Wealth Management Support Specialist

6 days ago


Union, Kentucky, United States U.S. Bank Full time

We are seeking a highly motivated and results-driven Wealth Management Support Specialist to join our Investment Advisor Services team at U.S. Bank. As a key member of this team, you will be responsible for delivering sales support related programs and providing exceptional customer service to our clients.

Job Summary

The Investment Advisor Services Sales Support team is responsible for supporting the sales team with calling and marketing efforts, as well as working with market level programs to meet unique market needs. We are looking for an individual who can work independently and as part of a team to achieve our goals.

Responsibilities:
  • Thorough knowledge of assigned geographical area, competitive market, custody operations and IAS products and services
  • Thorough knowledge, experience and success in cold outreach to advisors

As a Wealth Management Support Specialist, you will have the opportunity to learn and grow with our organization, and contribute to the development of innovative solutions that meet the evolving needs of our customers.



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