Wealth Management Client Support Specialist
Job in
Gresham, Multnomah County, Oregon, 97080, USA
Listed on 2026-08-22
Listing for:
U.S. Bank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
U.S. Bank is seeking a customer-focused support professional to assist Financial Advisors at U.S. Bancorp Advisors. You will handle sales support, client communications, appointment coordination and file maintenance to ensure smooth brokerage operations.
Ideal candidates will have FINRA SIE/Series licenses, 2–4 years in the investment industry, and strong knowledge of MS Office and brokerage processes to help drive client relationships and regulatory compliance.
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