Client Service Specialist Sr
About The Position
UMB’s Private Wealth Management team takes a holistic, collaborative approach to advising clients on investment plans aligned with their personal financial goals. The Client Service Specialist Sr partners with assigned Financial Advisor(s) as the point of contact for sales- and service-related activities, including client development and prospecting, onboarding, new account openings, and account maintenance. The role supports advisors in developing new business and retaining and growing existing relationships while delivering a high-quality client experience. This position provides day-to-day support in a fast-paced, high-risk environment with frequently changing priorities. It involves personalized client interactions, research, collaborative problem-solving, and information sharing to identify solutions. The specialist handles money movements, compliance logs, trade requests, new account processing, service requests, reports, correspondence, expense reports, appointments, calendars, and special projects. The position also offers opportunities to learn about investment services and develop client-interaction skills.
Requirements
- Bachelor’s degree in a relevant field, or an equivalent combination of education and experience.
- At least 3 years of applicable experience within financial services.
Responsibilities
- Assist Financial Advisors in establishing and executing client communication plans for each segment based on profitability, assets, and potential.
- Complete new-account processes, verify required application information, complete transfers of assets, and monitor received assets for accuracy and compliance.
- Respond to complex customer service problems and questions, and escalate issues from internal and external sources to ensure client satisfaction.
- Promote client services and engage clients to maintain and expand business relationships, enhance the Private Wealth image, and contribute to growth.
- Support assigned Financial Advisor(s) with sales and service activities, including client development and prospecting, onboarding, account openings, and account maintenance.
- Handle money movements, maintain compliance logs, request trades, process service requests, and provide day-to-day client support.
- Prepare reports and correspondence and complete special projects, including expense reports, appointment setting, and calendar management.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- 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
- 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
Mid Level
