PWM Client Services Associate - U.S. Bancorp : Job Details

Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. Basic Qualifications - Associate's degree, or equivalent work experience, OR - Five or more years of relevant experience Preferred Skills/ Experience - Excellent verbal, written and interpersonal communication skil...Client Service, Associate, Retail, Banking, Client, Skills