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.
Ascent Private Capital Management is the ultra-high-net-worth wealth management division of U.S. Bank dedicated to helping clients and families achieve their financial goals
Ascent is seeking a highly organized, technology-savvy Client Experience Associate to support the National Ascent Servicing & Administration organization reporting to the Chief Administrative Officer. This role serves as a key coordinator for business line initiatives, communications, technology platforms, operational governance, and executive support activities. The position partners across Wealth Management, Operations, Marketing, Technology, and Client Experience teams to drive execution, accountability, and organizational effectiveness.
Key Responsibilities
- Serve as the Salesforce Business Line Champion, acting as the primary liaison between business users, technology teams, and the Wealth Management COE to support enhancements, issue resolution, testing, and adoption.
- Act as the Referral Program Subject Matter Expert, coordinating communications, training, and implementation of program changes impacting Ascent.
- Manage the Ascent Web Inquiry Program, routing prospective client inquiries, tracking outcomes, and ensuring timely follow-up.
- Support National Wealth Strategy initiatives, including meeting coordination, agenda development, action item tracking, and collaboration with Ascent Wealth Strategists and Wealth Management Planning partners.
- Assist with tracking business line marketing and communication activities, including events, campaigns, insights articles and collateral needs.
- Coordinate national team calls, leadership forums, and governance meetings, including agendas, materials, meeting notes, and tracking of follow-up actions.
- Track quarterly priorities, strategic initiatives, project backlogs, and action items to support leadership visibility and accountability.
- Serve as the Copilot Engagement Coordinator, monitoring adoption metrics, maintaining the Ascent Prompt Library, promoting training opportunities, and sharing success stories and use cases.
- Manage SharePoint governance and content administration, including content updates, site maintenance, retention compliance, page refreshes, and SharePoint user engagement activities.
- Serve as a resource for entitlement and user access management, supporting front-office teams and coordinating with technology partners.
- Provide administrative and project support to the Ascent CAO, including scheduling, meeting coordination, presentation development, and special projects.
- Act as a business-line resource for Document Exchange and document management platforms, supporting adoption and best practices.
Key Skills Required
- Project coordination and execution
- Strong organizational and prioritization skills
- Meeting facilitation and action item management
- Excellent written and verbal communication skills
- Microsoft 365 proficiency (PowerPoint, Excel, Teams, Outlook, SharePoint)
- Ability to manage multiple priorities and deadlines
- Strong attention to detail and follow-through
- Analytical thinking and reporting capabilities
Preferred
- Salesforce experience
- SharePoint administration experience
- Marketing and communications coordination
- Dashboard reporting and data visualization
- Microsoft Copilot and AI productivity tools experience
Qualifications
- Bachelor's degree or equivalent work experience
- 3+ years of experience in project coordination, business administration, client experience or related fields
- Demonstrated ability to manage multiple projects and stakeholder groups simultaneously
- Proven success supporting leadership teams, governance processes, and strategic initiatives
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. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
