Client Service Specialist Sr. UMBFSI

Private Wealth Management Client Service Associate

Type of Role: Individual contributor, experienced

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

Role Specific Job Duties:

• Primarily focused on servicing high value family client segments
• Senior mentor for other client service associates on the team; regularly provides guidance and feedback on client service best practices
• Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects

Function 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
• 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
• 5+ years of applicable experience within Financial Services
• Holds both insurance and series 7 licenses

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: $69,920 - $109,460
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $63,830 - $100,210
• US Employees in all other states not listed above: $57,760 - $90,960

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.

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.

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