Client Relationship Coordinator - Private Wealth

Duties & Responsibilities

Type of Role:
Individual contributor, experienced.

Area of Responsibility and Purview:
Deliver on standards of care for Private Wealth Management clients.

• Serve as client relationship coordinator for a limited number of clients.
• Support other client relationship coordinators on the team, providing leverage to execute tasks and responsibilities.
• When assigned client relationships, drive important touchpoints of engagement throughout each client’s journey.
• Ensure all minimum standards of care are achieved across client relationships assigned.
• Execute on the client engagement plan by maintaining a schedule of client meetings and proactive touch points.
• Assist with advice team preparation and follow‑up activities for client meetings, as necessary.
• Help manage the proactive outreach to clients by advisors, trust officers, portfolio managers and financial planners.
• Ensure clients have a positive service experience that always exceeds their expectations.
• Maintain and update Salesforce CRM for all client activities and events.
• Ensure adherence to corporate policy, operational policy, and regulatory guidance.
• Manage client event requests and event planning.
• Other duties as assigned.

• Minimum:
  Bachelor’s degree in a relevant field or an equivalent combination of education and experience.
• Preferred:
  Applicable experience within Financial Services.

• Great communicator with strong interpersonal skills.
• Attention to detail, yet ability to grasp the big picture.
• Highly organized and can effectively multi‑task.
• Ability 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.
• Organize and prioritize activities to ensure completion within established deadlines.
• Exceptional written communication skills.

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

Location:

Various Private Wealth Office Locations.

US Employees in California, Washington DC, New Jersey, and New York: $41,060 – $59,760.

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $37,490 – $54,700.

US Employees in all other states not listed above: $33,920 – $49,650.

The posted compensation range represents UMB’s good faith estimate for starting pay; actual compensation may vary by location, experience, and other factors.

UMB offers a comprehensive benefits package including Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; medical, dental, vision, and other insurance coverage; health savings and flexible spending accounts; dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility vary.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to to let us know the nature of your request.

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