Inv Perf Analyst II

UMB Bank • Kansas City, MO

2d • Hybrid

About The Position

Duties & Responsibilities Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Execute on operational activities to deliver service excellence to Private Wealth Management clients Role Specific Job Duties: Primarily focused on the daily oversight of high volume and/or high-risk tasks and responsibilities Senior mentor for other operations associates on the team; regularly provides guidance and feedback on operational best practices Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects Function Specific Job Duties: Serve as a secondary point of contact for internal clients Responsible for executing on day-to-day transactions for areas of direct responsibility in operations Ensure internal clients have a positive service experience that always exceeds their expectations Build and maintain internal relationships to drive continuous improvement of processes Leverage Private Wealth technologies to process transactions and deliver on responsibilities Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions Ensure adherence to corporate policy, operational policy, and regulatory guidance Other duties as assigned

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 operational 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, investments, 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)
• Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape

Nice To Haves

• Demonstrated operations 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
• General knowledge of compliance rules and regulations within wealth management
• Proficiency with eMoney client portal and financial planning software
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
• Proficiency in Salesforce CRM software
• 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

• Primarily focused on the daily oversight of high volume and/or high-risk tasks and responsibilities
• Senior mentor for other operations associates on the team; regularly provides guidance and feedback on operational best practices
• Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects
• Serve as a secondary point of contact for internal clients
• Responsible for executing on day-to-day transactions for areas of direct responsibility in operations
• Ensure internal clients have a positive service experience that always exceeds their expectations
• Build and maintain internal relationships to drive continuous improvement of processes
• Leverage Private Wealth technologies to process transactions and deliver on responsibilities
• Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Other duties as assigned

Benefits

• UMB offers competitive and varied benefits to eligible associates , such as 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; and various associate banking benefits.

What This Job Offers

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