Client Service Specialist II

Job Summary

The Private Wealth Management Operations Support team assists clients and associates in the delivery of wealth management advice and solutions. The Client Service Specialist II will administer Investment Accounts and Individual Retirement Accounts, serve as the main point of contact for clients, manage day-to-day client transactions, and collaborate with Senior Associates to resolve complex client-related issues and escalations.

Key Responsibilities

• Serve as the main point of contact for clients, managing day-to-day client transactions such as money movements, disbursements, and receipts/deposits.
• Work collaboratively with Senior Associates 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.
• 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.
• Create and deliver prospect marketing materials.
• 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.

Qualifications

• Bachelor’s degree in relevant field or combination of education and experience that provides an equivalent background.
• 3+ years of applicable experience within Financial Services.
• Understanding of financial services client service best practices and a knack for generating "wow" moments for clients.
• General knowledge of new account opening, client onboarding requirements, and cash management.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• Proficiency in Salesforce CRM software.
• Demonstrated experience with a wide range of client situations and inquiries.
• Experience in supporting financial planning data collection, entry, and process.
• Knowledge of Personal Trust, Custody, and Investment management service offerings and account types.
• Working knowledge of complex account types.
• 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.

Benefits

UMB offers competitive and varied benefits to eligible associates, including Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.