Wealth Management Client Services Associate

U.S. Bank; Clayton (MO); Hybrid; USD 34,000 - 47,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank is seeking a PWM Universal Assistant to serve as the primary daily contact between Wealth Management, Trust, Banking, and Investment clients.

The role involves handling client calls and transactions, escalating to the Private Wealth Management Advisor when needed, and proactively identifying issues to maximize client satisfaction and growth of relationships. The position requires a Bachelor's degree or equivalent experience, with a hybrid/flexible schedule and in-office expectations of

Qualifications

• Excellent verbal, written and interpersonal communication skills.
• Proven customer service and problem resolution skills.
• Proficient computer navigation using Microsoft Office applications.
• Considerable knowledge of banking products and services.
• Sufficient understanding of procedures and systems to operate with limited supervision.

Responsibilities

• Handle day-to-day client calls and transactions.
• Resolve client issues and escalate items beyond delegated authority as needed.
• Proactively identify potential problems, compliance issues, or fraud to protect clients.

Skills

Verbal communication

Written communication

Interpersonal skills

Customer service

Problem solving

MS Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a PWM Universal Assistant to serve as the primary daily contact between Wealth Management, Trust, Banking, and Investment clients.

The role involves handling client calls and transactions, escalating to the Private Wealth Management Advisor when needed, and proactively identifying issues to maximize client satisfaction and growth of relationships. The position requires a Bachelor's degree or equivalent experience, with a hybrid/flexible schedule and in-office expectations of