Private Wealth Management Associate

Job Highlights

• Title
  :
  Private Wealth Management Associate
• Type
  :
  Full Time
• Experience
  : 5 Years
• Function
  :
  Wealth Management
• Location
  :
  Greenwich, CT, United States
• Company
  : U.S. Bank

U.S. Bank is one of the largest commercial banks and offers a wide range of financial services, including banking, investment, mortgage, and payment solutions.

U.S. Bank is recruiting a Private Wealth Management Associate who will support the representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers.

• Bachelor’s Degree, or equivalent work experience

• 5 or more years of administrative support experience in a banking environment

• Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
• Work within delegated authority or standard department guidelines, handles day-to-day client calls and transactions, and problem resolution, escalating items beyond specified authority to the assigned 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.

• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Excellent computer skills, especially in Microsoft Office applications
• Excellent interpersonal, verbal, and written communication skills
• Exceptional customer service skills
• Expert knowledge of departmental operations/policies and bank products/services

• Interacts frequently with high-net-worth clients and financial advisors
• May work extended hours during market shifts or client meetings
• Operates under high confidentiality and compliance standards
• Spends most time on computers handling client portfolios and research
• Works in a professional office or financial institution setting

• 401(k) and employer-funded retirement plan
• Adoption assistance
• Basic term and optional term life insurance
• Healthcare (medical, dental, vision)
• Paid vacation (from two to five weeks, depending on salary grade and tenure)
• Pregnancy disability and parental leave
• Short-term and long-term disability
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year, unless otherwise provided by law
• Up to 11 paid holiday opportunities

U.S. Bank is an Equal Opportunity Employer.