Financial Services Associate
20 hours ago
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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