Client Service Specialist II (Hybrid Schedule)
Client Service Specialist II (Hybrid Schedule)
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$ 44790 - 86510
1 Vacancy
Job Description
UMBs Private Wealth Management takes aholisticand collaborative approach toadviseour clients on the investment plan that makes the most sense for their personal financial Private Wealth Management department is important to the company because it provides another opportunity for the company to havea diverserevenuestream. By developing strong community and personal relationships this group take great pride in helping families with diverse investment needs and strategies.
Working as the Client Service Specialist II you will partner with assigned Financial Advisor(s) acting as the point of contact for all sales and service related activities including client development and prospecting on boarding new account openings and general maintenance activities playing a critical role in transitioning business opportunities. You will partner with the Advisor(s) to drive new business and retain/grow existing business while delivering the highest level of customer experience possible to the clients. You will be responsible for delivering a high level of support in a highrisk environment which is fast paced with frequently changing priorities. You will utilize your research skills team problem solving and collaborative information sharing to provide the best possible solutions for our clients. You will be responsible for the day to day support and will focus on providing personalized and tailored interaction as needed. You will be responsible for money moves maintaining compliance logs requesting trades new account processing and service requests. You will prepare various reports correspondence and complete special projects such as expense reports setting of appointments and managing calendars. The role offers opportunity for personal growth whether its by learning how to interact and connect with different types of clients in different settings or having access to resourcesto grow in their own personal knowledge of the investment world.
At UMB we want to be everything to our order forus to support that we strive to make our associates well roundedand encourage themtoapproach situations in a collaborative recognizes that the care we provide to our clients wont be top notch if our associates dont feel supported in what is important to them. To ensure we do this we providetraining and support to encourage success inour associatescareer. Wealso recognize that work/life balance and community involvement is important to many of our associates sowe make sure to think outside the box and provide options and opportunities for our associates.
How youll spend your time:
- Critical to the operation you will assist the Financial Advisor in establishing and executing a client communication plan for each segment based on profitability assets and potential.
- You will complete all new account processes verifying all required information is provided on application complete all transfer of assets and monitor the assets received for verification to ensure accuracy and compliance.
- You will respond to complex customer service problems questions and escalate issues from internal and external sources to ensure client satisfaction.
- You will promote client services actively engage clients in a manner that maintains and expands business relationships and enhance the Private Wealth image contributing to growth.
Were excited to talk with you if:
- Bachelors degree in relevant field or combination of education and experience that provides and equivalent background
- 3 years of applicable experience within Financial Services
Compensation Range:
$44790.00 $86510.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other jobrelated factors. In addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates such as 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.
Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race color religion sex (including gender pregnancy sexual orientation and gender identity) national origin age disability military service veteran status genetic information or any other status protected by applicable federal state or local law. If you need accommodation for any part of the employment process because of a disability please send an email to to let us know the nature of your request.
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
