Client Service Specialist II

The Private Wealth Management Operations Support team assists clients and associates in the delivery of wealth management advice and solutions.


As the Client Service Specialist II , you will be administrating Investment Accounts and Individual Retirement Accounts. As such, you will be serving as the main point of contact for your clients as they have requests related to their accounts. You will act as a resource to other client service associates on the team, providing leverage to execute on tasks and responsibilities.


How you will spend your time:

• You will serve as the main point of contact for clients.
• You will be responsible for managing day to day client transactions, such as money movements, disbursements & receipts/deposits.

• You will work collaboratively with Senior Associates on team to resolve complex client related issues and escalations.
• You will ensure clients have a positive service experience that always exceeds their expectations.
• You will build and maintain client relationships aimed at client retention and engagement.
• You will maintain and update Salesforce CRM for all client activities.
• You will maintain client paperwork and electronic data files for all client relationships.
• You will understand the client's overall business needs and help identify value-added services that Private Wealth can provide.
• You will review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results.
• You will perform required Administrative Compliance reviews with clients.
• You will ensure adherence to corporate policy, operational policy, and regulatory guidance.
• You will create and deliver prospect marketing materials.
• You will 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.

We're excited to talk with you if:

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

• You have an understanding of financial services client service best practices and a knack for generating "wow" moments for clients.
• You have general knowledge of new account opening, client onboarding requirements and cash management.
• You are proficient in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• You are proficient in Salesforce CRM software.

Bonus points if:

• You have demonstrated client service experience within a wealth management institution.
• You have knowledge of Personal Trust, Custody, and Investment management service offerings and account types.

• You have working knowledge of complex account types.
• You have demonstrated experience with a wide range of client situations and inquiries.
• You have experience in supporting financial planning data collection, entry, and process.
• You have general knowledge of compliance rules and regulations within wealth management.

• You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• You have proficiency with eMoney client portal and financial planning software.
• You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.

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

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.

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