U.S. Bancorp

2 days ago

Ascent Client Experience Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Coordinate client experience and servicing initiatives for Ascent Private Capital Management, partnering across Wealth Management, Operations, Marketing, Technology, and Client Experience teams. Serve as the Salesforce business champion, manage referral and web inquiry programs, and support national wealth strategy execution through meeting coordination, governance tracking, and dashboard/reporting. Lead Copilot engagement coordination and SharePoint governance while providing executive administrative support to the CAO.

Location: Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Act as the Salesforce business line champion, liaising between business users, technology teams, and the Wealth Management COE to support enhancements, issue resolution, testing, and adoption.
•Serve as referral program and web inquiry program subject matter expert, coordinating communications, training, routing inquiries, and tracking outcomes for timely follow-up.
•Support national wealth strategy initiatives by coordinating meetings, developing agendas, tracking action items, and collaborating with wealth strategists and planning partners.
•Coordinate governance and operational execution by preparing agendas/materials, capturing meeting notes, tracking quarterly priorities and project backlogs, and improving visibility for leadership.
•Manage Copilot engagement and SharePoint governance, including prompt library maintenance, adoption metrics, training promotion, and SharePoint content updates, retention compliance, and user engagement.

Pay and Benefits

Salary: USD 92,820 - 109,200 annually

Perks:Health InsuranceDentalVision401kPaid LeaveAdoption Assistance

Key Requirements

•3+ years of experience in project coordination, business administration, client experience, or related fields.
•Bachelor’s degree or equivalent work experience.
•Demonstrated ability to manage multiple projects and stakeholder groups simultaneously.
•Proven success supporting leadership teams, governance processes, and strategic initiatives.
•Strong organizational, prioritization, written and verbal communication skills with attention to detail and follow-through.

Experience:3+ yearsWealth managementClient experience

Education:Bachelor's

Skills:Organizational skillsPrioritizationMeeting facilitationWritten communicationAnalytical thinking

Tech Stack:SalesforceSharePointMicrosoft 365PowerPointExcelTeamsOutlookCopilotAI productivity toolsDocument Exchange

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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 days ago

Ascent Client Experience Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Act as the Salesforce business line champion, liaising between business users, technology teams, and the Wealth Management COE to support enhancements, issue resolution, testing, and adoption.
•Serve as referral program and web inquiry program subject matter expert, coordinating communications, training, routing inquiries, and tracking outcomes for timely follow-up.
•Support national wealth strategy initiatives by coordinating meetings, developing agendas, tracking action items, and collaborating with wealth strategists and planning partners.
•Coordinate governance and operational execution by preparing agendas/materials, capturing meeting notes, tracking quarterly priorities and project backlogs, and improving visibility for leadership.
•Manage Copilot engagement and SharePoint governance, including prompt library maintenance, adoption metrics, training promotion, and SharePoint content updates, retention compliance, and user engagement.

Pay and Benefits

Salary: USD 92,820 - 109,200 annually

Perks:Health InsuranceDentalVision401kPaid LeaveAdoption Assistance

Key Requirements

•3+ years of experience in project coordination, business administration, client experience, or related fields.
•Bachelor’s degree or equivalent work experience.
•Demonstrated ability to manage multiple projects and stakeholder groups simultaneously.
•Proven success supporting leadership teams, governance processes, and strategic initiatives.
•Strong organizational, prioritization, written and verbal communication skills with attention to detail and follow-through.

Experience:3+ yearsWealth managementClient experience

Education:Bachelor's

Skills:Organizational skillsPrioritizationMeeting facilitationWritten communicationAnalytical thinking

Tech Stack:SalesforceSharePointMicrosoft 365PowerPointExcelTeamsOutlookCopilotAI productivity toolsDocument Exchange

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor