WM Affluent Client Associate - Beverly Hills, CA

Are you a driven and customer-focused individual with experience in the financial industry? U.S. Bank Corp is seeking a highly motivated Affluent Client Associate to join our team in Beverly Hills, CA. In this role, you will have the opportunity to work with our affluent clients, providing them with exceptional service and building strong relationships. As a member of our team, you will have access to top-notch training and development opportunities, along with a supportive and collaborative work environment. If you possess a passion for delivering personalized financial solutions and meeting the needs of affluent clients, we want to hear from you!

1. Provide exceptional customer service to affluent clients, ensuring their needs are met and exceeded.
2. Build and maintain strong relationships with affluent clients, promoting customer loyalty and satisfaction.
3. Utilize strong knowledge of the financial industry to guide affluent clients in making informed financial decisions.
4. Act as a representative of U.S. Bank Corp, promoting the company's values and services to affluent clients.
5. Continuously seek opportunities to upsell and cross-sell financial products and services to affluent clients.
6. Collaborate with team members to ensure a seamless and efficient client experience.
7. Stay up-to-date on industry trends and changes to regulations, and communicate these updates to affluent clients.
8. Attend and participate in training and development opportunities to enhance knowledge and skills.
9. Maintain accurate and organized client records and documentation.
10. Handle and resolve any client complaints or issues in a timely and professional manner.
11. Adhere to all company policies, procedures, and ethical standards.
12. Serve as a positive and supportive team member, fostering a collaborative and productive work environment.

According to JobzMall, the average salary range for a WM Affluent Client Associate - Beverly Hills, CA in Beverly Hills, CA, USA is $58,000 to $74,000 per year. However, this can vary depending on factors such as experience, education, and the specific company hiring for the position.

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. It is the parent company of U.S. Bank National Association, which is the 7th largest bank in the United States.