Private Wealth Client Services Specialist

U.S. Bank; Salt Lake City (UT); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Healthcare

401(k) retirement plan

Paid vacation

Disability insurance

Life insurance

Parental leave

Paid holidays

Job summary

U.S. Bank is seeking a service and support representative who serves as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and the bank. You will handle calls and transactions, resolve issues, and escalate when needed to Wealth Management Advisors or specialists.

You will identify potential problems, ensure compliance, and build knowledge of accounts through regular client contact, contributing to client satisfaction and relationship growth.

Qualifications

• Knowledge of departmental operations/policies and bank products/services.
• Excellent interpersonal, verbal and written communication skills.
• Exceptional customer service skills.
• Identify and resolve exceptions and interpret data.
• Resolve complex problems with minimal guidance.
• Excellent computer skills, especially Microsoft Office applications.

Responsibilities

• Handle day-to-day client calls and transactions.
• Escalate items beyond authority to Wealth Management Advisor or specialist.
• Proactively identify compliance issues or potential fraud.
• Develop knowledge of the assigned area and accounts through client contact.

Skills

Interpersonal communication

Verbal communication

Written communication

Exceptional customer service

Data interpretation

Complex problem solving

Microsoft Office

Education

Associate degree

Tools

Microsoft Office

Job description

U.S. Bank is seeking a service and support representative who serves as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and the bank. You will handle calls and transactions, resolve issues, and escalate when needed to Wealth Management Advisors or specialists.

You will identify potential problems, ensure compliance, and build knowledge of accounts through regular client contact, contributing to client satisfaction and relationship growth.