Base: $92,820.00 - $109,200.00; bonus/equity: not ...
Investment performance reporting
Compliance documentation management
Client meeting support
The Ascent Investment Services Associate supports a fast-growing investment business serving ultra-high-net-worth clients with net worth exceeding $75MM
Job Summary
The Ascent Investment Services Associate supports a fast-growing investment business serving ultra-high-net-worth clients with net worth exceeding $75MM.
The role involves managing day-to-day client support, facilitating issue resolution, and supporting compliance and administrative activities within delegated authority.
U.S. Bank offers a comprehensive benefits package designed to support team members’ health, financial security, and work-life balance.
Matching Summary
The Ascent Investment Services Associate supports a fast-growing investment business serving ultra-high-net-worth clients with net worth exceeding $75MM.
Salary
Base: $92,820.00 - $109,200.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including healthcare, retirement plans, paid leave, and adoption assistance
Skills & Requirements
Must-have
Investment performance reporting
Compliance documentation management
Client meeting support
Microsoft Office proficiency
Trade execution experience
Attention to detail
Client service and problem resolution
Nice-to-have
Wealth management experience with UHNW clients
Strong verbal and written communication
Proactive compliance monitoring
Technology competence
Interpersonal communication skills
Key Requirements
Bachelor's degree or equivalent experience
Five or more years of relevant experience
Ability to comply with U.S. Bank policies and procedures
Background checks consistent with federal and local laws