Client Service Specialist II

Private Wealth Management Client Service Representative

Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients

Role Specific Job Duties:

• Serve as the main point of contact for clients
• Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
• Works collaboratively with Senior Associates on team to resolve complex client related issues and escalations
• Ensure clients have a positive service experience that always exceeds their expectations
• Build and maintain client relationships aimed at client retention and engagement
• Manage new client onboarding process, inclusive of client setup in Total Wealth and eMoney
• Maintain and update Salesforce CRM for all client activities
• Maintain client paperwork and electronic data files for all client relationships
• Understand the client's overall business needs and help identify value-added services that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• Perform required Administrative Compliance reviews with clients
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Manage client event requests and event planning
• Creation and delivery of prospect and marketing materials
• Prepares and submits all new bank custody accounts for approval by the Business Review Committee
• Ensure all minimum standards of care are met across all client relationships assigned, and that there is sufficient meeting preparation and follow-ups are delivered upon
• Other duties as assigned

Requirements MINIMUM:

• Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
• 3+ years of applicable experience within Financial Services

PREFERRED:

• Demonstrated client service experience within a wealth management institution
• Knowledge of Personal Trust, Custody, and Investment management service offerings and account types

Job Skills:

• Great communicator with strong interpersonal skills
• Systems thinking and complex problem solving
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• Understanding of financial services client service best practices and a knack for generating "wow" moments for clients
• Able to balance a client experience mindset when managing and controlling business risks
• Ability to work independently, collaborating with others to accomplish client objectives
• Ability to adapt to changing information and business needs
• Demonstrated ability to learn and communicate complex and detailed information
• Analytical problem solver with the ability to think creatively
• General knowledge of new account opening, client onboarding requirements and cash management
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication

Technical Skills:

• Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
• Strong proficiency in Salesforce CRM software
• Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape
• Proficiency with eMoney client portal and financial planning software
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion

Work Environment:

• Type: Office Centric (60% In Office)
• Location: Various Private Wealth Office Locations

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$54,220 - $79,020

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$49,510 - $72,340

US Employees in all other states not listed above:

$44,790 - $65,650

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.