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WMASC Resource Desk Spec

U.S. Bancorp

U.S. Bancorp

Multiple locations
Posted on Wednesday, June 5, 2024

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Wealth Management Advisor and Service Center (WMASC) Specialist primary purpose is to be a point of escalation and a subject matter expert for client issues involving in-depth research and complex unsolicited trades for WM Brokerage Service and WM Advisory Group. This position will serve as an immediate point of contact for escalated advisor and client calls. Position will also make outbound calls for margin calls, money dues, technology issues or any other escalation that requires client follow up. Responsible for completing trade corrections, commission and fee adjustments, and act as a liaison between clients with focus on the brokerage side, including Ascent Client Services. Incumbents have a strong understanding of the financial services industry, and all products and services available in support of their business line(s).

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Zero to three years of customer service and trading experience
- FINRA Series 7 and 63 license required

Preferred Skills/Experience
- Basic understanding of financial services industry, and all related company products and services
- Strong understanding of complex investment concepts and trading rules, as well as compliance and regulatory requirements
- Well-developed critical thinking, analytical, organizational, and problem-solving skills
- Excellent communication and customer service skills
- Ability to handle difficult or complex client interactions

Rep must be willing to take on new work as our team runs pilots and are subject matter experts across operations and the contact center.

Rep also has the opportunity to study for their series 24 exam.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • 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

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $26.73 - $35.63 - $39.19Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.