Wealth Management Client Advisor
U.S. Bank
U.S. Bank is seeking an experienced support professional to assist Investment Relationship Managers in sales, administration and client liaison duties.
You will prepare investment proposals, track appointments, organize paper flow, and maintain client files while complying with the firm's record-keeping requirements. The role requires strong knowledge of the financial services industry, familiarity with FINRA and SEC regulations, and excellent communication and organizational skills to support
#J-18808-LjbffrVacancy posted 4 days ago
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