Wealth Management Associate: Elevate Client Experience

U.S. Bank; Las Vegas (NV); On-site; USD 50,000 - 70,000; Full time

Job summary

U.S. Bank is seeking a service and support representative to be the primary contact between Wealth Management Trust, Banking, or Investment clients and the bank.

You will handle day-to-day calls and transactions, escalate items to Wealth Management Advisor as needed, and work to maximize client satisfaction while protecting the relationship. Develops knowledge of assigned area and accounts through frequent client contact and adherence to standard procedures, with emphasis on compliance, fraud

Qualifications

• Customer-facing banking experience and strong communication abilities.
• Ability to interpret data and resolve exceptions.
• Excellent written and verbal communication skills.

Responsibilities

• Handle day-to-day client calls and transactions and problem resolution.
• Escalate items beyond specified authority to the Wealth Management Advisor or specialist.
• Identify potential compliance issues or fraud to maximize client satisfaction and protect the relationship.
• Develop working knowledge of assigned area and accounts through frequent client contact and standard procedures.

Skills

Interpersonal skills

Customer service

Written communication

Data interpretation

Problem solving

Education

Associate degree or equivalent

Job description

U.S. Bank is seeking a service and support representative to be the primary contact between Wealth Management Trust, Banking, or Investment clients and the bank.

You will handle day-to-day calls and transactions, escalate items to Wealth Management Advisor as needed, and work to maximize client satisfaction while protecting the relationship. Develops knowledge of assigned area and accounts through frequent client contact and adherence to standard procedures, with emphasis on compliance, fraud