Wealth Client Services Team Leader

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

Benefits offered by this job

Healthcare

Life Insurance

Disability leave

Retirement plan 401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a PWM Associate Client Services Team Leader / Manager to lead a team supporting Wealth clients and Wealth Advisors. You will drive service excellence, mentor staff, and ensure compliant operations across Private Wealth Management.

You will partner with Wealth Advisors and business partners to optimize workflows, manage risks, and deliver a proactive client experience while building a high-performing culture.

Qualifications

• Proven leadership and people management experience with a track record of coaching and developing teams.

Responsibilities

• Lead, coach, and develop a team of PWM Associates supporting Wealth clients and Advisors.
• Drive operational excellence and manage service standards, productivity, quality, and risk controls.
• Partner with Wealth Advisors, Market Leaders, and partners to ensure seamless client experience and proactive service.

Skills

Leadership

People management

Relationship building

Banking knowledge

Wealth management knowledge

Operations management

Risk management

Communication

Problem-solving

Change leadership

Job description

U.S. Bank is seeking a PWM Associate Client Services Team Leader / Manager to lead a team supporting Wealth clients and Wealth Advisors. You will drive service excellence, mentor staff, and ensure compliant operations across Private Wealth Management.

You will partner with Wealth Advisors and business partners to optimize workflows, manage risks, and deliver a proactive client experience while building a high-performing culture.