Investment Client Associate
Company Name:
U.S. Bank
Investment Client Associate-130034973
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At U.S. Bank, we''re passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country''s most respected, innovative and successful financial institutions. U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
Provides sales, processing, operational, administrative and customer service support to Financial Consultant (FC) of U.S. Bancorp Investment Sales. Performs administrative support duties to assist FC such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence with recordkeeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. If registered, processes securities transactions when appropriate. Researches internal and/or external customer needs and responds appropriately. Assists in business development at the direction of the FC such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
Your Career is Here.
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Qualifications
Basic Qualifications
High school diploma or equivalent
One to two years of clerical or administrative experience
Preferred Skills/Experience
Excellent interpersonal, verbal and written communication skills
Proven customer service skills
Thorough knowledge of Word, Lotus, Excel and Works applications
Ability to manage multiple tasks and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data, with attention to detail
Series 7 & 63 or 65 or 66
Life and Health Insurance Licenses
Job: Investments / Insurance
Primary Location: Tennessee-TN-Cookeville
Shift: 1st - Daytime
Req ID: 130034973Estimated Salary: $20 to $28 per hour based on qualifications.
U.S. Bank
Investment Client Associate-130034973
##
At U.S. Bank, we''re passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country''s most respected, innovative and successful financial institutions. U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
Provides sales, processing, operational, administrative and customer service support to Financial Consultant (FC) of U.S. Bancorp Investment Sales. Performs administrative support duties to assist FC such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence with recordkeeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. If registered, processes securities transactions when appropriate. Researches internal and/or external customer needs and responds appropriately. Assists in business development at the direction of the FC such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
Your Career is Here.
##
Qualifications
Basic Qualifications
High school diploma or equivalent
One to two years of clerical or administrative experience
Preferred Skills/Experience
Excellent interpersonal, verbal and written communication skills
Proven customer service skills
Thorough knowledge of Word, Lotus, Excel and Works applications
Ability to manage multiple tasks and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data, with attention to detail
Series 7 & 63 or 65 or 66
Life and Health Insurance Licenses
Job: Investments / Insurance
Primary Location: Tennessee-TN-Cookeville
Shift: 1st - Daytime
Req ID: 130034973Estimated Salary: $20 to $28 per hour based on qualifications.
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