Private Wealth Management Associate - Client Services

U.S. Bank; Scottsdale (AZ); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation (2–5 weeks depending on)

Job summary

U.S. Bank is seeking a service and support representative to act as the primary daily contact for Wealth Management Trust, Banking, or Investment clients. You will handle calls, transactions, and problem resolution, escalating when needed to wealth advisors or specialists.

The role emphasizes proactive issue identification, compliance awareness, and strong client relationship development within a supportive, collaborative environment.

Qualifications

• Associate degree or equivalent work experience.
• Five or more years of administrative support experience in a banking environment.
• Excellent communication skills (verbal and written).
• Superior knowledge of bank products and policies.

Responsibilities

• Serve as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank.
• Handle day-to-day client calls and transactions and resolve problems, escalating items as needed.
• Identify potential problems, compliance issues, or fraud to maximize client satisfaction and relationships.

Skills

Interpersonal skills

Communication

Customer service

Education

Associate degree

Tools

Microsoft Office

Job description

U.S. Bank is seeking a service and support representative to act as the primary daily contact for Wealth Management Trust, Banking, or Investment clients. You will handle calls, transactions, and problem resolution, escalating when needed to wealth advisors or specialists.

The role emphasizes proactive issue identification, compliance awareness, and strong client relationship development within a supportive, collaborative environment.