Wealth Management Client Services Associate

Us Bank; Scottsdale (AZ); On-site; USD 31,000 - 41,000; Full time

Job summary

U.S. Bank is seeking a service and support representative for Wealth Management to be the primary daily contact for customers, handling calls, transactions, and issue resolution within delegated guidelines.

You will build knowledge of accounts, identify potential compliance issues, and escalate complex items to the Wealth Management Advisor, delivering accurate service and supporting client relationships.

Qualifications

• Associate degree, or equivalent work experience.
• Five or more years of administrative support experience in a banking environment.
• Ability to identify and resolve exceptions.
• Strong customer service and communication skills.

Responsibilities

• Serve as the primary daily contact for Wealth Management customers.
• Handle client calls, transactions, and issue resolution.
• Escalate matters beyond delegated authority to Wealth Management Advisor.
• Identify potential compliance issues or fraud and take action.
• Develop working knowledge of accounts through regular client contact.

Skills

Interpersonal skills

Verbal & written communication

Customer service

Data interpretation

Problem solving

MS Office

Education

Associate degree

Tools

Microsoft Office

Job description

U.S. Bank is seeking a service and support representative for Wealth Management to be the primary daily contact for customers, handling calls, transactions, and issue resolution within delegated guidelines.

You will build knowledge of accounts, identify potential compliance issues, and escalate complex items to the Wealth Management Advisor, delivering accurate service and supporting client relationships.