Client Service Specialist Sr. UMBFSI

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 high value family client segments

* Senior mentor for other client service associates on the team; regularly provides guidance and feedback on client service 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 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

* 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

* 5+ 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

Work Environment
• Type:
Office Centric (60% In Office)

* Location:

Various Private Wealth Office Locations

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$69,920 - $109,460

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$63,830 - $100,210

US Employees in all other states not listed above:

$57,760 - $90,960

The posted compensation range on this listing represents UMB's good…