Private Wealth 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 : Primarily focused on servicing lower value client segments

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

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

Minimum Requirements :

Bachelor's degree in relevant field or combination of education and experience that provides an 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

Minimum 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

Preferred Technical Skills :

Working knowledge of complex account types

Demonstrated experience with a wide range of client situations and inquiries

Experience in supporting financial planning data collection, entry, and process

General knowledge of compliance rules and regulations within wealth management

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 Range : $44,790.00 - $86,510.00

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 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. 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.