Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Client Services Associate serving as primary contact for Wealth Management clients at U.S. Bank. Handling client calls and transactions and resolving issues while encouraging relationship expansion.
Responsibilities
- Private Wealth Management (PWM) Client Service Team 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, 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.
Requirements
- 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
Benefits
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Associate in Client Service Management at BNY resolving complex client issues and ensuring service execution by collaborating with clients and internal teams.
Client Service Manager overseeing negotiations and implementation of national projects for retail clients. Ensuring high service levels and managing financial activities within organizational processes.
Tax Senior Manager within EisnerAmper overseeing client engagements in Private Client Services. Leading a high - performing team while engaging closely held businesses and individuals.
Tax Manager overseeing client engagements, reviewing complex returns, and mentoring staff at EisnerAmper in Private Client Services.
Tax Senior Manager for EisnerAmper overseeing tax planning and compliance for high net worth individuals. Supervising teams and engaging with clients for innovative tax solutions while fostering professional growth.
Junior Client Service Associate providing transition support in insurance brokerage. Assisting clients with account setup and paperwork during firm transition.
Client Service Manager responsible for service request management and advisor support in a growing financial platform. Leading a team to enhance service quality and operational efficiency.
Client Service Executive at Clearstream managing relationships with key global clients and onboarding new businesses. Responsibilities include enhancing processes and supporting client service targets.
Manager leading healthcare consulting projects across Southeast Asia for Deloitte. Focused on developing business models and digital solutions for clients in the life sciences sector.