Ascent Associate of Client Experience - Minneapolis, MN

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Ascent Private Capital Management is an ultra-high net worth wealth management firm providing advisory and consulting services, with a focus on clients with a net worth of $75 million and above. Working side by side with multiple generations of families, Ascent offers a combination of traditional wealth management services and leading-edge wealth impact strategies for establishing a personal family legacy while providing ongoing, comprehensive, and integrated services. These Ascent efforts generate revenue through a combination of investment management fees, private banking (including lending) and other family office services (advisory services including reporting, consulting, education, and family meetings).

The Ascent Associate of Client Experience is an administrative representative supporting the Minneapolis Regional Office across all functional areas of the Ascent business including Trust, Banking, and Investments. Working with the various department leads, this role helps to support day-to-day client activities and tasks. As directed, may coordinate document execution with
clients directly to support account openings and/or to resolve compliance exceptions. Develops working knowledge of assigned areas and execution of standard departmental procedures. Works proactively to manage the administrative tasks of each department, including:
- Banking: Coordinate account opening documents, branch transactions (deposits, cashiers checks, etc.) and statement support.
- Investments: Support client meeting prep, investment review books, private capital subscription documents and trade advice management.
- Family Office Services: Facilitate account opening documents, trust check deposits, tax document requests (K1s & 1099s) and statement set-up.
- General Office Management: Coordinate the tracking and processing of expense invoices, office supply and materials inventory, maintenance activities (a/v technology, lighting, cleaning, etc.), meeting coordination and logistical prep (scheduling, materials, room set-up, etc.)

Basic Qualifications:
- Associate degree, or equivalent work experience
- Five or more years of administrative support experience in a banking environment

Preferred Skills/Experience:
- Superior knowledge of departmental operations/policies and bank products/services
- Excellent interpersonal, verbal and written communication skills
- Exceptional customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Ability to resolve complex problems with minimal guidance
- Excellent computer skills, especially Microsoft Office applications

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer