Client Relationship Coordinator - Private Wealth

UMB Bank • Kansas City, MO

23h • Hybrid

About The Position

This role ensures the highest standards of care for family client relationships served by advisory practices. The Client Relationship Coordinator will coordinate all client-related activities of the advisory practice, ranging from client meetings and proactive client outreaches. This role serves as the advisory team “quarterback”, driving important touchpoints of engagement throughout each client’s journey and ensuring all minimum standards of care are achieved across client relationships assigned. The coordinator is responsible for establishing the client engagement plan, and maintaining the schedule of client meetings and proactive touch points. They will drive and manage advice team preparation and follow-up activities for client meetings, and manage the proactive outreach to clients by advisors, trust officers, portfolio managers and financial planners. The goal is to ensure clients have a positive service experience that always exceeds their expectations. This role will also build and maintain client relationships aimed to drive increased client retention and engagement, maintain and update Salesforce CRM for all client activities and events, and understand the client’s overall needs to help identify value-added engagement activities that Private Wealth can provide. The coordinator must ensure adherence to corporate policy, operational policy, and regulatory guidance, and manage client event requests and event planning. Other duties as assigned.

Requirements

• 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
• 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
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication

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

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
• Number of Employees: 1,001-5,000 employees