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Director of Client Experience
U.S. Bank
Cincinnati, OH, United States
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Ascent Director of Client Experience
Overview:
A division of U.S. Bank Wealth Management, Ascent Private Capital Management is a boutique multi-family office advisory business. Operating through six regional offices around the country and over 100 employees, Ascent is a recognized leader in the industry and advises families of very significant wealth across the full spectrum of traditional wealth advisory services as well as advanced family governance, charitable, and financial enterprise management capabilities.
Position Description:
Based in our Cincinnati regional office, the Director, Client Experience role is an opportunity to join our regional team and play a vital to the integrated delivery of Ascent’s complex platform of services. You will be drawing upon the expertise of our team of subject matter experts and dedicated internal national consulting teams to provide flawless client experience. Success in this role requires a passion for service and collaboration, exceptional organizational skills, attention to detail, business process, and workflow management know-how. A generalist role by design, the Director, Client Experience is mostly internal-facing with some client interaction. The Client Experience role is quite unique and is emblematic of our culture of service and client-first thinking.
Primary responsibilities will include: coordinating across the advisory team to achieve excellence in client delivery; workflow design and implementation; ensure a consistent application of systems, tools and standard operating procedures; and champion a high-functioning team culture of collaboration. The Director will work closely with a team of Associate Directors and Directors from multiple disciplines in delivering the client experience. The ideal candidate should be familiar with banking, trust and investment management operations and systems. This role may also include limited management responsibilities.
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