U.S. Bank Corp

Ascent Client Advisory Associate

U.S. Bank Corp
Remote
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At U.S. Bank Corp, we are looking for an enthusiastic and driven Ascent Client Advisory Associate to join our team. This individual will be responsible for providing comprehensive financial advice and solutions to our clients to help them reach their financial objectives. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to think critically and strategically to provide sound financial advice. We are looking for a person with an analytical mind-set and the initiative to take on new challenges. If you are a motivated and proactive individual with a passion for helping others reaching their financial goals, then this is the position for you.

Responsibilities:

  1. Provide comprehensive financial advice and solutions to clients to help them reach their financial objectives.
  2. Deliver sound financial advice based on critical and strategic thinking.
  3. Develop and maintain relationships with clients to ensure their satisfaction and financial goals are met.
  4. Analyze market trends and identify potential investment opportunities.
  5. Prepare financial statements, reports, and presentations for clients.
  6. Monitor client portfolios and make recommendations for portfolio rebalancing.
  7. Stay up-to-date on financial regulations, compliance standards, and industry trends.
  8. Collaborate with internal teams to develop marketing and promotional campaigns.
  9. Assist clients with any inquiries or issues they may have.
  10. Facilitate client onboarding and account opening processes.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications

  • Finance

  • Bachelor's Degree In Business

  • Ability To Multi-Task

  • Economics Or Related Field

  • Knowledge Of Banking Regulations And Compliance Requirements

  • Strong Written And Verbal Communication Skills

  • Minimum Of Years Of Financial Services Or Banking Experience

  • Ability To Comprehend And Interpret Complex Financial Information

  • Highly Organized And Detail Oriented

  • Proficient In Microsoft Office And Financial Software Programs

  • Prioritize And Work Independently

Required Skills

  • Risk Management

  • Financial Analysis

  • Strategic Planning

  • Project Management

  • Data Analysis

  • Market Research

  • Business Development

  • Problem Solving

  • Negotiation

  • Relationship Building

  • Portfolio Management

  • Regulatory compliance

  • Client Relationship

  • Investment Strategies

  • Advisory Services

Soft Skills

  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Ascent Client Advisory Associate is between $50,000 and $90,000 per year. This range is based on factors such as experience, education, location, and the specific duties required of the position.

Additional Information
U.S. Bank Corp is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 3rd, 2023
Apply BeforeMay 22nd, 2025
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About U.S. Bank Corp

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. It is the parent company of U.S. Bank National Association, which is the 7th largest bank in the United States.

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