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:
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
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, Texas, Washington, and Wisconsin:
$63,830 - $100,210
US Employees in all other states not listed above:
$57
Additional Information
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
Umb · Belleville, IL