Usbam Client Relations Consultant

U.S. Bank

Base: $66,640.00 - $78,400.00; bonus/equity: not s...
Hybrid
Client portfolio information management
Performance reporting and investment terminology
Customer service and client relations skills
The Client Relations Associates act as the front line daily interface between portfolio management, clients, custodians, and auditors to support client needs and regulatory requirements

Job Summary

  • The Client Relations Associates act as the front line daily interface between portfolio management, clients, custodians, and auditors to support client needs and regulatory requirements.
  • The role offers a hybrid/flexible schedule with an expectation of three or more days in-office per week and flexibility to work remotely on other days.
  • U.S. Bank provides comprehensive benefits designed to support employees’ health, financial security, and work-life balance including healthcare, retirement plans, paid leave, and adoption assistance.

Matching Summary

The Client Relations Associates act as the front line daily interface between portfolio management, clients, custodians, and auditors to support client needs and regulatory requirements.

Salary

Base: $66,640.00 - $78,400.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including healthcare, retirement, paid leave

Skills & Requirements

Must-have

  • Client portfolio information management
  • Performance reporting and investment terminology
  • Customer service and client relations skills
  • Microsoft Office proficiency
  • Hybrid/flexible work schedule

Nice-to-have

  • Effective interpersonal communication
  • Multi-tasking and deadline management
  • Proactive research and lead generation

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three or more years client services experience
  • FINRA Series 6 and 63 licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter