Elavon Inc.

Ascent Client Experience Associate

Minneapolis, MN

Sponsorship not specified$93k-$109kDetected 1 day ago

Data VisualizationSalesforceExcelLeadershipCommunicationCollaborationProblem SolvingOrganizational SkillsMicrosoft OfficeSharePoint

About the role

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.

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.
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.
Track quarterly priorities, strategic initiatives, project backlogs, and action items to support leadership visibility and accountability.
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.

Bachelor's degree or equivalent work experience
3+ years of experience in project coordination, business administration, client experience or related fields
Proven success supporting leadership teams, governance processes, and strategic initiatives
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.

Act as the Referral Program Subject Matter Expert, coordinating communications, training, and implementation of program changes impacting Ascent.
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.
Serve as the Copilot Engagement Coordinator, monitoring adoption metrics, maintaining the Ascent Prompt Library, promoting training opportunities, and sharing success stories and use cases.

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
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.

This listing is sourced directly from Elavon Inc.'s careers page and normalized into a canonical job model.