Client Relationship Coordinator - Private Wealth

UMB Bank • Rockford, IL

2d • $33,920 - $59,760 • Hybrid

About The Position

Serve as a client relationship coordinator for a limited number of Private Wealth Management clients, supporting the team and ensuring high standards of care. This role involves driving client engagement, executing the client engagement plan, and ensuring a positive service experience that exceeds expectations. You will also be responsible for maintaining Salesforce CRM, adhering to corporate policies, and assisting with client event requests.

Requirements

• Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background
• Great communicator with strong interpersonal skills
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• 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
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication

Nice To Haves

• Applicable experience within Financial Services

Responsibilities

• Serve as client relationship coordinator for a limited number of clients
• Support resource to other client relationship coordinators on team, providing leverage to execute on tasks and responsibilities
• Drive important touchpoints of engagement throughout each client’s journey
• Ensure all minimum standards of care are achieved across client relationships assigned
• Execute on the client engagement plan, by maintaining schedule of client meetings and proactive touch points
• Assist with advice team preparation and follow-up activities for client meetings, as necessary
• Help 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
• Maintain and update Salesforce CRM for all client activities and events
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level