Client Services Team Associate
2 weeks ago
At U.S. Bank, we're committed to delivering exceptional service to our clients. As a Private Wealth Management Universal Assistant, you'll be the primary point of contact for our high-net-worth clients, providing personalized support and guidance to help them achieve their financial goals.
Key Responsibilities- Provide exceptional customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
- Work closely with Private Wealth Management Advisors and specialists to ensure seamless delivery of services and support to clients.
- Develop and maintain a deep understanding of our products and services, as well as industry trends and best practices.
- Identify and escalate potential problems, compliance issues, or fraud to ensure the highest level of client satisfaction and relationship growth.
- Associate's degree or equivalent work experience.
- Five or more years of relevant experience in a customer-facing role.
- Excellent verbal and written communication skills.
- Proven customer service and problem resolution skills.
- Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications.
- Advanced knowledge of departmental and bank products and services.
- Comprehensive benefits package, including healthcare, basic term and optional term life insurance, short-term and long-term disability, pregnancy disability and parental leave, 401(k) and employer-funded retirement plan, paid vacation, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.
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Minneapolis, Minnesota, United States Community Medical Services Full time{"title": "Client Services Coordinator", "description": "OverviewAt Community Medical Services, we are seeking a highly skilled and compassionate Client Services Coordinator to join our team. As the face of our clinic, you will be responsible for providing exceptional customer service to our clients and visitors, ensuring a welcoming and professional...
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