Client Relationship Coordinator - Private Wealth

Requirements

• MINIMUM:
• Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
• PREFERRED:
• Applicable experience within Financial Services
• Knowledge & Skills
• Job Skills:
• Great communicator with strong interpersonal skills
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• 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
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication
• 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:
• $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
• Are you ready to be part of something more?
• If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
• #LI-CH1

Benefits

Additional Information

Duties & Responsibilities Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver on standards of care for Private Wealth Management clients Role Specific Job Duties: Serve as client relationship coordinator for a limited number of clients Support resource to other client relationship coordinators on team, providing leverage to execute on tasks and responsibilities Function Specific Job Duties: 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 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

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