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Private Wealth Account Onboarding Specialist
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-07-31
Listing for:
U.S. Bank
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Banking & Finance, Private Banking, Financial Services
Job Description & How to Apply Below
U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to manage new account openings for banking deposits, trusts and investments. You will own the process from initiation through funding, coordinating with Advisors and operations to ensure accurate, timely results.
The role requires a deep knowledge of PWM products and procedures, plus strong communication and problem-resolution skills to handle complex cases and expedite client onboarding.
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