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
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.... The ideal candidate has experience managing cases from initial evaluation through discovery... ..., and expert witnesses. * Represent clients at court appearances, hearings, case... ..., collaboration, and attentive client service. We offer attorneys the opportunity to help...Flexible hours- ...generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends...Full timeWork at officeVisa sponsorshipWork visa
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