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Wealth Management Client Services Specialist II

Job in Kansas City, Jackson County, Missouri, 64101, USA
Listing for: UMB Bank
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services provider in Kansas City is seeking a Client Service Specialist II to serve as the primary contact for clients regarding their investment accounts. This role involves managing daily client transactions and ensuring excellent service experiences. Candidates must have a Bachelor’s degree or equivalent, alongside 3+ years of experience in financial services. Proficiency in Salesforce and Microsoft Office Suite is essential.

This position offers a competitive salary and comprehensive benefits.
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