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
Advisory Client Services Representatives interact with clients daily, serving their needs, answering any questions they may have, and initiating pro-active outbound calling efforts.
Advisory Client Services Representatives must be knowledgeable of complex USBAM products, associated services, and impart this knowledge to our clients. Typically, Advisory Client Services Representative are the first line of contact for client service requests. Advisory Client Services Representatives should understand financial markets and how markets impact our products, services, and clients. Advisory Client Services Representatives work extensively and collaboratively with other members of the Client Service Group and the Relationship Management Team, with the goal of supplying superior client service that will enhance the client experience and grow assets in our programs and products. This position is expected to interact directly with clients, primarily through phone and email.
ESSENTIAL FUNCTIONS:
Provide superior service to clients for requests received via inbound calls, email, or secure web-portal
Proactively reach out to clients via phone and/or email to address day-to-day account funding requirements or account updates
Awareness of state specific investment statutes and how they may affect a client's investment options
Provide an overview of USBAM's products and services to clients and prospects
Actively participate and contribute to weekly departmental conference calls, which include client development, consultant relations, compliance, marketing, communications, and finance.
Periodic participation and representation of the firm during client meetings.
Facilitate and coordinate the opening of new client accounts, including transition meetings with client development and clients.
Facilitate and coordinate the closing of terminated accounts.
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Follow procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.
Basic Qualifications:
Typically a Bachelor's degree, or equivalent work experience
Typically three or more years of client services experience
Preferred Skills/Experience:
Have a "can do" attitude toward problem solving, monitoring legal and compliance issues, and working with internal partners as an advocate for the institutional client.
Knowledge of USBAM products and services, investment terminology, portfolio accounting, and some level of financial accounting, the ability to articulate complex portfolio terms are required to be successful in this position.
FINRA Series 6 and 63 license preferred, not required.
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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 (https://careers.usbank.com/global/en/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 (some may vary based on role, location or hours):
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.
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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .
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: $66,640.00 - $78,400.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
