Investment Relationship Support Specialist
Listed on 2026-10-10
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Finance & Banking
Banking & Finance, Financial Sales, Bank Customer Service
U.S. Bank seeks a dedicated professional to support Investment Relationship Managers in sales and client servicing.
You will organize appointments, prepare proposals, and manage routine correspondence while maintaining client files and supporting business development efforts. Requirements include a high school diploma or equivalent (Bachelor's preferred) and 5+ years in the investment industry, with FINRA registrations and life/health licenses.
This role, Investment Relationship Support Specialist at U.S. Bank, could be your next move.
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Join U.S. Bank and contribute to our ongoing work.
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This posting is for the Investment Relationship Support Specialist role at U.S. Bank, based in Charlotte, NC, United States.
We are looking to fill the Investment Relationship Support Specialist position at U.S. Bank in Charlotte, NC, United States.
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