Wealth Connect Specialist Assistant
$24.18 - $32.21 per hourU.S. Bancorp
Service And Support Representative
This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
Basic Qualifications- Associate degree, or equivalent work experience- Five or more years of administrative support experience in a banking environmentPreferred Skills/Experience- Superior knowledge of departmental operations/policies and bank products/services- Excellent interpersonal, verbal and written communication skills- Exceptional customer service skills- Ability to identify and resolve exceptions and to interpret data- Ability to resolve complex problems with minimal guidance- Excellent computer skills, especially Microsoft Office applications
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- 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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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. 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). Pay Range: $24.18 - $32.21
U.S. Bancorp$24.18 - $32.21 per hour
...functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment... ...Wealth Management Advisor or respective specialist. Works proactively to identify potential... ...11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one...SuggestedTemporary workWork experience placementWork at officeLocal area$24.18 - $32.21 per hour
...functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment... ...Wealth Management Advisor or respective specialist. Works proactively to identify potential... ...paid holiday opportunities ~ Adoption assistance ~ Sick and Safe Leave accruals of one...SuggestedTemporary workWork experience placementWork at officeLocal area- ...unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We... ...high-impact group facilitation. As a Mental Health Group Specialist, you will begin making a difference on day one, working...SuggestedFull timeLocal areaRemote work
- Avanath Capital, LLC is looking for a Leasing Specialist in Gresham, Oregon. This role involves leasing and maintaining positive relationships with residents while marketing the community. The ideal candidate will have a strong background in sales or customer relations...Suggested
$65k - $80.2k
...two years of industry related experience in a financial sales or wealth position - Will need to complete FINRA Series 7, 65 or 66 and... ...and tenure) ~ Up to 11 paid holiday opportunities ~ Adoption assistance ~ Sick and Safe Leave accruals of one hour for every 30...SuggestedTemporary workWork experience placementWork at office- ...live, work, and be. The Role The Leasing Specialist is responsible for leasing, marketing,... ...workforce. Key Qualities An Aptitude for Connecting - Must possess a strong sense for creating... ...Orient new residents to the community. Assist in monitoring renewals. Distribute and...Immediate startFlexible hoursAfternoon shift
$25 - $30 per hour
Coldstream is searching for a proactive Administrative Assistant in Portland to support a Wealth Manager. This hybrid, part-time role demands excellent organizational skills to manage details, schedules, and client communications effectively. Ideal candidates should possess...Hourly payPart timeWork at office$21.9 - $22.56 per hour
Cascadia Behavioral Healthcare, Inc. is seeking an Office Specialist for their Woodland Park Health Center in Portland, OR. This role involves providing essential administrative support, ensuring efficient operations, and creating a welcoming environment for clients. The...Hourly payWork at office- Cascadia Health is hiring an Office Specialist at the Garlington Health Center in NE Portland, OR. The role focuses on providing administrative support, maintaining a welcoming environment, and coordinating with departments to meet health center needs. Two years of office...Work at office
- Mindful Support Services in Portland, Oregon, seeks a part-time customer service professional for in-office roles in Tigard and Highlands. The role focuses on administrative support, providing excellent client service, and managing appointments. Ideal candidates will demonstrate...Part timeWork at office
$37.45 - $58.14 per hour
...Portland Service Area (does NOT include Wilsonville, Newberg, Seaside, Hood River, Washington State, or Medford). Medical Plan Assistance Program - provides free or reduced-cost coverage to caregivers and their eligible dependents who qualify based on household size...Minimum wageFull timeLocal areaRelocation packageShift workNight shift- ...support to student veterans and eligible dependents to promote connection, persistence, and successful navigation of college and veteran... ...such as orientation touchpoints, socials, and workshops, and assists with communications to promote awareness of services and events...Full timePart timeWork at officeAfternoon shift
- ...Relationship Specialist At AFC (Automotive Finance Corporation) we fuel the entrepreneurial... ...build long-lasting relationships; connecting with your customers as well as your peers... .... Grow the portfolio organically and assist in promotional efforts to new and existing...Temporary workLocal areaImmediate start
$80k
...Wealth Management Associate – Portland, OR (Hybrid) A well-established, values-driven wealth management firm is seeking a Wealth Management Associat to join their growing team. This group has been serving clients for over a decade and is known for its collaborative culture...Temporary workRemote work2 days per week1 day per week- ...Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand...Flexible hours
- OPENLANE, Inc. is seeking a Relationship Specialist based in Gresham, OR, to enhance connections with customers and drive revenue growth. The role requires minimum three years in customer-facing roles, a strong focus on customer service, and the ability to travel frequently...
$124.74k - $254.5k
...people are our number one priority. With a wealth of learning and career development... ...re looking for a firm with a strong team connection where you can be your whole self, have an... ...Advisory. KPMG is currently seeking a Lead Specialist, AI Solution Architect to join our KPMG...H1bLocal area$95.86k - $208.27k
...people are our number one priority. With a wealth of learning and career development... ...are looking for a firm with a strong team connection where you can be your whole self, have an... ...Advisory. KPMG is currently seeking a Senior Specialist, SOC Analyst Level II to join our...H1bLocal areaShift workNight shiftWeekend work$100k - $120k
Job Number: 32451 Salary: $100K - $120K DOE Industry: Financial Services Qualifications 5+ years of progressive wealth management experience Series 65 required Bachelor’s degree Proficiency in Microsoft Office Responsibilities As the primary point of contact for...Temporary workWork at office$100k - $120k
An established and growing wealth management firm is expanding its team and seeking a Senior Wealth Management Associate to support high-net-worth individuals, families, endowments, and foundations. This role offers strong visibility, meaningful client interaction, and...Temporary workWork at officeRemote workVisa sponsorship3 days per week- A leading financial services firm in Portland is seeking a Client Associate to provide exceptional wealth management services to high-net-worth clients. The role involves ensuring a smooth onboarding process, supporting Financial Advisors, and delivering tailored financial...Full time
$18.62 - $27.9 per hour
Description About Providence At Providence, our strength lies in Our Promise of “Know me, care for me, ease my way.” Working at our family of organizations means that regardless of your role, we’ll walk alongside you in your career, supporting you so you can ...Minimum wagePart timeLocal areaShift work- ...Associate, you're an integral part of our team and bring our brand to life for our customers. You're responsible for engaging and connecting with our customers by providing excellent customer service resulting in brand loyalty. You're an expert in product and use your...Part timeSeasonal workWork at officeFlexible hoursNight shiftWeekend workAfternoon shift
- ...success. As a Torrid Sales Associate, you'll provide the Torrid Connection to every customer through your genuine ability to make our... ...the sales floor and helps ensure all visual standards are met Assist in the organization of the stockroom and providing a clean,...Flexible hoursNight shiftWeekend work
- ...helped women look and feel their best every day — making maurices not only a special place to shop, but a great place to work and connect. Apply today! This is an evergreen requisition used to build a pipeline of candidates for future openings. While this posting for...Part timeFlexible hoursWeekend work
$16 - $21 per hour
...Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love - driving... ...for the birthing parent) ~ Up to $8K per year in tuition assistance ~ Discounts up to 50% off on Verizon products and services...Hourly payFull timeTemporary workWork experience placementSummer workImmediate startRelocation packageShift workWeekend workAfternoon shift$16.3 - $17 per hour
...the store's success. This individual must have the ability to connect with customers, maintain a positive and welcoming environment,... ...enthusiasm and energy. Essential Job Functions Promptly greet and assist customers: Acknowledge their presence immediately, offer...Part timeImmediate startFlexible hoursNight shiftAfternoon shift$100k - $120k
Job Description We are looking for a Senior Wealth Management Associate who brings a background in financial planning and client service... ...action items Utilize financial planning tools to analyze and assist in making recommendations regarding clients’ cash flow, long‑term...Temporary workWork at officeRemote work- ...Assistant Store Manager We're seeking an Assistant Store Manager to join our team to help with store operations, customer service, and... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeSeasonal work
- ...program that trainees use to develop their career pathway plans. Duties/Responsibilities: Researches and develops curriculum to assist the center teams with positive retention rates, students’ ability to learn basic informational technology and job search skills....Hourly payTraineeshipWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Connect Specialist Assistant. Be the first to apply!
- esports specialist Gresham, OR
- qc specialist Gresham, OR
- mental health specialist Gresham, OR
- continuous improvement specialist Gresham, OR
- helpdesk specialist Gresham, OR
- ehs specialist Gresham, OR
- professional specialist Gresham, OR
- leasing specialist Gresham, OR
- computer specialist Gresham, OR
- video production specialist Gresham, OR



