Wealth Management Client Services Specialist

U.S. Bank; Clayton (MO); Hybrid; USD 36,000 - 47,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Disability insurance

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a service and support representative who will act as the primary daily contact for Wealth Management Trust, Banking, or Investment clients.

The role involves handling calls, processing transactions, and resolving issues within delegated authority while escalating complex items to Wealth Management Advisors as needed. The position requires a solid banking administrative background, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Bachelor's degree or equivalent work experience is required.
• Five+ years of administrative support experience in a banking environment.
• Excellent interpersonal and written communication skills.

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 perform problem resolution.
• Escalate items beyond delegated authority to the assigned Wealth Management Advisor or respective specialist.
• Identify potential problems, compliance issues, or fraud to maximize client satisfaction and deepen relationships.
• Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures.

Skills

Administrative support

Customer service

Microsoft Office

Education

Bachelor's degree, or equivalent work experience

Tools

Microsoft Office

Job description

U.S. Bank is seeking a service and support representative who will act as the primary daily contact for Wealth Management Trust, Banking, or Investment clients.

The role involves handling calls, processing transactions, and resolving issues within delegated authority while escalating complex items to Wealth Management Advisors as needed. The position requires a solid banking administrative background, strong communication skills, and proficiency with Microsoft Office.