This job has expired, please see additional jobs below
Ascent Client Experience Director
U.S. Bank
San Diego, CA, United States
Job Details - this job has expired, please see similar jobs below
Responsible for the oversight of client families, households and/or related entities; having front-line responsibility for the quality and delivery of services. Responsible for providing client advisement in tax, investments, reporting, philanthropy, or banking matters. Role is direct support of the regional front offices to determine how best to deliver and sequence the workflow among the Ascent professionals on the team. Position will oversee implementation and delivery of the written strategic relationship plan.
ESSENTIAL FUNCTIONS:
1. Provide advisory services pertaining to the execution of strategies, plans; and ideas that will benefit the client by providing an enriched and integrated client experience.
2. Determine numerous client centric variables such as frequency and style of communications and meetings, operational aspects surrounding their accounts, number of accounts required, and type of asset and liability holdings.
3. Must understand client needs and priorities and formulate a plan to engage client with the team professionals in disciplines of tax, investments, reporting, philanthropy, or banking.
4. Customize the client experience to unique set of client circumstances to ensure overall relationship is seamless, stress-less, accurate, and of the highest quality.
5. Engage client in order to determine best course of action for onboarding process and coordinate activities and communications among all stakeholders and internal groups to ensure a smooth and satisfying process.
6. Identify and assemble client expectations. (how the client likes to work, form of communication, types of meetings, frequency of meetings, how to involve other advisors, should the kids or other family members be involved)
7. Review client goals, determining best practices that exceed client expectations.
8. Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and Suspicious Activity Reporting requirements, policies and procedures. Actively participate in any required corporate and business line training in these areas. Confirm account-opening procedures, understand, and follow internal suspicious activity referral requirements and processes, as required for this position. Actively works with internal and external customers to understand each customer's normal account activity, as appropriate for this position.
Qualifications
Basic Qualifications
• Bachelor's degree, or equivalent work experience
• Ten or more years of wealth management experience in areas such as client service, operations, project management, or product delivery and support
Preferred Skills/Experience
• Thorough knowledge of Wealth Management products and services
• Well-developed analytical and problem-solving skills
• 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