Wealth Connect Client Associate

U.S. Bank•Hopkins, MN

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. This position provides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors. It enables advisors to focus on client engagement and asset growth by ensuring regional workflows, client administration, and business development activities are executed accurately, efficiently, and in compliance with applicable policies and regulatory requirements. The role supports a team‑based advisory model and contributes to a consistent client experience across the region.

Requirements

Associate degree, or equivalent work experience
Five or more years of administrative support experience in a banking environment

Nice To Haves

Knowledge of brokerage operations, policies, procedures, and regulatory standards (FINRA, SEC, etc.).
Strong organizational and analytical skills with attention to detail.
Ability to manage multiple priorities and deadlines in a fast‑paced, production‑driven environment.
Effective written and verbal communication skills with internal partners, advisors, and clients.
Proficiency in Microsoft Office and the ability to quickly learn proprietary systems.

Responsibilities

Provides day‑to‑day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors.
Supports advisors collectively within a team‑based coverage model rather than being aligned to a single advisor.
Coordinates and tracks client appointments and supports advisor‑directed client outreach and relationship reviews.
Serves as first‑line support for inbound client inquiries and routes requests appropriately.
Ensures accurate documentation and adherence to firm policies, procedures, and regulatory requirements.
Manages and prioritizes requests across the region to ensure timely, consistent service delivery.

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
incentive and recognition programs
equity stock purchase
pension