About the role

U.S. Bank is seeking a Relationship Manager for USBFS to retain clients and guide them on mutual fund strategies. You will assess client needs, coordinate with internal teams, and support daily operations while promoting services and ensuring satisfaction. The role requires strong financial services knowledge, client-facing skills, and proficiency in Microsoft Office and Excel. This is a full-time, on-site position in Milwaukee with competitive benefits.

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JOB OVERVIEW

Experience level

Junior

Location

South Milwaukee, WI

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

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