Wealth Management Associate: Client Investments & Support
Listed on 2026-10-08
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Finance & Banking
Wealth Management, Portfolio & Asset Management
U.S. Bank is seeking an Investment Relationship Support specialist to assist Investment Relationship Managers with sales, processing, and client servicing. You will help prepare investment proposals, manage schedules, and maintain compliant records to support growth.
Strong communication, accuracy, and knowledge of brokerage operations are essential; familiarity with FINRA/SEC standards and MS Office is a plus, with opportunities to advance within a collaborative team.
This opening is for the Wealth Management Associate:
Client Investments & Support role at Us Bank.
Step into the Wealth Management Associate:
Client Investments & Support role at Us Bank in Circle Pines, MN, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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