Private Wealth Client Service Specialist II

UMB Bank•Kansas City, MO

10d•Hybrid

About The Position

Duties & Responsibilities Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients Role Specific Job Duties: • Primarily focused on servicing lower value client segments Function Specific Job Duties: • Serve as the main point of contact for clients • Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements • Works collaboratively with Senior Associates on team to resolve complex client related issues and escalations • 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 Requirements MINIMUM: • 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 PREFERRED: • Demonstrated client service experience within a wealth management institution • Knowledge of Personal Trust, Custody, and Investment management service offerings and account types MINIMUM: Job Skills: • 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 Technical Skills: • Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint) • Strong proficiency in Salesforce CRM software PREFERRED: Job Skills: • 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 Technical Skills: • 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

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
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
Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
Works collaboratively with Senior Associates on team to resolve complex client related issues and escalations
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