Wealth Connect Client Associate

U.S. Bancorp
United States
Full timeUSD 24.18 - 32.21Function: Administration & Executive AssistanceExperience: 5+ yearsEducation: associatesSkills: ["Organizational skills","Analytical skills","Attention to detail","Communication","Ability to manage multiple priorities"]

Provide day-to-day sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Help advisors focus on client engagement and asset growth by executing regional workflows, client administration, and business development activities with accuracy and compliance. Coordinate and track client appointments, serve as first-line support for inbound client questions, ensure documentation meets firm policies and regulatory requirements, and prioritize requests to deliver consistent service across the region.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Wealth Connect Client Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Provide day-to-day sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Help advisors focus on client engagement and asset growth by executing regional workflows, client administration, and business development activities with accuracy and compliance. Coordinate and track client appointments, serve as first-line support for inbound client questions, ensure documentation meets firm policies and regulatory requirements, and prioritize requests to deliver consistent service across the region.
Location: United States
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Provide day-to-day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors
  • •Support advisors collectively within a team-based coverage model rather than aligning to a single advisor
  • •Coordinate and track client appointments and support advisor-directed client outreach and relationship reviews
  • •Serve as first-line support for inbound client inquiries and route requests appropriately
  • •Ensure accurate documentation and adherence to firm policies, procedures, and regulatory requirements

Pay and Benefits

Salary: USD 24.18 - 32.21
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Associate degree, or equivalent work experience
  • •Five or more years of administrative support experience in a banking environment
  • •Knowledge of brokerage operations, policies, procedures, and regulatory standards (FINRA, SEC, etc.)
  • •Strong organizational and analytical skills with attention to detail
  • •Ability to manage multiple priorities and deadlines in a fast-paced environment
Experience:5+ yearsBanking
Education:Associate's
Skills:Organizational skillsAnalytical skillsAttention to detailCommunicationAbility to manage multiple priorities
Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor