U.S. Bank
Job Description
Private Wealth Management (PWM) Client Service Associate
is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority and/or standard department guidelines, the incumbent handles day‑to‑day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or the appropriate specialist. The role proactively identifies potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. The associate develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
Basic Qualifications
Associate's degree, or equivalent work experience, OR
Five or more years of relevant experience
Preferred Skills/Experience
Excellent verbal, written, and interpersonal communication skills
Proven customer service and problem resolution skills
Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications
Advanced knowledge of departmental and bank products and services
Sufficient understanding of departmental procedures and systems to operate with very limited supervision
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
Employment Details
Hybrid role: three days a week at a U.S. Bank location, with flexibility for the remaining days
Full‑time
Mid‑Senior level
Other function
Banking industry
Equal Opportunity Employer U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, and other factors protected under applicable law.
E‑Verify U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. locations and certain territories. Learn more about the E‑Verify program.
Salary and Background Checks Pay Range: $20.87 – $27.84. The actual range may differ based on location. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted consistent with applicable local laws and federal regulations.
Additional Information Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct, and related workplace conduct and safety policies.
Closing Statement Posting may be closed earlier due to high volume of applicants.
Referral Program Referrals increase your chances of interviewing at U.S. Bank by 2x.
#J-18808-Ljbffr
is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority and/or standard department guidelines, the incumbent handles day‑to‑day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or the appropriate specialist. The role proactively identifies potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. The associate develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
Basic Qualifications
Associate's degree, or equivalent work experience, OR
Five or more years of relevant experience
Preferred Skills/Experience
Excellent verbal, written, and interpersonal communication skills
Proven customer service and problem resolution skills
Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications
Advanced knowledge of departmental and bank products and services
Sufficient understanding of departmental procedures and systems to operate with very limited supervision
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
Employment Details
Hybrid role: three days a week at a U.S. Bank location, with flexibility for the remaining days
Full‑time
Mid‑Senior level
Other function
Banking industry
Equal Opportunity Employer U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, and other factors protected under applicable law.
E‑Verify U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. locations and certain territories. Learn more about the E‑Verify program.
Salary and Background Checks Pay Range: $20.87 – $27.84. The actual range may differ based on location. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted consistent with applicable local laws and federal regulations.
Additional Information Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct, and related workplace conduct and safety policies.
Closing Statement Posting may be closed earlier due to high volume of applicants.
Referral Program Referrals increase your chances of interviewing at U.S. Bank by 2x.
#J-18808-Ljbffr