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,…