Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Support Specialist

U.S. Bank

U.S. Bank is seeking a customer-focused support professional to assist Financial Advisors at U.S. Bancorp Advisors. You will handle sales support, client communications, appointment coordination and file maintenance to ensure smooth brokerage operations. Ideal candidates will have FINRA SIE/Series licenses, 2–4 years in the investment industry, and strong knowledge of MS Office and brokerage processes to help drive client relationships and regulatory compliance. #J-18808-Ljbffr U.S. Bank

Vacancy posted more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Support Specialist. Be the first to apply!