Apply on Employer Site

U.S. Bank · 2 days ago

USBAM Advisory Client Relations Consultant

Harrisburg, PA

Full-time

Hybrid

Mid Level

$67K/yr - $78K/yr

3+ years exp

U.S. Bank is committed to helping customers and businesses make smarter financial decisions. They are seeking an Advisory Client Relations Consultant who will interact with clients, provide superior service, and be knowledgeable about complex USBAM products and services.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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

Qualification

Client services experienceUSBAM productsFinancial markets understandingFINRA Series 6 licenseInvestment terminology knowledgeProblem-solving attitudeCommunication skillsTeam collaboration

Required

Typically a Bachelor's degree, or equivalent work experience

Typically three or more years of client services experience

Knowledge of complex USBAM products, associated services, and impart this knowledge to our clients

Understand financial markets and how markets impact our products, services, and clients

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 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

Preferred

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