Ascent Private Banking Associate
About The Position
The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing & Administration (NASA) team, delivering high‑quality service and operational support to regional front offices across the country. This position ensures an elevated client experience by managing daily banking operations, resolving service‑related issues, and coordinating multi‑step banking support processes that may span several days or weeks. As a central partner to both front office teams and internal partners, the Ascent Banking Associate serves as a project manager for complex service requests—providing timely follow‑up, proactive communication, and seamless coordination across functional areas.
Requirements
- Bachelor's degree, or equivalent work experience
- One to three years of experience in private banking, wealth management, or a financial services operations role
- Strong attention to detail and accuracy
- Excellent organizational, follow‑through, and prioritization skills
- Ability to manage multi‑step workflows over extended timeframes
- Strong relationship‑building skills with national and regional partners
- Professional communication and client service orientation
Nice To Haves
- Experience supporting high‑net‑worth or ultra‑high‑net‑worth clients
- Demonstrated accountability with the ability to work independently while leading a team focused on service and issue resolution
- Strong collaborator who contributes to a high‑performing team environment
- Able to operate effectively under pressure in a dynamic, changing environment
- Strong interpersonal, client service, and communication skills
- Skilled at influencing others through a consultative approach to support business objectives
Responsibilities
- Process high‑volume transactional requests including: Domestic and international wires, Internal transfers, Loan advances and payments, Teller transactions and related activities
- Facilitate the opening of consumer, business, and trust accounts
- Ensure accuracy, compliance, and completeness of onboarding documentation
- Coordinate with regional teams to support smooth client transitions into the Ascent service model
- Execute account updates including signer changes, address modifications, and ownership updates
- Process rate exceptions and other account‑level adjustments
- Maintain accurate and compliant client records
- Provide guidance and issue resolution for online banking enrollment, access, and troubleshooting
- Support clients with navigation, functionality, and digital banking tools
- Assist with fraud monitoring, dispute claims, and documentation needs
- Partner with internal fraud teams to ensure timely case resolution and clear communication to field teams
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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
