Wealth Management Client Advisor & Portfolio Support
U.S. Bank
U.S. Bank is seeking a service and support representative for Wealth Management to serve as the client contact for Portfolio Managers. You will handle day-to-day client calls, answer questions, resolve issues, and escalate when needed. The role involves processing account trades within delegated authority and preparing reports and marketing materials for clients and prospects. You will develop knowledge of the assigned area through frequent client contact and execution of standard procedures, #J-18808-Ljbffr Us Bank
Vacancy posted 4 days ago
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