U. S. Bank
WMAffluentAssociate
“WM Affluent Associate at U. S. Bank. Skills: Sales, Customer Service, Financial Services. Provide sales, processing, operational, administrative and customer service support. Make and track appointments”
Industry & Context.
Analytical skills; Detail-oriented
What They're Looking For.
Must Have
High school diploma or equivalent, FINRA SIE, Series 6 or 7, 63 registrations, life, variable life, health and disability insurance licenses
Nice to Have
Bachelor's degree, Two to four years of investment industry experience, Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards, Ability to contact and profile existing clients, leads, and prospects, Prior sales and service experience relating to Brokerage and Investment Advisory business, Proven understanding of operations, policies, procedures, regulations and compliance requirements, analytical skills with an emphasis on detail, Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy, Effective communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners
What You'll Do.
administrative and customer service support
Make and track appointments
Prepare investment proposals/reviews/routine correspondence
Organize paper flow in adherence to firm's record-keeping requirements
Maintain client files and supplies
Open and disseminate mail
Assist in business development
Meet with existing or new prospects
Contact existing client base to review current relationship
Plan and coordinate marketing campaigns
Meet with internal departments to discuss joint business initiatives
How You'll Work.
Team & Collaboration
Work with product team; Relationship management with internal and external clients and partners
Communication Scope
Effective communication skills
Applying for this WM Affluent Associate role?
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