Client Relationship Coordinator - Private Wealth

Duties & Responsibilities Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver on standards of care for Private Wealth Management clients Role Specific Job Duties: Serve as client relationship coordinator for a limited number of clients Support resource to other client relationship coordinators on team, providing leverage to execute on tasks and responsibilities Function Specific Job Duties: When assigned client relationships, drive important touchpoints of engagement throughout each client’s journey Ensure all minimum standards of care are achieved across client relationships assigned Execute on the client engagement plan, by maintaining schedule of client meetings and proactive touch points Assist with advice team preparation and follow-up activities for client meetings, as necessary Help manage the proactive outreach to clients by advisors, trust officers, portfolio managers and financial planners Ensure clients have a positive service experience that always exceeds their expectations Maintain and update Salesforce CRM for all client activities and events Ensure adherence to corporate policy, operational policy, and regulatory guidance Manage client event requests and event planning Other duties as assigned Requirements MINIMUM: Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background PREFERRED: Applicable experience within Financial Services Knowledge & Skills MINIMUM: Job Skills: Great communicator with strong interpersonal skills Attention to detail, yet ability to grasp big picture Highly organized and can effectively multi-task 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 Organize and prioritize activities to ensure completion within established deadlines Exceptional written communication 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: $41,060 - $59,760 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $37,490 - $54,700 US Employees in all other states not listed above: $33,920 - $49,650 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information. 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. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to View email address on click.appcast.io to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. #LI-CH1 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision Check out the road to a career at UMB