PWM Private Wealth Management Associate

U.S. Bancorp
Las Vegas
Workplace: OnsiteFull timeUSD 22.5 - 30Function: Administration & Executive AssistanceExperience: 5+ yearsEducation: associatesSkills: ["Interpersonal communication","Customer service","Problem-solving","Attention to detail","Data interpretation"]

Serve as the primary daily contact for wealth management, banking, or investment customers, handling client calls and transactions and resolving day-to-day issues. Work within delegated authority to escalate matters to assigned advisors or specialists, while proactively identifying potential problems, compliance risks, or fraud. Build strong knowledge of assigned accounts through frequent client interactions and execution of standard departmental procedures to improve satisfaction and support relationship expansion.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 weeks ago

PWM Private Wealth Management Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Serve as the primary daily contact for wealth management, banking, or investment customers, handling client calls and transactions and resolving day-to-day issues. Work within delegated authority to escalate matters to assigned advisors or specialists, while proactively identifying potential problems, compliance risks, or fraud. Build strong knowledge of assigned accounts through frequent client interactions and execution of standard departmental procedures to improve satisfaction and support relationship expansion.
Location: Las Vegas
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Act as the primary daily contact between customers and U.S. Bank teams for wealth management, banking, or investment needs.
  • •Handle day-to-day client calls, transactions, and problem resolution within delegated authority and standard guidelines.
  • •Escalate items beyond authority to the assigned Wealth Management Advisor or relevant specialist.
  • •Proactively identify potential problems, compliance issues, or fraud to maximize client satisfaction.
  • •Develop working knowledge of assigned areas and accounts through frequent client contact and standard departmental procedures.

Pay and Benefits

Salary: USD 22.5 - 30
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Associate degree, or equivalent work experience.
  • •5+ years of administrative support experience in a banking environment.
  • •Superior knowledge of departmental operations/policies and bank products/services.
  • •Excellent interpersonal, verbal, and written communication skills.
  • •Ability to identify and resolve exceptions, interpret data, and resolve complex problems with minimal guidance.
Experience:5+ yearsBanking
Education:Associate's
Skills:Interpersonal communicationCustomer serviceProblem-solvingAttention to detailData interpretation
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
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