Wealth Client Services Team Lead

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

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Job summary

U.S. Bank in Los Angeles seeks a PWM Associate Client Services Team Leader / Manager to lead a team serving Wealth clients and advisors.

You will drive client experience, operational excellence, risk controls, and policy compliance while partnering with Wealth Advisors and Market Leaders. You will coach, manage workload, implement process improvements, and build leadership within the team, with a focus on scalability, service quality, and a client-centric culture.

Qualifications

• Proven leadership and people management experience with a demonstrated ability to coach, mentor, and develop high-performing teams.
• Strong banking and wealth management knowledge, including client servicing, account administration, operational processes, and risk management.
• Solid operations management experience with a track record of driving efficiency, execution, and continuous improvement.
• Strong risk and control management capabilities with the ability to identify, elevate, and mitigate operational risks.
• Exceptional relationship-building skills with the ability to establish credibility and effectively partner with Wealth Advisors, Market Leaders, business partners, and support teams.
• A client-centric mindset with a passion for delivering an exceptional experience for both clients and advisors.

Responsibilities

• Lead, coach, and develop a team of PWM Associates dedicated to supporting Wealth clients and Wealth Advisors.
• Foster a culture of accountability, teamwork, continuous improvement, and exceptional client service.
• Partner closely with Wealth Advisors, Market Leaders, and business partners to deliver a seamless and proactive client experience.
• Provide leadership and oversight of daily client service operations and associate support activities.
• Drive operational excellence through effective management of service standards, productivity, quality, and risk controls.
• Identify, assess, and mitigate operational risks while ensuring adherence to regulatory requirements and firm policies.
• Champion process improvement initiatives that enhance efficiency, scalability, employee experience, and client outcomes.
• Support capacity planning, workload balancing, coverage strategies, and resource management to maintain service excellence.
• Develop and maintain strong relationships across regional and national business partners to support business objectives.
• Anticipate client and advisor needs, proactively identify solutions, and remove obstacles that may impact service delivery.
• Build leadership capability within the team through ongoing coaching, performance management, mentorship, and development planning.
• Lead change management efforts and effectively communicate new initiatives, processes, and expectations.

Skills

Leadership experience

Wealth management

Operations management

Risk management

Client servicing

Communication skills

Job description

U.S. Bank in Los Angeles seeks a PWM Associate Client Services Team Leader / Manager to lead a team serving Wealth clients and advisors.

You will drive client experience, operational excellence, risk controls, and policy compliance while partnering with Wealth Advisors and Market Leaders. You will coach, manage workload, implement process improvements, and build leadership within the team, with a focus on scalability, service quality, and a client-centric culture.