Client Service Specialist Sr. UMBFSI

As a Senior Client Service Specialist, you will deliver client service to Private Wealth Management clients. You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team.

How You Will Spend Your Time:

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

We Are Excited To Talk If You Have:

MINIMUM:

Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background5+ years of applicable experience within Financial Services Holds both insurance and series 7 licensesPREFERRED:

Demonstrated client service experience within a wealth management institution

Knowledge of Personal Trust, Custody, and Investment Management service offerings and account typesMINIMUM:

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 softwarePREFERRED:

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

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

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:$69,920 - $109,460US Employees in…