take advantage of programs to obtain FINRA registrations (SIE, Series 7 and Series 63) to expand your industry knowledge and increase compensation. Benefit from numerous development and internal advancement opportunities to kickstart or take your career to another level. Explore what’s possible by visiting Careers at U.S. Bank | Find a Career (usbank.com) to see “Who we are” and “What we offer” then take the next step to join our team!

Requirements

• High school diploma or equivalent
• Typically three to five years of relevant work experience
• Reliable
• Passionate about customer service
• Strong phone and interpersonal skills
• Detail oriented and ability to follow procedures while working independently
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Nice To Haves

• Contact Center experience
• Previous banking or financial services experience
• FINRA registrations – SIE, Series 7 & Series 63 or strong desire to become FINRA licensed
• College degree in Finance, Economics or Business

Responsibilities

• Assist with account maintenance
• Provide website support
• Process asset transfers
• Answer correspondence questions
• Process equity, option, mutual fund, and fixed income orders
• Act as a backup for U.S. Bancorp Investments Financial Advisors
• Make warm introductions to the Wealth Management Advisory Service team as well as US Bank partners when appropriate.

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: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees