U.S. Bank

USBAM Client Relations Consultant

U.S. Bank

22 days ago
Harrisburg, PA
Hybrid
Full Time
Junior
0 applicants
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U.S. Bank
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About this role

The Client Relations Associate at U.S. Bank serves as the front line liaison between portfolio management, clients, custodians, and auditors. The role involves compiling and organizing client portfolio information, preparing presentations, developing custom reports, facilitating portfolio openings and closings, and supporting client development activities.

Skills

Qualifications

Bachelor's DegreeFINRA Series 6FINRA Series 63
U.S. Bank

About U.S. Bank

usbank.com

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

About U.S. Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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