New Job Private Wealth Management Associate In Colorado

Private Wealth Management Associate
Private Wealth Management Associate

Private Wealth Management Associate

Company : U.S. Bank National Association
Salary : $22.74 - $33.37 an hour
Location : Colorado

Full Description


We believe it takes all of us to bring our shared ambition into life, and 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 the communities we support from day one.''

Job Description

Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Basic Qualifications
  • An associate's degree or equivalent work experience, or
  • 5 or more relevant experiences :

Preferred Skills/Experience
  • Effective verbal, written and interpersonal communication skills?
  • Proven customer service and problem solving skills?
  • Computer navigation skills using a variety of software packages including Microsoft Office applications :-]
  • Advance knowledge of business and financial products and services?
  • Sufficient understanding of departmental procedures and systems to operate with very limited supervision

What are the disability accommodations for applicants? How do we make them available to all of our applicants in a single step process? Request details.


Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside of 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.

  • Healthcare (medical, dental, vision)

  • Life Insurance: Basic term or optional life insurance? Which is better?

  • Short-term and long-term disability

  • What is the difference between pregnancy and disability?

  • What are examples of employer-funded retirement plans? How do they work?

  • Paid vacation (from two to five weeks depending on salary and grade) for students?

  • How many paid holidays are there in the world?

  • Adoption assistance

  • Up to 8 hours per day, unless otherwise provided by law, and sick and safe leave accrues for every 30 hours worked.

EEO is the Law

We are committed to creating a diverse workforce, and we consider all applicants without regard to race, religion, color, or sex. Gender identity, disability or veteran status, among other factors.''

E-Verify

The U.S. Bank participates in the E-Verify program, which is an Internet-based employee eligibility verification system operated by the US Department of Homeland Security and certain United States territories.

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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.74 - $30.34 - $33.37