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Investment Relationship Manager Support at U.S. Bank - ApplyBlast

Investment Relationship Manager Support

U.S. Bank

16 days ago

3.3 on Glassdoor

Oregon City, Oregon, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role provides comprehensive sales, processing, operational, and administrative support to Investment Relationship Managers at U.S. Bancorp Investment Sales. The position involves managing client files, preparing investment proposals, coordinating marketing campaigns, and assisting with business development initiatives. It requires strong knowledge of financial services regulations and excellent communication skills to support the advisor's business model.

Responsibilities

Provide administrative and operational support to Investment Relationship Managers
Assist in business development by meeting with prospects and coordinating marketing campaigns
Maintain client files and ensure adherence to regulatory record-keeping requirements

Skills

Qualifications

High school diploma or equivalentFINRA SIESeries 7Series 63Series 65/or 66

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

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Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.