PWM Client Services Associate

Job Description

Private Wealth Management (PWM) Client Service Associate 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, the 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 the appropriate specialist.

The role proactively identifies potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. The associate develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

• Associate's degree, or equivalent work experience, OR
• Five or more years of relevant experience

• Excellent verbal, written, and interpersonal 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
• Sufficient understanding of departmental procedures and systems to operate with very limited supervision

• Healthcare (medical, dental, vision)
• 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 (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

• Hybrid role: three days a week at a U.S. Bank location, with flexibility for the remaining days
• Full‑time
• Mid‑Senior level
• Other function
• Banking industry

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. locations and certain territories. Learn more about the E‑Verify program.

Pay Range: $20.87 – $27.84. The actual range may differ based on location. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted consistent with applicable local laws and federal regulations.

Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct, and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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