U.S. Bank Client Experience Director in San Francisco, California
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job DescriptionThe primary purpose of this position is to ensure a seamless and integrated client experience for the ultra high net worth clients of Ascent Private Capital Management. Coordinates operational effectiveness among banking, trust, investment management, financial administration, and wealth planning and information management to support efficient and coordinated interactions for extremely complex clients. This position coordinates all of the client meetings and events for the regional team and ensures responsive, accurate and proactive customer service. Creates and maintains excellent professional relationships with all key partners and team members.
Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of relevant experience, with at least eight or more years of experience in wealth management or business serving UHNW clients
Preferred Skills/Experience - Thorough knowledge of Wealth Management products and services - Strong project and relationship management skills - Demonstrated problem-solving expertise in working within the private wealth multidisciplinary - Ability to partner with clients to identify and service unique customer needs - Ability to work and make critical decisions independently - Excellent presentation, verbal and written communication skills - Demonstrated success in attracting and retaining prospective clients
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.