Hybrid Private Wealth Support Specialist

Us Bank; Brentwood (TN); Hybrid; USD 36,000 - 47,000; Full time

Job summary

U.S. Bank is seeking a Private Wealth Management Universal Assistant to serve as the primary daily contact for Wealth Management, Trust, Banking, or Investment clients. The role handles calls, transactions, and issue resolution within delegated authority, escalating when needed to PW Advisors.

The position supports proactive problem identification, deepening client relationships and adherence to department procedures, with a hybrid schedule of in-office days and flexibility for remote work.

Qualifications

• Bachelor's degree or five+ years of relevant experience.
• Strong verbal, written and interpersonal communication.
• Proven customer service and problem resolution skills.
• Proficient in Microsoft Office suite.
• Ability to work with limited supervision.

Responsibilities

• Serve as primary contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank.
• Handle day-to-day client calls and transactions; resolve issues within authority.
• Escalate items beyond authority to the Private Wealth Management Advisor as needed.

Skills

Customer service

Problem resolution

Communication skills

Independent worker

Client-facing

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Private Wealth Management Universal Assistant to serve as the primary daily contact for Wealth Management, Trust, Banking, or Investment clients. The role handles calls, transactions, and issue resolution within delegated authority, escalating when needed to PW Advisors.

The position supports proactive problem identification, deepening client relationships and adherence to department procedures, with a hybrid schedule of in-office days and flexibility for remote work.