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Wealth Management Client Services Associate

U.S. Bank

U.S. Bank is seeking a PWM Universal Assistant to serve as the primary daily contact between Wealth Management, Trust, Banking, and Investment clients. The role involves handling client calls and transactions, escalating to the Private Wealth Management Advisor when needed, and proactively identifying issues to maximize client satisfaction and growth of relationships. The position requires a Bachelor's degree or equivalent experience, with a hybrid/flexible schedule and in-office expectations of #J-18808-Ljbffr U.S. Bank

Vacancy posted 4 days ago
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