PWM Client Services Associate jobs in United States
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U.S. Bank · 2 weeks ago

PWM Client Services Associate

positionSalt Lake City, UT
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$20.87/hr - $27.84/hr
date5+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The PWM Client Services Associate serves as the primary contact for Wealth Management clients, handling daily inquiries and transactions while ensuring client satisfaction.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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
Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship
Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures

Qualification

Customer serviceProblem resolutionMicrosoft OfficeBank productsVerbal communicationWritten communicationInterpersonal communicationComputer navigationProcedures

Required

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

Preferred

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

Company

U.S. Bank

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Glassdoor3.6
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At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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Company data provided by crunchbase