U.S. Bank
Private Wealth Management Client Service Associate
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
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 respective specialist. The role works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. It 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
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
Limited supervisory requirements with a solid understanding of departmental procedures and systems
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
Pay Range: $20.87 - $27.84 U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. U.S. Bank conducts background checks consistent with applicable local laws and federal regulations. Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.
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.
Posting may be closed earlier due to high volume of applicants.
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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 respective specialist. The role works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. It 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
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
Limited supervisory requirements with a solid understanding of departmental procedures and systems
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
Pay Range: $20.87 - $27.84 U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. U.S. Bank conducts background checks consistent with applicable local laws and federal regulations. Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.
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.
Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr