Private Wealth Management Associate

U.S. Bank • Chicago, IL

1d • Onsite

About The Position

The Private Wealth Management (PWM) Associate functions as a service and support representative, serving as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Within delegated authority and standard department guidelines, the incumbent handles day-to-day client calls, transactions, and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. The role proactively identifies potential problems, compliance issues, or fraud to maximize client satisfaction and encourage relationship expansion. The Associate develops a working knowledge of assigned areas and accounts through frequent client contact and execution of standard departmental procedures.

Requirements

• Associate's degree, or equivalent work experience, OR Five or more years of relevant 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

Responsibilities

• Serve as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank.
• Handle day-to-day client calls and transactions.
• Resolve client problems.
• Escalate items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist.
• Proactively identify potential problems, compliance issues, or fraud.
• Develop a working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree