Wealth Client Services Team Leader

U.S. Bank; Los Angeles (CA); Hybrid; USD 98,000 - 116,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a PWM Associate Client Services Team Leader/Manager to guide a team supporting Wealth clients and Advisors. You will coach staff, drive service standards, and maintain risk controls while collaborating with Wealth Advisors and business partners.

The role emphasizes leadership, operational excellence, and a client‑focused culture, with strong emphasis on proactive problem solving and change management.

Qualifications

• Proven leadership and people management experience.
• Strong banking/wealth management knowledge and client servicing know-how.
• Experience driving process improvements and managing risks.

Responsibilities

• Lead, coach, and develop a team of PWM Associates supporting Wealth clients and Advisors.
• Partner with Wealth Advisors, Market Leaders, and partners to deliver seamless service.
• Oversee daily client service operations and associate support activities; manage capacity and resources.

Skills

Leadership

People management

Coaching

Client service

Operational excellence

Risk management

Communication

Collaboration

Job description

U.S. Bank seeks a PWM Associate Client Services Team Leader/Manager to guide a team supporting Wealth clients and Advisors. You will coach staff, drive service standards, and maintain risk controls while collaborating with Wealth Advisors and business partners.

The role emphasizes leadership, operational excellence, and a client‑focused culture, with strong emphasis on proactive problem solving and change management.