Private Wealth Client Service Specialist II

Requirements

• MINIMUM:
• Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
• 3+ 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:
• $54,220 - $79,020
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
• $49,510 - $72,340
• US Employees in all other states not listed above:
• $44,790 - $65,650
• The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related fac

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 lower value client segments 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 - Works collaboratively with Senior Associates on team to resolve complex client related issues and escalations - 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

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