Private Wealth Client Service Specialist II

The   Private Wealth Management Operations Support team   assists   clients and associates in the   delivery of wealth management advice and solutions.   As the   Client Service Specialist II , you will be   administrating Investment Accounts and Individual Retirement Accounts.   As such, you will be   serving as the main point of contact for   your clients as they have requests related to their accounts.   You will act as a resource to other client service associates on the team, providing leverage to   execute on   tasks and responsibilities. How you will spend your time:   You will s erve as the main point of contact for clients .   You will   be r esponsible for   managing   day to day   client transactions, such as money movements,   disbursements   &   receipts /deposits .   You will w ork collaboratively with Senior Associates on   team   to resolve complex client related issues and escalations .   You will e nsure clients have a positive service experience that always exceeds their expectations .   You will b uild and   maintain   client relationships aimed at client retention and engagement .   You will   m aintain   and update Salesforce CRM for all client activities .   You will   m aintain   client paperwork and electronic data files for all client relationships .   You will u nderstand the client’s overall business needs and help identify value-added services that Private Wealth can provide .   You will r eview activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results .   You will p erform   required   Administrative Compliance reviews with clients .   You will e nsure adherence to corporate policy, operational policy, and regulatory guidance .   You will create   and deliver   prospect   marketing materials .   You will e nsure 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 .   We’re   excited to talk with you if:   You   possess   a   Bachelor’s   degree in   relevant   field or combination of education and experience that provides   and   equivalent background .   You have   3+ years of applicable experience within Financial Services .   You   have an u nderstanding of   financial services client service best practices and a knack for generating “wow” moments for clients .   You have g eneral knowledge of new account opening, client onboarding   requirements   and cash management .   You   are proficient in   Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint) .   You are proficient   in   Salesforce   CRM software .        Bonus points   if:   You have   d emonstrated   client service experience within a wealth management institution .   You have k nowledge of Personal Trust, Custody, and Investment management service offerings and account types .          You have w orking knowledge of complex account types .   You have   d emonstrated   experience with a wide range of client situations and inquiries .   You have e xperience in supporting financial planning data collection, entry, and   process .   You have g eneral knowledge of compliance rules and regulations within wealth management .     You have   p roficiency   in UMB custody and clearing platforms such as SEI and Fidelity   Wealthscape .   You have   p roficiency   with   eMoney   client portal and financial planning software .   You have   p roficiency   in Workday, Peoplesoft, Archer,   Skillport   and Hyperion .   Compensation Ranges: US Employees in California, Washington DC, New Jersey, and New York: $54,220 - $79,020 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $49,510 - $72,340 US Employees in all other states not listed above: $44,790 - $65,650 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information. 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. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need acc