Associate Retirement Client Advisor

Posted on 08/24/2026. Applications accepted for 45 days from posting date or until filled.

About the role

As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and manage certain account relationships within an assigned book of business. This role involves working with various aspects of the retirement plan management practice, including operations, investment management, knowledge, the client service model, and new business acquisition.

Responsibilities

• Serve on the client service team to assist in managing client relationships and deliver the client service model.
• Act as the primary contact for a select group of assigned accounts.
• Participate in client and prospect meetings, as well as networking opportunities.
• Prepare plan and investment reviews for prospect/client meetings.
• Monitor client plan metrics based on recordkeeping data, investment policies, and stated plan goals and objectives.
• Manage required plan and participant notifications and reports.
• Communicate with clients and follow up on advice delivery.
• Partner with the RPS team as a relationship management point of contact, delivering administrative support to key clients.
• Facilitate changes to plan provisions, such as implementing plan recommendations.
• Conduct annual plan and investment reviews for assigned clients.
• Develop competency with internal and external software packages to manage client relationships.
• Prepare investment analysis and financial-related projects as needed.
• Develop competency in Customer Relationship Management (CRM) software and manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements.
• Complete annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned, and maintain up-to-date knowledge of BSA as it relates to the job function.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Business Administration/Management, Economics, Finance, or a related field.
• 3–5 years of business experience in the financial services industry.
• Ability to work efficiently, effectively, and independently to see projects through to conclusion.
• Proficiency with Microsoft Office applications.
• Basic knowledge of investments.
• Excellent verbal and written communication skills.
• Demonstrated client service skills.
• Attention to detail, accuracy, and problem-solving skills.
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments.
• Self-motivated with a sense of urgency.
• High ethical and professional standards.
• Flexibility, adaptability, and solid team orientation.
• Ability to support the presentation of material to clients and prospective clients as part of a team.
• Obtain the Certified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire.

Preferred Qualifications

• High level of analytical skills.
• Previous experience with retirement plans, trust accounting, and/or CRM software tools.
• Basic knowledge of ERISA-qualified plans.

Pay

Compensation range: $59,085 – $86,922. The posted range 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 actual compensation may vary by geographic location, experience level, and other job-related factors.

Benefits

• Paid Time Off.
• 401(k) matching program.
• Annual incentive pay.
• Paid holidays.
• Comprehensive company-sponsored benefit plan, including medical, dental, vision, and other insurance coverage.
• Health savings, flexible spending, and dependent care accounts.
• Adoption assistance.
• Employee assistance program.
• Fitness reimbursement.
• Tuition reimbursement.
• Associate wellbeing program.
• Associate emergency fund.
• Various associate banking benefits.

Benefit offerings and eligibility requirements vary.