Private Wealth Management Associate - Client Services

Posted 4 days ago

us bankScottsdale (AZ)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

U.S. Bank is seeking a service and support representative to act as the primary daily contact for Wealth Management Trust, Banking, or Investment clients. You will handle calls, transactions, and problem resolution, escalating when needed to wealth advisors or specialists. The role emphasizes proactive issue identification, compliance awareness, and strong client relationship development within a supportive, collaborative environment. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.