Client Service Specialist Sr. UMBFSI

UMB Bank • Leawood, KS

4d • $57,760 - $109,460 • Hybrid

About The Position

This role is primarily focused on servicing high-value family client segments within Private Wealth Management. The Client Service Specialist Sr. will act as a senior mentor for other client service associates, providing guidance and feedback on best practices. They will serve as the point of escalation for resolving time-sensitive client inquiries and handling complex client situations. This role also involves collaborating with other functions in Private Wealth to resolve complex client-related issues, escalations, and special projects.

Requirements

• Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background
• 5+ 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
• General knowledge of new account opening, client onboarding requirements and cash management
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication
• Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
• Strong proficiency in Salesforce CRM software

Nice To Haves

• Demonstrated client service experience within a wealth management institution
• Knowledge of Personal Trust, Custody, and Investment Management service offerings and account types
• Working knowledge of complex account types
• Demonstrated experience with a wide range of client situations and inquiries
• Experience in supporting financial planning data collection, entry, and process
• General knowledge of compliance rules and regulations within wealth management
• Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape
• Proficiency with eMoney client portal and financial planning software
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
• Smart, intellectual, and business savvy
• Driven to succeed; passionate
• Trustworthy
• Consistent high performer
• Adaptable and able to adjust to many different personalities
• Surrounded always by other high performers
• Very hard worker
• Resourceful; overcome obstacles
• Effective leader, even without authority
• Down-to-earth, well-grounded, self-aware, humble

Responsibilities

• Serve as the main point of contact for clients
• Manage day-to-day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
• Ensure clients have a positive service experience that always exceeds their expectations
• Build and maintain client relationships aimed at client retention and engagement
• Manage new client onboarding process, inclusive of client setup in Total Wealth and eMoney
• Maintain and update Salesforce CRM for all client activities
• Maintain client paperwork and electronic data files for all client relationships
• Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• Perform required Administrative Compliance reviews with clients
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Manage client event requests and event planning
• Creation and delivery of prospect and marketing materials
• Prepares and submits all new bank custody accounts for approval by the Business Review Committee
• Ensure all minimum standards of care are met across all client relationships assigned, and that there is sufficient meeting preparation and follow-ups are delivered upon
• 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: Senior