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PWM Associate Client Services Team Leader / Manager at U.S. Bank - ApplyBlast

PWM Associate Client Services Team Leader / Manager

U.S. Bank

1 month ago

3.3 on Glassdoor

Los Angeles, California, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The PWM Associate Client Services Team Leader / Manager leads a team of associates supporting Wealth clients and advisors within Private Wealth Management. This role focuses on driving operational excellence, managing risk, and fostering a high-performing, client-focused culture. The position serves as a key partner to Wealth Advisors and Market Leaders to ensure seamless service delivery and continuous process improvement.

Responsibilities

Lead and develop a team of PWM Associates supporting Wealth clients and advisors
Drive operational excellence and optimize workflows for seamless client service delivery
Identify and mitigate operational risks while ensuring regulatory compliance and policy adherence

Skills

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.