Client Sales and Support Associate

U.S. Bank • San Francisco, CA

5d • 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 U.S. Bancorp Asset Management is seeking a highly organized and service‑oriented Client Sales and Support Specialist to join our institutional investment advisory platform. This role supports the delivery of a high‑quality client experience through coordination of meetings and events, administrative and compliance support, and partnership with project managers and senior leaders across the firm. The Client Sales and Support Specialist works closely with internal stakeholders and external partners to ensure client engagements, conferences, and office operations are executed with professionalism, attention to detail, and adherence to firm standards. The successful candidate will demonstrate strong prioritization skills, sound judgment, and the ability to manage multiple deadlines in a regulated, client‑facing environment.

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically three to five years of relevant experience

Nice To Haves

• Experience providing administrative, client service, risk, insurance, or related support within a corporate or professional services environment.
• Strong organizational and project management skills, with the ability to manage multiple priorities and meet deadlines in a fast‑paced setting.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Adobe products is a plus.
• Excellent written and verbal communication skills, with the ability to interact professionally and effectively with internal partners and external clients.
• High attention to detail, strong proofreading skills, and a demonstrated commitment to accuracy and professionalism.
• Ability to lift and move packages as needed in support of conferences and office‑related activities.
• Experience supporting regulated or compliance‑sensitive environments, preferably within financial services or institutional investment management.
• Familiarity with governance support, event planning, and client service platforms.
• Demonstrated ability to work collaboratively across functional teams, exercising sound judgment and discretion with minimal supervision.
• Proactive, solutions‑oriented mindset with the ability to anticipate needs and operate independently.
• Proven experience delivering high‑quality customer service while managing sensitive or complex matters.
• Experience using Salesforce.

Responsibilities

• Serve as a support coordinator for client pool boards, providing governance and administrative support including meeting coordination, minute‑taking, documentation management, and regulatory or compliance support.
• Coordinate end‑to-end logistics for client meetings, conferences, and related events, including sponsorship management, travel and accommodations, materials shipping, on‑site support, and hosted client dinners, with a strong focus on service quality and compliance.
• Provide administrative and logistical support to people leaders and executives, including calendaring, travel arrangements, hotel bookings, and meeting coordination.
• Support client communications by scheduling portfolio reviews, tracking inquiries, and ensuring timely, accurate follow‑up.
• Maintain compliance documentation, manage contracts, and process expense reports accurately and in accordance with firm policies.
• Act as a liaison between the firm’s risk (insurance) team and client risk teams to support effective communication and alignment.
• Provide support for office operations as needed, including mail distribution, supply ordering, and meeting setup, to ensure a professional workplace experience.

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
• Number of Employees: 5,001-10,000 employees