Financial Services Associate

20 hours ago


GondrecourtleChâteau, Grand Est, United States U.S. Bank Full time
Job Description

Job Summary: We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at U.S. Bank. As a Financial Services Associate, you will play a critical role in providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Assist clients with account maintenance, website support, asset transfer, and correspondence questions.
  • Process equity, option, mutual fund, and fixed income orders.
  • Act as a backup for Financial Advisors and make warm introductions to the Wealth Management Advisory Service team and US Bank partners when appropriate.
  • Provide outstanding customer service in a supportive environment.

Requirements:

  • High school diploma or equivalent.
  • Three to five years of relevant work experience.
  • Licensing may be required.

Preferred Skills:

  • Reliable and passionate about customer service.
  • Strong telephone and interpersonal skills.
  • Detail-oriented and ability to follow procedures while working independently.
  • Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications.

Benefits:

  • Comprehensive benefits package, including healthcare, 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, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals.

About U.S. Bank:

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.



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