Client Services and Support Specialist

2 days ago


Minneapolis, Minnesota, United States U.S. Bank Full time
Join Our Team

U.S. Bank is a leading financial institution that is dedicated to helping our customers achieve their financial goals. As a PWM Client Services Team Associate, you will be part of a dynamic and supportive team that is committed to delivering exceptional customer service and support. We offer a competitive salary range of $23.46 - $34.38 per hour, depending on location and experience, as well as a comprehensive benefits package that includes medical, dental, and vision insurance, 401(k), and employer-funded retirement plan.

Responsibilities and Requirements

Your primary responsibilities will include handling day-to-day client calls and transactions, resolving problems, and escalating items beyond specified authority to assigned Private Wealth Management Advisor or respective specialist. You will also work proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Additionally, you will develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. To be considered for this role, you must have an Associate's degree or equivalent work experience, or five or more years of relevant experience. You should possess excellent verbal, written, and interpersonal communication skills, as well as proven customer service and problem resolution skills.

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