Job Description
Client Service Specialist Sr.
UMBFSI UMB
Financial Corporation•3.6 Leawood, KS Job Details Full-time $57,760•$109,460 a year 1 day ago Benefits Paid holidays Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Adoption assistance Employee assistance program Vision insurance 401(k) matching Gym membership Qualifications Opening bank accounts Cash management Full Job Description Duties & Responsibilities 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 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
Job 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 Technical Skills:
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 Smart, intellectual, and business savvy Driven to succeed; passionate Trustworthy Consistent high performer Adaptable and able to adjust to many different personalities Surrounded always by other high performers Very hard worker Resourceful; overcome obstacles Effective leader, even without authority Down-to-earth, well-grounded, self-aware, humble 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 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 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
