Client Service Specialist Sr. UMBFSI

## Client Service Specialist Sr. UMBFSIApplyremote type:
Hybrid locations:
Belleville ILtime type:
Full time posted on:
Posted Todayjob requisition :
R-8782

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…