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
- ...HVAC Service Coordinator We are seeking a highly organized and detail-oriented HVAC Service Coordinator to join our dynamic team. As an HVAC Service Coordinator, your primary responsibility... ...effectively interact with internal teams, clients, and vendors. Proficient in...Suggested
$132.5k - $338.3k
...accelerates growth and value for our clients through sustained customer... ...highly skilled and strategic leader with deep expertise in Sales... ...Transformation within Financial Services Industries (Banking, Capital... ...development effortsMentor junior team members, and continue to grow...SuggestedFull timeWork experience placementLive inWork at officeLocal area- ...The role requires a high school diploma, experience with a multi-line phone system, proficiency in Microsoft Office, strong customer service skills, and clear English communication; prior senior living or reception experience is preferred, with multitasking ability in a...SuggestedWork at office
$17.5 - $18.5 per hour
...Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win. Core Purpose: To create loyal,... ...club walks and bathroom checks. Provide exceptional customer service to parents and guardians, addressing inquiries, concerns, and feedback...SuggestedHourly payDaily paidFull timePart timeShift workWeekend workAfternoon shift- ...Mark Auto Group in Scottsdale, AZ is seeking a Service Advisor who will own the customer experience in the service lane and be the first... ...memorable visit. Competitive pay, flexible schedules, and a supportive team culture are offered. This role welcomes newcomers to automotive...SuggestedFlexible hours
- ...area. OR • 2-year degree from an accredited university in Food Service Management, Hotel and Restaurant Management, Hospitality,... ...Encourages and builds mutual trust, respect, and cooperation among team members. • Understands employee positions well enough to perform...Hourly payFull timeWork experience placementShift work
- ...(3 days in office and 2 days remote) Reporting to the Client Support Services Manager, the Client Support Services Coordinator (Entry-Level... ...supports the day-to-day operations of the Client Support Services team by assisting clients, maintaining accurate documentation,...Temporary workWork at officeRemote workMonday to FridayShift work
- ...Goodwill of Central and Northern Arizona is seeking a Customer Service Manager for the Oak Store in Scottsdale to oversee the sales floor and lead a team to achieve daily, monthly, and yearly goals in support of GCNA's mission. Responsibilities include mentoring Retail...
- ...Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing... ...fertility clinics and comprehensive service providers nationwide. Guided by our mission... ..., develops and coaches a high-performing team, leverages Salesforce and AI-enabled...
- ...inventory updates, and assisting with inventory movement tracking across internal systems. Support Fleet Operations, Customer Service, and Sales teams by helping manage operational inquiries, coordinating updates, and assisting with Salesforce-related operational approvals...Work experience placementWork at office
$43k - $48k
...Apply Here Osaic Careers Customer Service Opportunity in Financial Services Operations... ...to join our Financial Services team, supporting the efficient and accurate handling... ...validating, and processing a variety of client account requests-including account...Full timeFor contractorsWork experience placementInternshipWork at office$65k
...Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win. Core Purpose: To create loyal,... ...District Operations Manager, is responsible for overseeing the Service team as well as day-to-day tasks resulting in Operational...Daily paidFull timePart timeFlexible hours- ...of the July 2026 launch • A trained and sales-capable Member Services team at each location — you raise the floor for everyone •... ...Performance Review At Center Court Pickleball Club, we grow our leaders from within. The Membership Sales Manager role is a direct pipeline...Full timeLocal areaHome office
- General Summary: Oversees implementation of Safeway's and Starbucks' merchandising programs. Responsible for pricing, displaying, ordering and inventory control within the Department. Responsible for the overall presentation, cleanliness and profita
- ...a department or floor's performance, leading and coaching a team of client advisors to achieve individual, departmental, and store targets... ...ensure a high level of client experience and personalized service. Drive sales and technical product knowledge for assigned categories...
- Savers | Value Village in Scottsdale, AZ is looking for a Retail Manager who will support the service and back-room operations of our stores. This role values uniqueness and diversity, focusing on the growth of each employee in a purpose-driven environment. The position...
- PURPOSE: Provides excellent customer service and ensures that all customers receive fast, friendly, accurate checkout service by passionately implementing the spirit of customer first, second to none. Assists with the operations and supervision of th
- ...general supervision of the Vice President of Client Services, the General Manager of Community... ...communication with BOD, vendors, and internal team. Financial acumen and competency... ...Association Management Company) has been a leader in community association management, currently...Temporary workLive inRelocationFlexible hours
- ...Overview At Sprouts Farmers Market, the Service Manager is responsible for overall customer... ...by inspiring and motivating a team committed to providing superior service in... ...disciplinary actions, training, developing leaders, conducting performance appraisals, meeting...Hourly payTemporary workWork at officeImmediate startFlexible hoursNight shift
- .... Pursue your education. Build your skills and be yourself. The team for me our people want to say YES to working with energy and purpose... ...results back to their team and other managers. The Guest Service Department Manager's responsibilities may include making sure crew...Hourly payFlexible hoursShift work
$23.56 - $27.09 per hour
...About the Role As a Department Manager, you’ll be the leader supporting and encouraging your whole team. By bringing everyone together, you’ll be able to... ...creating plans to optimize results. Ensure customer service is provided in all areas of the store and that your team...Hourly payLocal area- ...Grill. This role includes managing personnel, ensuring quality service, and adherence to health regulations. The ideal candidate will have... ..., excellent customer service skills, and the ability to lead a team effectively. It is also essential to be flexible with working...Flexible hoursNight shift
- ...possible as you partner with clients to unlock hidden value and deliver... ...practices with Reinvention Services and Engines. Our expertise... ...Accenture Mid-market brings together teams across our global network to... ...we are one of the world’s leaders in helping drive that change,...Full timeWork experience placementLive inWork at officeLocal area
$70.35k - $205.8k
...operations, connected energy services and customer platforms to help... ...demand, optimize assets and teams, and drive towards net-zero emissions... ...with C-suite executives, leaders and boards of the world’s... ...comfortable working alongside clients and cross-functional teams,...Full timeWork experience placementLive inWork at officeLocal area$87.9k - $140.64k
...relationship-oriented problem solver to join our Professional Services Operations team. As a Program Manager, you'll lead critical operational... ....Develop dashboards, analyses, and presentations that help leaders monitor performance and make data-informed decisions.Partner...Work experience placementWork at office- ...Investments is a growing asset management firm. We are seeking a seasoned, client-centric operations professional to serve as the critical bridge between our trading and operations team and our client service/relationship management team. This role is essential to delivering...Full timeWork at office
- ...is excited to be adding to our team. We are currently hiring for a... ...of crucial importance to our clients, team members, and studio experience... ...Astaire Dance Studios® is the leader in ballroom dance instruction... ...Outstanding customer service skills Responsive, flexible...Full timeCurrently hiringLocal areaImmediate startFlexible hours
- ...Health is seeking an Operations Manager who will drive store execution and performance by leading a dedicated team. This role focuses on excellent customer service while implementing operations policies and managing sales, inventory, and staff development. Ideal...
- ## Customer Service ManagerApplylocations: Oak Store (Scottsdale & Oak)time type: Full timeposted on: Posted Todayjob requisition id: R2... ...relating to the daily operations of the sales floor, leading the team and driving the business. Key responsibilities include building,...Work experience placementWork at officeLocal areaRemote work
- ...Manager, you will be responsible for ensuring exceptional customer service, maintaining high-quality standards, and maximizing profitability across our various restaurant concepts. You will lead a team of dedicated staff members, set performance goals, and ensure the smooth...Full timeWork at officeFlexible hoursNight shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PWM Client Services Team Leader. Be the first to apply!
- customer service expert Scottsdale, AZ
- verizon customer service work from home Scottsdale, AZ
- customer support Scottsdale, AZ
- automotive customer service Scottsdale, AZ
- customer relations associate Scottsdale, AZ
- bilingual spanish customer service Scottsdale, AZ
- customer service front desk receptionist Scottsdale, AZ
- customer service teammate Scottsdale, AZ
- customer care advocate Scottsdale, AZ
- virtual customer service Scottsdale, AZ




