Operations Advisor Support Representative

Role Overview

• Provide support to U.S. Bancorp Advisors’ Wealth Management Advisor teams
• Research requests and resolve issues for Advisors, partners, Associates, and sales leadership
• Liaise between back
• and front-office and other staff
• Isolate and identify source of problems and take ownership of escalations
• Ensure adherence 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