Wealth Management Onboarding Specialist

US Bank; Tempe (AZ); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays and leave

Job summary

U.S. Bank is seeking a PWM Account Opening Specialist to manage end-to-end new account openings for deposit, trust, and investment accounts.

The role demands expertise in Private Wealth Management processes, SLAs, and proactive communication with local Advisors and support staff to ensure accurate funding and timely execution. The candidate will monitor progression, resolve documentation issues, and collaborate with multiple teams to deliver seamless onboarding for high-value clients in a

Qualifications

• Typically an Associate's degree and/or five or more years of relevant experience.
• Strong communication and client service skills.
• Proficient in Microsoft Office and standard banking software.
• Ability to collaborate with Advisors and operations teams to process new accounts.

Responsibilities

• Act as the primary internal contact for new account openings from initiation to funding.
• Monitor multiple stages of the account opening process and ensure timely completion.
• Coordinate with departments to implement products and services accurately.
• Resolve issues related to missing or conflicting information with customers and staff.

Skills

Communication skills

Client service

Problem solving

Interpersonal skills

Education

Associate's degree

Tools

Microsoft Office

Job description

U.S. Bank is seeking a PWM Account Opening Specialist to manage end-to-end new account openings for deposit, trust, and investment accounts.

The role demands expertise in Private Wealth Management processes, SLAs, and proactive communication with local Advisors and support staff to ensure accurate funding and timely execution. The candidate will monitor progression, resolve documentation issues, and collaborate with multiple teams to deliver seamless onboarding for high-value clients in a