Private Wealth Management Associate

Quontic Bank; Greenwich (CT); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) and employer-funded retirement plan

Healthcare (medical, dental, vision)

Paid vacation

Short-term and long-term disability

Job summary

Quontic Bank is seeking a Private Wealth Management Associate for their Greenwich, CT location. This role involves supporting clients and managing daily interactions within Wealth Management.

The ideal candidate should possess a Bachelor’s Degree and have at least 5 years of experience in a banking environment, along with excellent interpersonal and organizational skills. Competitive benefits are offered, including health insurance and retirement plans.

Qualifications

• 5 or more years of administrative support experience in a banking environment.
• Knowledge of banking operations, policies, and products.
• Ability to handle client calls and transactions.

Responsibilities

• Develop knowledge of assigned area through client contact.
• Assist with day-to-day client calls and transactions.
• Identify potential compliance issues or fraud.

Skills

Ability to identify and resolve exceptions

Excellent computer skills, especially in Microsoft Office

Exceptional customer service skills

Strong interpersonal and communication skills

Education

Bachelor’s Degree or equivalent work experience

Job description

Job Highlights

• Title: Private Wealth Management Associate
• Type: Full Time
• Experience: 5 Years
• Function: Wealth Management
• Location: Greenwich, CT, United States
• Company: U.S. Bank

U.S. Bank is one of the largest commercial banks and offers a wide range of financial services, including banking, investment, mortgage, and payment solutions.

U.S. Bank is recruiting a Private Wealth Management Associate who will support the representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers.

Education Level

• Bachelor’s Degree, or equivalent work experience

Work Experience

• 5 or more years of administrative support experience in a banking environment

Duties/Responsibilities

• Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
• Work within delegated authority or standard department guidelines, handles day-to-day client calls and transactions, and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist.
• Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.

Skills/Knowledge/Abilities

• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Excellent computer skills, especially in Microsoft Office applications
• Excellent interpersonal, verbal, and written communication skills
• Exceptional customer service skills
• Expert knowledge of departmental operations/policies and bank products/services

Working Conditions

• Interacts frequently with high-net-worth clients and financial advisors
• May work extended hours during market shifts or client meetings
• Operates under high confidentiality and compliance standards
• Spends most time on computers handling client portfolios and research
• Works in a professional office or financial institution setting

Benefits/Perks

• 401(k) and employer-funded retirement plan
• Adoption assistance
• Basic term and optional term life insurance
• Healthcare (medical, dental, vision)
• Paid vacation (from two to five weeks, depending on salary grade and tenure)
• Pregnancy disability and parental leave
• Short-term and long-term disability
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year, unless otherwise provided by law
• Up to 11 paid holiday opportunities

Employer's Statement

U.S. Bank is an Equal Opportunity Employer.