Wealth Management Trust Specialist

GeneralGeneralFull TimeRemoteMid LevelTeam 10,001+Since 1863H1B No SponsorCompany SiteLinkedIn

Location

California + 4 moreAll locations: California | Colorado | Illinois | Minnesota | Wisconsin

Posted

3 days ago

Salary

$22 - $30 / hour

Seniority

Mid Level

Associate Degree2 yrs expExperience acceptedEnglish

Job Description

Wealth Management Trust Specialist

U.S. Bank

• Provides high quality customer service by responding to telephone inquiries, requests, and problems for an affluent client base where the bank is acting as trustee, agent or custodian. • Resolves problems and errors and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being monitored within designated authority levels. • Generally the first point of contact for clients being serviced by an administrative team. • Performs Medallion Signature Guarantee and wire callbacks to prevent fraud and assure wire accuracy.

Job Requirements

  • Associate's degree, or equivalent work experience
  • Two to five years of experience in client/customer service, and fiduciary activities
  • Thorough knowledge of personal trust administration, fiduciary regulations, and trust services
  • Thorough knowledge of fiduciary services and compliance/regulatory reporting
  • Thorough knowledge of systems and procedures, as well as operations areas and responsibilities
  • Strong problem-solving and negotiation skills as well as the ability to handle basic to difficult customer calls
  • Proven commitment to high quality customer service
  • Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
  • Excellent interpersonal, verbal and written communication skills

Benefits

  • 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

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