Client Service Specialist Sr

UMB Bank • Clayton, MO

1d

About The Position

UMB Private Wealth Management 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 Advisors and serves as a point of contact for sales and service activities, including client development and prospecting, onboarding, new account openings, and account maintenance. The role supports Advisors in driving new business and retaining and growing existing business 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. UMB also describes opportunities for professional growth through client interactions, learning about investments, and career training and support.

Requirements

• Bachelor’s degree in a relevant field, or an equivalent background provided by a 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 tailored to client segments based on profitability, assets, and potential.
• Complete new-account processes and verify that applications contain all required information.
• Complete transfers of assets and monitor assets received to verify accuracy and compliance.
• Respond to complex customer-service problems and questions, and escalate issues from internal and external sources to support client satisfaction.
• Promote client services and engage clients to maintain and expand business relationships and contribute to growth.
• Provide day-to-day support, including money movements, maintaining compliance logs, requesting trades, processing new accounts, and handling service requests.
• Prepare reports and correspondence and complete special projects, including expense reports, appointment setting, and calendar management.
• Partner with Financial Advisors on client development and prospecting, onboarding, account openings, and business transitions.

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
• Training and career support

What This Job Offers

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