Wealth Management Client Advocate

Us Bank; Clayton (MO); Hybrid; USD 35,000 - 47,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Paid vacation

401(k) retirement plan

Parental leave

Job summary

U.S. Bank in Clayton, MO seeks a Private Wealth Management Universal Assistant to serve as the primary contact between Wealth Management, Trust, Banking and Investment clients and the bank.

You handle day-to-day client calls and transactions within delegated authority, resolve issues, and escalate to advisors as needed. The role offers a hybrid/flexible schedule with in-office presence 3+ days per week and remote days as approved.

Qualifications

• Bachelor's degree, or equivalent work experience, OR
• Five or more years of relevant experience
• Excellent verbal, written and interpersonal communication skills
• Proven customer service and problem resolution skills
• Proficient with Microsoft Office applications

Responsibilities

• Serve as primary contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank
• Handle day-to-day client calls and transactions and resolve issues
• Escalate items beyond authority to Private Wealth Management Advisor or specialist
• Identify potential problems, compliance issues, or fraud to maximize client satisfaction

Skills

Verbal and written communication

Interpersonal skills

Customer service

Problem-solving

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank in Clayton, MO seeks a Private Wealth Management Universal Assistant to serve as the primary contact between Wealth Management, Trust, Banking and Investment clients and the bank.

You handle day-to-day client calls and transactions within delegated authority, resolve issues, and escalate to advisors as needed. The role offers a hybrid/flexible schedule with in-office presence 3+ days per week and remote days as approved.