Client Associate

U.S. Bank Career Opportunity

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

Job Description

Provides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Enables advisors to focus on client engagement and asset growth by ensuring regional workflows, client administration, and business development activities are executed accurately, efficiently, and in compliance with applicable policies and regulatory requirements. Supports a team?based advisory model and contributes to a consistent client experience across the region.

Primary Responsibilities

• Provides day?to?day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors.
• Supports advisors collectively within a team?based coverage model rather than being aligned to a single advisor.
• Coordinates and tracks client appointments and supports advisor?directed client outreach and relationship reviews.
• Serves as first?line support for inbound client inquiries and routes requests appropriately.
• Ensures accurate documentation and adherence to firm policies, procedures, and regulatory requirements.
• Manages and prioritizes requests across the region to ensure timely, consistent service delivery.

Basic Qualifications

• Associate degree, or equivalent work experience
• Five or more years of administrative support experience in a banking environment

Preferred Skills and Experience

• Knowledge of brokerage operations, policies, procedures, and regulatory standards (FINRA, SEC, etc.).
• Strong organizational and analytical skills with attention to detail.
• Ability to manage multiple priorities and deadlines in a fast?paced, production?driven environment.
• Effective written and verbal communication skills with internal partners, advisors, and clients.
• Proficiency in Microsoft Office and the ability to quickly learn proprietary systems.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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

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