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U.S. Bank

Client Services Team Associate

U.S. Bank

. Private Wealth Management Client Services Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S.

Posted 3/8/2026full-timeMadison • Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $30 per hourWebsite

About the role

Key responsibilities & impact
  • Private Wealth Management Client Services Team Associate 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.
  • 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.

Requirements

What you’ll need
  • Associate's degree, or equivalent work experience, OR Five or more years of relevant experience
  • Excellent verbal, written and interpersonal communication skills
  • Proven customer service and problem resolution skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Advanced knowledge of departmental and bank products and services
  • Sufficient understanding of departmental procedures and systems to operate with very limited supervision

Benefits

Comp & perks
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
customer serviceproblem resolutioncomplianceclient relationship managementbank productsdepartmental procedures
Soft Skills
verbal communicationwritten communicationinterpersonal communication
Certifications
Associate's degree