Wealth Management Client Services Specialist
Job in
Gresham, Multnomah County, Oregon, 97080, USA
Listed on 2026-08-20
Listing for:
Us Bank
Full Time
position Listed on 2026-08-20
Job specializations:
-
Business
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
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
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