Client Relationship Coordinator I
About The Position
The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus. As the Client Relationship Coordinator, you will ensure the highest standards of care for family client relationships served by advisory practices. You will coordinate all client-related activities of the advisory practice, ranging from client meetings to proactive client outreaches. This role is hybrid (Tues/Wed/Thur on site).
Requirements
- A bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
- 3+ years of applicable experience within Financial Services.
- Highly organized and can effectively multi-task.
- Understand financial services client service best practices and a knack for generating “wow” moments for clients.
- Can balance a client experience mindset when managing and controlling business risks.
- Can work independently, collaborating with others to accomplish client objectives.
- Can adapt to changing information and business needs.
- Exceptional written communication skills.
Nice To Haves
- Demonstrated client service experience within a wealth management institution.
- Knowledge of Personal Trust, Custody, and Investment Management service offerings.
Responsibilities
- Serve as the advisory team “quarterback”, driving important touchpoints of engagement throughout each client’s journey.
- Ensure all minimum standards of care are achieved across client relationships assigned.
- Responsible for establishing the client engagement plan and maintaining schedule of client meetings and proactive touch points.
- Drive and manage advice team preparation and follow-up activities for client meetings.
- Manage the proactive outreach to clients by advisors, trust officers, portfolio managers and financial planners.
- Ensure clients have a positive service experience that always exceeds their expectations.
- Build and maintain client relationships aimed to drive increased client retention and engagement.
- Maintain and update Salesforce CRM for all client activities and events.
- Understand the client’s overall needs and help identify value-added engagement activities that Private Wealth can provide.
- Ensure adherence to corporate policy, operational policy, and regulatory guidance.
- Manage client event requests and event planning.
- Other duties as assigned.
Benefits
- 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
- various associate banking benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
