Private Wealth Management Associate at U.S. Bank Naples, FL

Job Title

Private Wealth Management Associate (PWM Universal Assistant)

The Private Wealth Management (PWM) Universal Assistant functions as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority and department guidelines, the incumbent handles day‑to‑day client calls, transactions, and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or specialist. The role proactively identifies potential problems, compliance issues, or fraud to maximize client satisfaction and encourage relationship expansion.

The assistant develops a working knowledge of assigned areas and accounts through frequent client contact and execution of standard departmental procedures.

• Bachelor's degree, or equivalent work experience
• 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
• Considerable knowledge of departmental and bank products and services
• Sufficient understanding of departmental procedures and systems to operate with very limited supervision

The role offers a hybrid/flexible schedule, requiring an in‑office presence of at least 3 days per week and the flexibility to work outside the office for the remaining days.

• 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 hours, up to 80 hours per calendar year unless otherwise provided by law

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, veteran status, or any other factors protected under applicable law.

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