Financial & Regulatory Reporting Senior Associate preparing SEC filings and financial statements at U.S. Bank. Collaborating with clients and ensuring accurate compliance and reporting.
About the role
- Financial Advisor managing investment and financing needs for members and clients. Providing excellent customer service and financial solutions in a hybrid work environment.
Responsibilities
- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer investment, financing and insurance products
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in the field
Requirements
- Experience in financial services or a related field
- Excellent customer service skills
- Ability to assess member/client satisfaction and service quality
- Knowledge of investment, financing and insurance products
- Strong strategic thinking and problem-solving abilities
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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