Wealth Connect Client Associate

 

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.

Job Description

Provides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Enables advisors to focus on client engagement and asset growth by ensuring regional workflows, client administration, and business development activities are executed accurately, efficiently, and in compliance with applicable policies and regulatory requirements. Supports a team‑based advisory model and contributes to a consistent client experience across the region.

Primary Responsibilities

• Provides day‑to‑day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors.

• Supports advisors collectively within a team‑based coverage model rather than being aligned to a single advisor.

• Coordinates and tracks client appointments and supports advisor‑directed client outreach and relationship reviews.

• Serves as first‑line support for inbound client inquiries and routes requests appropriately.

• Ensures accurate documentation and adherence to firm policies, procedures, and regulatory requirements.

• Manages and prioritizes requests across the region to ensure timely, consistent service delivery.

Basic Qualifications
- Associate degree, or equivalent work experience
- Five or more years of administrative support experience in a banking environment

Preferred Skills and Experience

• 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, production‑driven environment.

• Effective written and verbal communication skills with internal partners, advisors, and clients.

• Proficiency in Microsoft Office and the ability to quickly learn proprietary systems.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

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

Review our full benefits available by employment status here.

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figur