Centralized Client Associate

Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

Key responsibilities include overseeing daily operations, coordinating with team members to ensure project milestones are met, and maintaining accurate documentation for all activities.

• Manage daily operational tasks to ensure smooth workflow and timely completion of assignments.
• Coordinate with team members to facilitate collaboration and meet project deadlines.
• Maintain accurate and up-to-date documentation for all activities and processes.
• Troubleshoot and resolve issues that arise during operations, providing effective solutions.
• Implement process improvements to enhance efficiency and overall performance.
• Support the department in achieving organizational goals and objectives.
• Communicate clearly and professionally with colleagues, stakeholders, and clients.
• Demonstrate adaptability and attention to detail in all responsibilities.

Basic Qualifications
- High school diploma or equivalent (Bachelor's degree preferred) - Five or more years of investment industry experience preferred - FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses

Preferred Skills/Experience
- Strong knowledge of the financial services industry, specifically with investment advisory and brokerage services, internal policies, procedures, and all associated regulatory requirements

- Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met
- Has a deep understanding of the Wealth Management Advisor's business model, needs and key drivers as well as the sales process
- Considerable knowledge of internal administrative, compliance and operational procedures
- Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.