Ascent Client Experience Consultant

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 a leading player in the ultra-high-net-worth financial services industry, dedicated to helping our clients and families achieve their financial goals. With a commitment to ongoing efficiency, partnership, and innovation, Ascent is seeking a highly motivated National Client Experience Consultant to join our team. Reporting to the Ascent Chief Administrative Officer, this role acts as the primary liaison between the Ascent Regional Office (ARO) team members and internal trust operations and Center of Excellence (COE) partners to enhance workflows, improve partnerships and provide an ongoing feedback loop to ensure client and front office needs are being advocated for as needed.

The Ascent Client Experience Consultant acts as a business line project manager often participating on project teams to review recommendations and changes to operational systems (SEI/SWP, Fee Advantage, Nexus, Salesforce, etc.) and procedures. The role assists in coordinating system conversion communications ensuring the business line is properly informed of and prepared for future changes related to internal operations systems and technology. The Ascent Client Experience Consultant is pivotal in streamlining operations and fostering innovation within our organization.

Key Responsibilities:

• Operational Coordination: Collaborate with various internal business partners (Trust Ops, Trust Admin, Global Fee Team, etc.) to develop and execute operational strategies that enhance efficiency, increase operational scalability, and reduce costs.
• Process Improvement: Identify areas for process improvement and work cross-functionally to implement solutions that optimize workflows and drive innovation.
• Data Analysis: Utilize data-driven insights to identify trends, opportunities, and areas for improvement in operational processes.
• Project Management: Lead and support various operational and technology projects, ensuring timely completion and alignment with organizational goals.
• Stakeholder Engagement: Foster strong relationships with internal stakeholders to promote collaboration and achieve operational objectives.
• Innovation Promotion: Encourage a culture of innovation within the organization by proposing and implementing innovative solutions and technologies.
• Advocate for Business Needs: Act as Ascent’s voice with internal technology partners to ensure business needs are being advocated for.
• Quality Service: Ensures quality service and effective operations support for all of the assigned internal and external customers.

Basic Qualifications:

• Bachelor's degree, or equivalent work experience
• Six to eight years of related experience

Preferred Qualifications:

• Superior knowledge of trust operation functions, systems, policies, and procedures
• Experience with Salesforce CRM system and functionality
• Excellent organizational and project management skills with a track record of successfully working with cross-functional teams.
• Excellent interpersonal, verbal and written communication skills
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Knowledge of regulatory requirements and industry best practices in financial services.
• Bachelor’s degree in Business Administration, Finance, or related field preferred

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 (some may vary based on role, location or hours):

• Healthcare (medical, dental, visi