Associate Client Relationship Manager

Umb Financial • Kansas City, MO

76d • $44,790 - $86,510

About The Position

UMB Institutional Banking encompasses the following areas: Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions, Agent Bank, Public Finance and Healthcare Services. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and fund companies in the United States. As an Associate Client Relationship Manager, you will partner with the Client Relationship Managers (CRM) team, manage and support clients in the onboarding, conversion, and ongoing needs of new and existing institutional relationships or new/additional products and services within Investor Solutions.

Requirements

• Possess a BS/BA degree in business or other related discipline or equivalent work experience.

Responsibilities

• Assist the CRM team in developing and managing ongoing institutional banking and investment service client relationships.
• Manage day to day and periodic support services within client relationships, including but not limited to daily client inquiry, system proficiency and training for clients, SLA reporting, and internal shared service team communication.
• Support CRMs coordinating client set-up and conversion activities (legal, operational, technical, and project management).
• Assist CRMs with product development assistance, problem escalation, and special projects (e.g., system testing, development) as necessary.
• Help support cross-sell strategies for existing client portfolios. Conduct industry, product, and client research to provide recommendations to the CRMs responsible for leading client strategies, which are ultimately expected to lead to consistent year-over-year growth in client revenue.

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees