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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 (https://careers.usbank.com/global/en/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, 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

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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: $105,400.00 - $124,000.00 - $136,400.00

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.