PWM Client Services Team Associate

U.S. Bancorp
Cincinnati
Workplace: HybridFull timeUSD 25.63 - 34.18Function: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Problem resolution","Customer service","Self-sufficiency"]

Serve as the primary daily contact between Private Wealth Management clients and U.S. Bank, handling client calls and transactions, resolving problems, and escalating items beyond your delegated authority. Monitor client needs to proactively identify potential compliance issues or fraud, supporting client satisfaction and relationship expansion. Build working knowledge of assigned accounts and procedures through frequent client contact and execution of standard departmental processes.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

PWM Client Services Team Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as the primary daily contact between Private Wealth Management clients and U.S. Bank, handling client calls and transactions, resolving problems, and escalating items beyond your delegated authority. Monitor client needs to proactively identify potential compliance issues or fraud, supporting client satisfaction and relationship expansion. Build working knowledge of assigned accounts and procedures through frequent client contact and execution of standard departmental processes.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Act as the primary, daily contact between PWM clients and U.S. Bank.
  • •Handle day-to-day client calls and transactions and resolve problems.
  • •Escalate items beyond delegated authority to the assigned advisor or specialist.
  • •Proactively identify potential problems, compliance issues, or fraud to maximize satisfaction.
  • •Develop working knowledge of assigned area and accounts through frequent client contact and standard procedures.

Pay and Benefits

Salary: USD 25.63 - 34.18
Perks:Health Insurance401kPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •Bachelor’s degree (or equivalent work experience).
  • •5+ years of relevant experience.
  • •Excellent verbal, written, and interpersonal communication skills.
  • •Proven customer service and problem resolution skills.
  • •Proficient computer navigation using software packages including Microsoft Office applications.
Experience:5+ yearsFinancial services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsProblem resolutionCustomer serviceSelf-sufficiency
Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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