Wealth Management Client Associate

U.S. Bank•Bellevue, WA

13d•$24 - $32

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 Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Investment Relationship Managers such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.

Requirements

High school diploma or equivalent (Bachelor's degree preferred)
Two to four years of investment industry experience preferred
To be eligible for business incentives, must have FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses

Nice To Haves

Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met
Ability to contact and profile existing clients, leads, and prospects
Prior sales and service experience relating to Brokerage and Investment Advisory business is preferred
Proven understanding of operations, policies, procedures, regulations and compliance requirements
Strong analytical skills with an emphasis on detail
Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy
Effective communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners
Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software

Responsibilities

Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.
Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail.
Assists in business development at the direction of the Investment Relationship Managers such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.

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
In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).