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Client Service Specialist

U.S. Bank

U.S. Bank is seeking a support professional to assist Financial Advisors with sales, processing and daily administrative tasks. You will help prepare investment proposals, manage client files, and coordinate meetings while supporting business development initiatives. The role requires familiarity with brokerage processes, regulatory standards (FINRA) and strong organizational skills. A high school diploma is required; a Bachelor’s degree is preferred, and familiarity with Microsoft Office is #J-18808-Ljbffr

Vacancy posted 4 days ago
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