U.S. Bank seeks a capable administrative and client-service professional to support Investment Relationship Managers in handling sales, processing and client communications.
You will help organize meetings, prepare investment proposals, and manage routine correspondence in line with firm policy. The role involves business development activities such as meeting with prospects, engaging existing clients, and coordinating seminars and campaigns with internal teams.
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Wealth Management Client Associate - Relationship & Growth Lead
U.S. Bank · Tampa, FL, USA ·
- Job type:
- Full Time