Client Service Specialist Sr. UMBFSI

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 clients 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:
Bachelors 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:

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

US Employees in all other states not listed above:

The posted compensation range on this listing represents UMBs 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 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.

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