Private Wealth Management Associate
About The Position
The Private Wealth Management (PWM) Universal Assistant is a service and support representative who serves as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. This role operates within delegated authority and/or standard department guidelines, handling day-to-day client calls, transactions, and problem resolution. The incumbent will escalate items beyond specified authority to the assigned Private Wealth Management Advisor or the appropriate specialist. The role involves proactively identifying potential problems, compliance issues, or fraud to maximize client satisfaction and encourage relationship expansion. The position requires developing a working knowledge of the assigned area and accounts through frequent client contact and the execution of standard departmental procedures.
Requirements
- Bachelor'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
- Considerable 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 clients and U.S. Bank for Wealth Management, Trust, Banking, or Investment services.
- Handle day-to-day client calls and transactions.
- Resolve client issues and problems.
- Escalate issues beyond delegated authority to the Private Wealth Management Advisor or relevant specialist.
- Proactively identify potential problems, compliance issues, or fraud.
- Maximize client satisfaction and encourage relationship expansion.
- Develop a working knowledge of assigned area and accounts through client contact and departmental procedures.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Basic term life insurance
- Optional term life insurance
- Short-term disability
- Long-term disability
- Pregnancy disability leave
- Parental leave
- 401(k)
- 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
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
