Advisory Client Services Representatives interact with clients daily, serving their needs, answering any questions they may have, and initiating pro-active outbound calling efforts.

Advisory Client Services Representatives must be knowledgeable of complex USBAM products, associated services, and impart this knowledge to our clients. Typically, Advisory Client Services Representative are the first line of contact for client service requests. Advisory Client Services Representatives should understand financial markets and how markets impact our products, services, and clients. Advisory Client Services Representatives work extensively and collaboratively with other members of the Client Service Group and the Relationship Management Team, with the goal of supplying superior client service that will enhance the client experience and grow assets in our programs and products. This position is expected to interact directly with clients, primarily through phone and email.

ESSENTIAL FUNCTIONS:

• Provide superior service to clients for requests received via inbound calls, email, or secure web-portal

• Proactively reach out to clients via phone and/or email to address day-to-day account funding requirements or account updates

• Awareness of state specific investment statutes and how they may affect a client’s investment options

• Provide an overview of USBAM’s products and services to clients and prospects

• Actively participate and contribute to weekly departmental conference calls, which include client development, consultant relations, compliance, marketing, communications, and finance.

• Periodic participation and representation of the firm during client meetings.

• Facilitate and coordinate the opening of new client accounts, including transition meetings with client development and clients.

• Facilitate and coordinate the closing of terminated accounts.

• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Follow procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

Basic Qualifications:

• Typically a Bachelor's degree, or equivalent work experience

• Typically three or more years of client services experience

Preferred Skills/Experience:

• Have a “can do” attitude toward problem solving, monitoring legal and compliance issues, and working with internal partners as an advocate for the institutional client.

• Knowledge of USBAM products and services, investment terminology, portfolio accounting, and some level of financial accounting, the ability to articulate complex portfolio terms are required to be successful in this position.

• FINRA Series 6 and 63 license preferred, not required.

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.