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USBA Operations - Advisor Support Representative

Owns resolving wealth management operational issues and supporting advisors in daily workflow
Saint Paul, Minnesota, United States
Mid-Level
$24 – 32 USD / hour
8 hours agoBe an early applicant
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U.S. Bank Advisor Support Team Member

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.

The USBA Advisor Support team is an internal support center serving U.S. Bancorp Advisors' Wealth Management Advisor teams. Team members provide support to these Advisors, their partners, Associates, and sales leadership by researching requests, responding to and resolving issues, and fielding various questions related to operational processing of investment-related products and services. Team acts as liaison between back- and front-office and other staff. Supports all USBA Operations' procedures and is proficient in navigating various systems. Team isolates and identifies source of problems, takes ownership of escalations and tracking through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements.

Work Schedule: Monday through Friday, between the hours of 8:00am - 7:00pm CST. Final schedule to be shared at time of hire.

Basic Qualifications

  • High school diploma or equivalent
  • Typically five or more years of relevant work experience

Preferred Skills/Experience

  • Thorough understanding of retail investment industry rules and regulations. FINRA registrations not required, but preferred.
  • Effective interpersonal, verbal and written communication skills
  • Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
  • Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

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.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $24.18 - $32.21

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USBA Operations - Advisor Support Representative
Saint Paul, Minnesota, United States
$24 – 32 USD / hour
Operations
About Minnesota Jobs
Provides statewide employment services, job listings, and workforce development resources for job seekers and employers in Minnesota.