Private Wealth Client Services Leader

U.S. Bank; Los Angeles (CA); On-site; USD 98,000 - 116,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

401(k) and retirement plan

Paid vacation and holidays

Parental leave

Job summary

U.S. Bank is seeking a PWM Associate Client Services Team Leader/Manager to guide a team supporting Wealth clients and Advisors. You will drive exceptional client experiences, oversee daily service operations, and partner with Wealth Advisors and business partners to ensure seamless delivery.

The role emphasizes coaching, developing high-performing teams, and leading process improvements to enhance efficiency, scalability, and client outcomes within a risk-conscious environment.

Qualifications

• Proven leadership with coaching and talent development experience.
• Solid banking and wealth management knowledge, including client servicing and risk awareness.
• Strong operations management experience driving efficiency and quality.
• Ability to identify, escalate, and mitigate operational risks and controls.
• Client-centric mindset with ability to partner with advisors and teams.
• Excellent communication, collaboration, and influence across org.

Responsibilities

• Lead, coach, and develop a PWM Associates team serving Wealth clients and Advisors.
• Foster accountability, teamwork, and a culture of continuous improvement and service excellence.
• Partner with Wealth Advisors, Market Leaders, and business partners to ensure seamless service.
• Oversee daily client service operations and associate support activities.
• Drive service standards, productivity, quality, and risk control through operations management.
• Identify and mitigate regulatory and policy risks while driving process improvements.

Skills

Leadership & coaching

Banking & wealth mgmt knowledge

Operational management

Risk & controls

Client service excellence

Communication & collaboration

Job description

U.S. Bank is seeking a PWM Associate Client Services Team Leader/Manager to guide a team supporting Wealth clients and Advisors. You will drive exceptional client experiences, oversee daily service operations, and partner with Wealth Advisors and business partners to ensure seamless delivery.

The role emphasizes coaching, developing high-performing teams, and leading process improvements to enhance efficiency, scalability, and client outcomes within a risk-conscious environment.