Sales Support Representative assisting U.S. Bank's Wealth Management Advisor teams with operational processing and issues. Liaising between front- and back-office staff while ensuring compliance and timely support.
Responsibilities
Provide support to Wealth Management Advisor teams by researching requests and resolving issues
Act as liaison between back- and front-office and other staff
Support all USBI Operations’ procedures and navigate various systems proficiently
Isolate and identify source of problems, take ownership of escalations and track through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements
Requirements
High school diploma or equivalent
Typically five or more years of relevant work experience
Thorough understanding of retail investment industry rules and regulations
Effective interpersonal, verbal and written communication skills
Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues
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
Job title
Sales Support Representative – Operations Call Center
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