Elavon

PWM Associate

Elavon

1 month ago
Santa Barbara, CA
Hybrid
Full Time
Junior
1 applicant
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Elavon
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About this role

The Private Wealth Management (PWM) Associate at U.S. Bank serves as the main contact point for Wealth Management, Trust, Banking, or Investment clients, handling client calls, transactions, and problem resolution to support client satisfaction and business growth. The role involves working proactively within departmental guidelines to support client relationships and ensure compliance.

Skills

Elavon

About Elavon

usbank.com

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

About Elavon

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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