Client Service Specialist Sr. UMBFSI

Requirements

• MINIMUM:
• 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:
• $57,7

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

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