U.S. Bank is seeking a Private Wealth Management Universal Assistant to serve as the primary daily liaison between Wealth Management, Trust, Banking and Investment clients and the bank.
The role handles calls, transactions, and problem resolution within delegated guidelines, escalating when necessary. The position emphasizes proactive issue identification, compliance awareness, and building knowledge of accounts through ongoing client contact.
#J-18808-LjbffrHybrid Private Wealth Assistant — Client Advisory & Service in brentwood at Unknown Company
This position is listed as full time and onsite.