Customer Service Officers

Client Service Specialist II
You're more than a means to an enda 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. You'll be valued for exactly who you are and encouraged to support causes you care about. UMB's Private Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The Private Wealth Management department is important to the company because it provides another opportunity for the company to have a diverse revenue stream. By developing strong community and personal relationships, this group take great pride in helping families with diverse investment needs and strategies.
Working as the Client Service Specialist II, you will partner with assigned Financial Advisor(s) acting as the point of contact for all sales and service related activities including client development and prospecting, on boarding, new account openings, and general maintenance activities playing a critical role in transitioning business opportunities. You will partner with the Advisor(s) to drive new business and retain/grow existing business while delivering the highest level of customer experience possible to the clients. You will be responsible for delivering a high level of support in a high-risk environment which is fast paced with frequently changing priorities. You will be responsible for the day to day support and will focus on providing personalized and tailored interaction as needed. You will be responsible for money moves, maintaining compliance logs, requesting trades, new account processing and service requests. You will prepare various reports, correspondence, and complete special projects such as expense reports, setting of appointments and managing calendars. The role offers opportunity for personal growth whether it's by learning how to interact and connect with different types of clients in different settings or having access to resources to grow in their own personal knowledge of the investment world.
In order for us to support that, we strive to make our associates well rounded and encourage them to approach situations in a collaborative way. UMB recognizes that the care we provide to our clients won't be top notch if our associates don't feel supported in what is important to them. To ensure we do this, we provide training and support to encourage success in our associate's career. We also recognize that work/life balance and community involvement is important to many of our associates, so we make sure to think outside the box and provide options and opportunities for our associates.
Critical to the operation, you will assist the Financial Advisor in establishing and executing a client communication plan for each segment based on profitability, assets and potential.
You will complete all new account processes, verifying all required information is provided on application, complete all transfer of assets and monitor the assets received for verification to ensure accuracy and compliance.
You will respond to complex customer service problems, questions, and escalate issues from internal and external sources to ensure client satisfaction.
You will promote client services, actively engage clients in a manner that maintains and expands business relationships and enhance the Private Wealth image contributing to growth.
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

paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; fitness reimbursement; tuition reimbursement; 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 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.