Hybrid Private Wealth Assistant — Client Advisory & Service

U.S. Bank; Brentwood (TN); Hybrid; USD 73,440,000 - 97,939,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Private Wealth Management Universal Assistant to serve as the primary daily liaison between Wealth Management, Trust, Banking and Investment clients and the bank.

The role handles calls, transactions, and problem resolution within delegated guidelines, escalating when necessary. The position emphasizes proactive issue identification, compliance awareness, and building knowledge of accounts through ongoing client contact.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Five or more years of relevant experience preferred.
• Excellent verbal, written and interpersonal communication skills are essential.

Responsibilities

• Serve as the primary daily contact between Wealth Management, Trust, Banking or Investment clients and U.S. Bank.
• Handle day-to-day client calls and transactions and resolve problems, escalating as needed.
• Identify potential problems, compliance issues or fraud to maximize client satisfaction and relationship growth.
• Develop working knowledge of assigned area and accounts through frequent client contact and standard procedures.

Skills

Communication skills

Customer service

Problem resolution

MS Office

Bank products knowledge

Education

Bachelor's degree or equivalent work experience

Tools

CRM software

Job description

U.S. Bank is seeking a Private Wealth Management Universal Assistant to serve as the primary daily liaison between Wealth Management, Trust, Banking and Investment clients and the bank.

The role handles calls, transactions, and problem resolution within delegated guidelines, escalating when necessary. The position emphasizes proactive issue identification, compliance awareness, and building knowledge of accounts through ongoing client contact.