Wealth Management Client Services Associate

U.S. Bank; Scottsdale (AZ); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) plan

Paid vacation

Job summary

U.S. Bank in Scottsdale, AZ is seeking a service and support representative who acts as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and the bank.

You will handle client calls and transactions, resolve problems, and escalate items beyond authority to the Wealth Management Advisor or specialist. Develop knowledge of accounts through frequent client contact and perform standard procedures, with emphasis on maximizing client satisfaction and

Qualifications

• Associate degree or equivalent work experience.
• Five+ years of administrative support experience in a banking environment.
• Excellent interpersonal, verbal and written communication skills.
• Exceptional customer service skills.
• Ability to identify and resolve exceptions and to interpret data.
• Ability to resolve complex problems with minimal guidance.
• Excellent computer skills, especially Microsoft Office applications.

Responsibilities

• Serve as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank.
• Handle day-to-day client calls and transactions and problem resolution.
• Escalate items beyond specified authority to the assigned Wealth Management Advisor or specialist.
• Identify potential problems, compliance issues, or fraud to maximize client satisfaction and relationship growth.
• Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures.

Skills

Interpersonal communication

Customer service

Problem resolution

Data interpretation

Microsoft Office

Education

Associate degree

Tools

Microsoft Office

Job description

U.S. Bank in Scottsdale, AZ is seeking a service and support representative who acts as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and the bank.

You will handle client calls and transactions, resolve problems, and escalate items beyond authority to the Wealth Management Advisor or specialist. Develop knowledge of accounts through frequent client contact and perform standard procedures, with emphasis on maximizing client satisfaction and