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Investment Specialist Assistant 1U.S. Bancorp - Dayton, OHIncumbent is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls, answers questions, and resolves client problems, escalating items beyond specified authority to the assigned Investment Specialist. Performs and monitors account trades within delegated authority. Prepares reports, proposals, and marketing materials for clients and prospects. Works proactively to identify potential problems and compliance issues to ensure quality of the portfolio and compliance. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental... See job listing >26 days ago from U.S. Bancorp - Save - Block - Flag - More Tools...
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U.S. Bancorp
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Headquarters:
800 Nicollet Mall Ste 800
Minneapolis, MN 55402
Phone: 651-466-3000
http://www.usbank.com - Line of Business: Bank Holding Company
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Key Numbers:
Company Type Public (USB:NYS) Company Revenue $500M+ Company Size More than 5000 employees -
Job Location:
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