Associate Retirement Client Advisor

UMB Bank•Phoenix, AZ

11d

About The Position

As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and manage certain account relationships within an assigned book of business. The Associate Retirement Client Advisor works with various aspects of the retirement plan management practice including operations, investment management, knowledge, the client service model and new business acquisition.

Requirements

Bachelors in Business Administration/Management, Economics, Finance or related field.
3-5 years’ of business experience in financial services related industry.
Ability to work, efficiently, effectively, and independently to see projects through to conclusion.
Proficiency with Microsoft Office applications.
Basic knowledge of investments.
Excellent verbal and written communication skills.
Demonstrated client service skills.
Attention to detail, accuracy, and problem-solving skills.
Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments.
Self-motivated and possess a sense of urgency.
High ethical and professional standards.
Flexibility, adaptability, and solid team orientation.
Ability to support the presentation of material to clients and prospective clients as part of a team.
Can obtain the Certified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire.

Nice To Haves

High level of analytical skills.
Previous experience with retirement plans, trust accounting, and/or CRM software tools.
Basic knowledge of ERISA qualified plans.

Responsibilities

Serves on the client service team to assist in managing client relationships to help deliver the client service model to clients.
Acts as the primary contact on a select group of assigned accounts.
Participates in client and prospect meetings as well as networking opportunities.
Prepares plan and Investment reviews for prospect/client meetings.
Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals and objectives.
Monitors and manages required plan and participant notifications and reports.
Communicates with clients and follows up on advice delivery.
Partners with the RPS team as a relationship management point of contact, delivering administrative support to key clients.
Facilitates changes to plan provisions, such as implementing plan recommendations.
Conducts annual plan and Investment reviews for assigned clients.
Develops competency with internal and external software packages to manage client relationships.
Prepares investment analysis and financial related projects as needed.
Develops competency in the Customer Relationship Management (CRM) and manages workflows and related documentation requirements.
Facilitates best practices and assists in monitoring and satisfying compliance requirements.
Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
Performs other duties as assigned.

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 accounts
Flexible spending accounts
Dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits