Centralized Client Associate

Job Description Provides processing, operational, and administrative support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Responsibilities Oversee daily operations, coordinate with team members to ensure project milestones are met, and maintain accurate documentation for all activities. Manage daily operational tasks to ensure smooth workflow and timely completion of assignments. Coordinate with team members to facilitate collaboration and meet project deadlines. Maintain accurate and up‑to‑date documentation for all activities and processes. Troubleshoot and resolve issues that arise during operations, providing effective solutions. Implement process improvements to enhance efficiency and overall performance. Support the department in achieving organizational goals and objectives. Communicate clearly and professionally with colleagues, stakeholders, and clients. Demonstrate adaptability and attention to detail in all responsibilities. Qualifications High school diploma or equivalent (Bachelor's degree preferred). Five or more years of investment industry experience preferred. FINRA SIE, Series 7, Series 63 and 65 or 66 registrations; life, variable life, health and disability licenses preferred. Strong knowledge of the financial services industry, specifically with investment advisory and brokerage services, internal policies, procedures, and all associated regulatory requirements. Experience with brokerage industry policies, processes, and procedures and regulatory standards (FINRA, SEC, etc.). Deep understanding of the Wealth Management Advisor's business model, needs, key drivers, and the sales process. Considerable knowledge of internal administrative, compliance and operational procedures. Strong communication, organization, problem‑solving, prioritization, follow‑up and relationship‑building skills. 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 year unless otherwise provided by law EEO Statement 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. U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. Pay Range: $22.50 - $30.00 #J-18808-Ljbffr U.S. Bank