Wealth Management Account Opening Pro

U.S. Bank; Los Angeles (CA); Vor Ort; USD 36.000 - 47.000; Vollzeit

Benefits dieser Stelle

Healthcare

Life Insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Zusammenfassung

U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to lead new account opening requests for banking deposit, trust and investment accounts.

You will own the process from initiation to funding, coordinating with advisors and operations to ensure accurate, timely implementation and effective communication. This role requires a background in Private Wealth Management operations, strong client service skills, and proficiency with Microsoft Office.

Qualifikationen

• Typically Associate's degree and/or five or more years of relevant experience.
• Proven client service and problem resolution skills.
• Effective verbal, written, and interpersonal communication skills.
• Proficient in navigating Microsoft Office and related software.

Aufgaben

• Own the account opening process from initiation to funding.
• Coordinate activities with advisors and operations to ensure timely onboarding.
• Resolve missing or conflicting information and documentation.
• Communicate updates to customers, sales staff, and operations.

Kenntnisse

Verbal communication

Written communication

Interpersonal skills

Problem resolution

Microsoft Office

Ausbildung

Associate's degree

Tools

Microsoft Office

Jobbeschreibung

U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to lead new account opening requests for banking deposit, trust and investment accounts.

You will own the process from initiation to funding, coordinating with advisors and operations to ensure accurate, timely implementation and effective communication. This role requires a background in Private Wealth Management operations, strong client service skills, and proficiency with Microsoft Office.