U.S. Bank · 1 day ago
USBAM Client Relations Consultant
Harrisburg, PA
Full-time
Hybrid
Mid Level
$67K/yr - $78K/yr
3+ years expU.S. Bank is committed to helping customers and businesses make smarter financial decisions. The Client Relations Consultant will interact with clients daily, providing superior service, answering inquiries, and proactively reaching out to clients to address their needs.
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
Actively participate in campaigns associated with marketing efforts, administrative clean- up efforts
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
Initiating, coordinating, and facilitating portfolio certifications to meet client/consultant regulatory (SOX) requirements
Qualification
Required
Typically a Bachelor's degree, or equivalent work experience
Typically three or more years of client services experience
Preferred
Thorough knowledge of performance reporting terms and calculations, investment terminology, portfolio accounting, and some level of financial accounting
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data
Proven customer service/relations skills
Effective interpersonal, verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
FINRA Series 6 and 63 license required
Benefits
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-02-03
Company data provided by crunchbase