Private Wealth Onboarding Specialist: Seamless Accounts

RiseMe; Tempe (AZ); On-site; USD 31,000 - 41,000; Full time

Job summary

U.S. Bank is seeking a PWM Account Opening Specialist to drive new account openings for banking deposits, trusts, and investments. You will act as the primary internal contact, coordinating across Wealth Management and Operations to ensure accurate, timely funding of accounts.

Role requires strong communication, attention to SLAs, and the ability to resolve issues with customers, staff, and advisors. This is a client-driven, detail-oriented position within Private Wealth Management.

Qualifications

• Typically requires an associate's degree and/or 5+ years of relevant experience.
• Basic knowledge of department operations/policies and bank products/services.
• Strong communication and client-service skills are essential.

Responsibilities

• Serve as primary internal contact and own the account opening process from initiation to funding.
• Coordinate with Advisors, sales staff, relationship managers and operations to ensure timely delivery.
• Monitor SLAs and communicate updates to customers and internal stakeholders.
• Resolve missing or conflicting information and documentation issues.

Skills

Verbal & written communication

Client service & problem resolution

Interpersonal communication

Bank product/policy knowledge

Education

Associate's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a PWM Account Opening Specialist to drive new account openings for banking deposits, trusts, and investments. You will act as the primary internal contact, coordinating across Wealth Management and Operations to ensure accurate, timely funding of accounts.

Role requires strong communication, attention to SLAs, and the ability to resolve issues with customers, staff, and advisors. This is a client-driven, detail-oriented position within Private Wealth Management.