Wealth Management Onboarding Specialist

U.S. Bank; Tempe (AZ); Presencial; USD 30.000 - 41.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays (up to 11)

Adoption assistance

Sick and Safe Leave

Descripción de la vacante

U.S. Bank is seeking a PWM Account Opening Specialist who will own the process from initiation to funding for banking deposit, trust and investment accounts.

You will collaborate with Wealth Management and Operations, ensuring timely and accurate implementation of customer products and services. Role requires deep knowledge of Private Wealth Management products, executive communication with advisors, and problem resolution skills to address issues swiftly while meeting SLAs.

Formación

• Typically Associate's degree and/or five or more years of relevant experience.
• Effective verbal, written, and interpersonal communication skills.
• Proven client service and problem resolution skills.

Responsabilidades

• Fulfill new account opening requests for banking deposit, trust, and investment accounts.
• Monitor account opening stages and SLAs; communicate with Advisors and staff.
• Coordinate activities across departments to ensure timely, accurate account funding.
• Resolve missing or conflicting information by coordinating with customers and staff.

Conocimientos

Verbal communication

Written communication

Interpersonal skills

Client service

Problem solving

Microsoft Office

Educación

Associate degree

Herramientas

Microsoft Office

Descripción del empleo

U.S. Bank is seeking a PWM Account Opening Specialist who will own the process from initiation to funding for banking deposit, trust and investment accounts.

You will collaborate with Wealth Management and Operations, ensuring timely and accurate implementation of customer products and services. Role requires deep knowledge of Private Wealth Management products, executive communication with advisors, and problem resolution skills to address issues swiftly while meeting SLAs.