Wealth Management Client Services Associate

U.S. Bank; Salt Lake City (UT); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Adoption assistance

Sick leave

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 within delegated authority, and resolve problems to maximize client satisfaction. The role requires strong communication, experience in banking, and a proactive approach to identify issues, with chance to develop through standard procedures and client interactions across Wealth

Qualifications

• Associate degree or equivalent work experience.
• Five or more years of administrative support in banking.

Responsibilities

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

Skills

Customer service

Interpersonal communication

Problem solving

Microsoft Office

Education

Associate degree

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 within delegated authority, and resolve problems to maximize client satisfaction. The role requires strong communication, experience in banking, and a proactive approach to identify issues, with chance to develop through standard procedures and client interactions across Wealth