PWM Client Services Team Leader
$75.82k - $89.2kU.S. Bank
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the support staff for Private Wealth Management. Has direct responsibility for overseeing the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank. Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship. Develops working knowledge of assigned area accounts through frequent client contact.Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically a minimum of five years of banking experience, and at least one year of experience managing a teamPreferred Skills/Experience - Ability to be accountable and work independently in managing a team tasked with excellent service and issue resolution - Ability to effectively work with others as part of a high performing team - Effective communication skills, consultative approach and able to influence others to support objectivesIf there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full benefits available by employment status here. 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 or veteran status, and other factors protected under applicable law.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Scottsdale, AZ; Boise, ID; Las Vegas, NVType: Full time
- ...in the United States is seeking passionate individuals for a client service leadership role. This opportunity offers flexibility with remote... ...and possess strong communication skills to inspire and lead teams effectively. Join us to achieve outstanding results while maintaining...SuggestedRemote work
$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United States - Nationwide Travel 15% travel Visa Sponsorship... ...needs. As an integral member of our dynamic Industrial team, the Client Service Leader contributes by: Responsibilities...SuggestedTemporary workVisa sponsorship$134k - $202k
...decisions, and scale impact. As part of our Adoption Services team, you'll play a key role in helping customers harness the full... ...Act, and redaction requirements (PII, trade secrets, attorney-client privilege), able toexplainandmapcomplex, multi-step government...SuggestedContract workRemote work$134k - $202k
...ecosystem that transforms how organizations uncover insights, make decisions, and scale impact. As part of our Adoption Services team, you'll play a key role in helping customers harness the full potential of Relativity through dynamic, data-driven experiences...SuggestedRemote workFlexible hours- A leading client service company in the United States is searching for passionate individuals to join their team and pursue a rewarding career in client service leadership. The role offers the flexibility to work from home, allowing for a perfect balance between personal...SuggestedRemote workWork from homeFlexible hours
- ...continue to learn, evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience by ensuring safe and quality food is prepared and served; and...Work at officeLocal areaShift work
- ...Service Coordinator The Service Coordinator will ensure that people have a pleasant, informed, and professional experience when receiving or inquiring about products and services at XPEL. Core Duties To gain knowledge of XPEL products; assist customers with...Work at office
- ...Global Elite Empire Consultants is seeking candidates for a remote client service leadership role offering a flexible schedule and work-from-... ...focus on delivering excellent customer service, leading teams, and driving growth within a responsive, virtual work setting....Remote workWork from homeFlexible hours
- ...Remote Travel Services Coordinator Boise, Idaho, United States Customer Representative... ...building meaningful travel experiences for clients across the country. Key Responsibilities... ...with continuous training and dedicated team support. Join a community of travel enthusiasts...Remote workFlexible hours
- ...Cook Solutions Group in Boise, ID, is seeking a Part-Time Project & Service Coordinator to oversee administrative and operational support for project and service management teams. You will be responsible for ensuring installation and service activities are coordinated...Part timeWork at office
$120.97k
...Company Overview Check out this video and find out why our team loves to work here! ( Join Us! CDM Smith – where amazing... ...CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to...Temporary workWork experience placementH1b$18 per hour
...community for Assisted Living, Independent Living and Memory Care by U.S News & World Report, is looking for talented food service leads to join our team! Under general supervision, the Food Service Lead performs any or all duties associated with setting up and working...Hourly payNight shiftWeekend work- ...patient-centered care rooted in the latest research and compassionate service. At FMI, we value collaboration, innovation, and empathy, and... ...and integrative medicine in the communities we serve. Join our team and be part of transforming healthcare while making a meaningful...Work experience placementFlexible hours
$17 - $19 per hour
...Job Description Job Description Service Coordinator Snake River Pool & Spa | Central... ...& Spa has been Southern Idaho’s trusted leader in pools and spas since 1978. With a long... ...products, great customer service, and dedicated team members, we take pride in creating a...Hourly payFull timeWork at office- A leading consulting firm is seeking a Call Center Operations Manager in Boise, Idaho. This role involves overseeing day-to-day call center functions, ensuring compliance with federal privacy standards while enhancing operational efficiency. Candidates should have 7-10...
- Tampa International Airport is looking for a Passenger Service Supervisor to oversee the airport passenger service environment. This role requires ensuring quality service, assisting with check-ins, and managing passenger issues, all while maintaining a positive attitude...
$22 - $24 per hour
...AVAILABLE FOR 24/7 EMERGENCIES. At Avista Senior Living we offer team members the chance to do the kind of work that is meaningful and... ...who live our mission of demonstrating exemplary red carpet service in all we do. The opportunity to grow, challenge yourself, and learn...Hourly payFull timeShift workWeekday work- ...Supervisor, you are a part of a dynamic team that allows you to grow as Convergint grows... ...have a passion for providing world-class service to customers, colleagues and communities.... ...- Works well as a member of a group Leader - Inspires teammates to follow them Innovative...Full timeWork from home
- ...Operations Supervisor ensures that customers are promptly and professionally served, provides general bank information and cross sells services, and is responsible for business development and marketing of existing and prospective accounts. Qualifications High school...For contractors
$20 - $24 per hour
...ownership as of 2026, we're investing in modern tools and building a team that takes care of customers the right way. We're small, fast-... ...sure nothing falls through the cracks. You'll handle inbound service calls, process policy changes, manage the mail and office flow,...Full timeWork at office- ...REWARDING CAREER WITH US!The Sekisui House U.S. team is a proud builder of the SHAWOOD,... ...being a member of Sekisui House, a global leader in homebuilding. This impressive, 60+... ...House's unparalleled history and superior service, we commit ourselves to a future where people...Full timeTemporary workWork at officeLocal areaFlexible hours
$107.16k - $238.17k
...can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy... ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...:Coordinate with internal client service teams to assist multinational enterprises...H1bLocal area$16 per hour
...experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation and readily embrace emerging... ...prioritize and tackle tasks independently. Exceptional customer service, communication, and time management skills. Physical ability to...Hourly payPart timeLocal areaImmediate start- ...two brands are why Topcon Solutions is a leader in the industry. Our vast product portfolio... ...point of contact for customers and field teams. You won't just be filling a role, you... ...effectively with customers, sales teams, service technicians, vendors, and warehouse staff...For contractorsWork at office
$20 per hour
...Part time Project & Service Coordinator - Boise, ID Pay: $20 per hour Hours: 20-25 hours per week between the hours of 9am - 4pm daily.... ...operational support to the Project Management and Service Management teams. This role is critical in ensuring installation and service...Hourly pay16 hoursPart timeWork at officeLocal area$140.1k - $190.9k
...Athletes, High Net Worth and Family Office type clients and all their related entities. Conduct... ...short and long termSupport the partner team in identifying and promoting the... ...clearly to non-tax professionals.Strong client service orientation with a proven ability to retain...Full timeContract workWork at officeLocal areaWork from homeFlexible hours$154.2k - $210k
...opportunities to minimize tax exposure and support clients' long-term financial objectives. Conduct... ...and delivering exceptional client service. Develop practical solutions for clients... ...with clients and engagement teams. Assess engagement staffing needs and ensure...Full timeContract workLocal areaFlexible hours- ...Manager position(s). This multi-faceted role supports either the service side of our stores or the backroom product flow function (... ...loyal customers who visit our 300+ stores and our more than 22,000 team members that make it possible. Learn more about the Savers® family...Local area
- ...customers installed base performance and deliver service and lifecycle solutions for their most... ...change upgrades to be performed at client sites. Ensures adequate records and systems... ...of the CFW (Central Flexible Workforce) Team for the specific Tier 1 Account Team, representing...Local areaRemote workFlexible hours2 days per week3 days per week1 day per week
$61.55k - $73.09k
...we present a comprehensive equipment offering, our expertise and service are what truly distinguish us from the competition. We pride... ...current skills while developing new skills Work with an incredible team of people Sunbelt Rentals--the fastest growing rental business in...Full timeTemporary workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Client Services Team Leader. Be the first to apply!
- service team leader Boise, ID
- service lead Boise, ID
- family service coordinator Boise, ID
- early intervention service coordinator Boise, ID
- service coordinator Boise, ID
- food service coordinator Boise, ID
- customer service expert Boise, ID
- verizon customer service work from home Boise, ID
- customer support Boise, ID
- automotive customer service Boise, ID


