Wealth Management Affluent Associate
Core
Provides sales, processing, operational, administrative, and customer service support to Investment Relationship Managers in U.S. Bancorp Investment Sales.
Role type
Associate supporting Investment Relationship Managers
Builds
Investment proposals, client files, marketing campaigns, and business development initiatives
Domain
Wealth Management / Investment Sales
Deliverable
product features
Required skills
Appointment tracking, investment proposal preparation, client file management, prospect contact, regulatory compliance adherence, Microsoft Office proficiency
Preferred skills
Brokerage industry policies knowledge, client profiling, sales and service experience in Brokerage/Advisory, regulatory compliance understanding, analytical skills, multitasking
Technologies
Microsoft Office, proprietary software
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