We are in search of a focused Client service specialist to join our innovative team at UMB Financial Corporation in Kansas City, MO.
Growing your career as a Full Time Client service specialist is an unparalleled opportunity to develop competitive skills.
If you are strong in project management, creativity and have the right experience for the job, then apply for the position of Client service specialist at UMB Financial Corporation today!
Be part of something more.
A majority of our time is spent "at work." We believe that time most meaningful when it's spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won't be constantly looking over your shoulder—you'll be empowered to do what's right for our customers. Most importantly, we're a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won't find elsewhere.
The Private Wealth Management Operations Support team assists clients and associates in the delivery of wealth management advice and solutions.
As the Client Service Specialist I , you will be serving as the main point of contact for a limited number of clients. You will act as a resource to other client service associates on the team, providing leverage to execute on tasks and responsibilities. How You Will Spend Your Time Collaborate with senior associates and other functions to drive to client resolutions. Ensure clients have a positive service experience that always exceeds their expectations. Support new client onboarding process, inclusive of client setup in Total Wealth and eMoney. Maintain and update Salesforce CRM. Prepare client documents and maintain electronic data files. Ensure adherence to corporate policy, operational policy, and regulatory guidance. Manage client event requests. Create prospect and marketing materials. Assist with the organization of client meetings and touch points, including driving preparation and follow-up activities. Other duties as assigned. We're excited to talk with you if You hold a bachelor's degree in relevant field or combination of education and experience that provides and equivalent background. You are a great communicator with strong interpersonal & written skills. You enjoy solving complex problems, while paying attention to details. You are highly organized and can effectively multi-task. You demonstrate an ability to learn and communicate complex & detailed information. You can work independently, collaborating with others to accomplish client objectives. You have a strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint). Bonus points for Working knowledge of complex account types. Experience in supporting financial planning data collection, entry, and process. General knowledge of compliance rules and regulations within wealth management. General knowledge of new account opening, client onboarding requirements and cash management. Proficiency in Salesforce CRM software. 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.
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. Compensation Range
Minimum $35,700.00 - Mid Point $47,565.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job related 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 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 e-mail to View email address on jobs.institutedata.com 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. Benefits of working as a Client service specialist in Kansas City, MO:
? Learning opportunities
? Professional Development Opportunities
? Leading Industry Pay
