Wealth Management Investment Spec Assistant

About the role

This position is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. You will handle day-to-day client calls, answer questions, and resolve client problems, escalating items beyond specified authority to the assigned Investment Specialist. The role includes performing and monitoring account trades within delegated authority, preparing reports, proposals, and marketing materials for clients and prospects, and proactively identifying potential problems and compliance issues to ensure portfolio quality and compliance.

Responsibilities

• Act as the primary client contact for Wealth Management, supporting Portfolio Managers.
• Handle day-to-day client calls, answer questions, and resolve client problems; escalate issues beyond delegated authority to the assigned Investment Specialist.
• Perform and monitor account trades within delegated authority.
• Prepare reports, proposals, and marketing materials for clients and prospects.
• Proactively identify potential problems and compliance issues to ensure portfolio quality and compliance.
• Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Qualifications

Basic Qualifications: Typically an Associate's degree and/or five or more years of relevant experience.

Skills

• Advanced knowledge of departmental operations/policies and bank products/services.
• Effective interpersonal, verbal, and written communication skills.
• Excellent customer service skills.
• Ability to identify and resolve exceptions and interpret data.
• Ability to resolve complex problems with minimal guidance.
• Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications.
• Experience with department-specific systems preferred.

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.

Review our full benefits available by employment status here.

Pay

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. Pay range: $22.50 - $30.00 per hour.

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).