Associate Retirement Client Advisor

UMB Bank; Phoenix (AZ); On-site; USD 59,000 - 87,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, vision insurance

Tuition reimbursement

Employee assistance program

Fitness reimbursement

Job summary

UMB Bank in Phoenix, AZ is seeking an Associate Retirement Client Advisor to provide ongoing support to the RPS team and manage selected account relationships within an assigned book of business. You will work across operations, investment management, and client service to strengthen advisory outcomes.

The role emphasizes client service, plan reviews, CRM proficiency, and compliance training. Ideal candidates hold a bachelor's in business/economics/finance, 3–5 years in financial services,

Qualifications

• Bachelor’s degree required; field: Business Administration/Management, Economics, Finance or related.
• 3–5 years of business experience in financial services.
• Proficient with Microsoft Office; CRM experience preferred.
• Excellent verbal and written communication skills; strong client service.
• Attention to detail, accuracy, and problem-solving abilities.
• Ability to work independently and manage multiple tasks.

Responsibilities

• Serve on the client service team to assist in managing client relationships and deliver the client service model to clients.
• Act as the primary contact on a select group of assigned accounts.
• Participate in client and prospect meetings and networking opportunities.
• Prepare plan and Investment reviews for prospect/client meetings.
• Monitor client plan metrics and required notifications/reports.
• Communicate with clients and follow up on advice delivery; partner with RPS team as relationship contact.
• Facilitate plan changes and annual plan/Invesment reviews for assigned clients.
• Develop competency with CRM and other software to manage relationships.

Skills

Client service

Communication

Attention to detail

Organizational skills

Problem solving

Independent work

Presentation skills

Education

Bachelor's degree in Business Administration/Management, Economics, Finance or related field

Tools

CRM software

Microsoft Office

Job description

As the Associate Retirement Client Advisor , you willprovide ongoing support to the RPS team andmanagecertain account relationships within an assigned book of business. The Associate Retirement Client Advisor works with various aspects of the retirement plan management practice including operations, investment management, knowledge, the client servicemodeland new business acquisition.

Howyou’llspend your time:

• Serves on the client service team toassistin managing client relationships to help deliver the client service model to clients.

• Acts as the primary contact on a select group of assigned accounts.

• Participates in client andprospectmeetings as well as networking opportunities.

• Prepares plan and Investment reviews for prospect/client meetings.

• Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals andobjectives.

• Monitors and manages required plan and participant notifications and reports.

• Communicates with clients and follows up on advice delivery.Partners with the RPS team as a relationship management point of contact, delivering administrative support to key clients.

• Facilitates changes to plan provisions, such as implementing plan recommendations.

• Conducts annual plan and Investment reviews for assigned clients.

• Develops competency with internal and external software packages to manage client relationships.

• Prepares investment analysis and financial related projects as needed.

• Develops competency in the Customer Relationship Management (CRM) and manages workflows and related documentation requirements.

• Facilitates best practices andassistsin monitoring and satisfying compliance requirements.

• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

• Performs other duties as assigned.

We’reexcited to talk to you if:

• YoupossessaBachelors in Business Administration/Management, Economics,Financeor related field.

• You have3-5years’of business experience infinancialservices related industry.

• You haveabilityto work, efficiently, effectively, and independently to see projects through toconclusion.

• You haveproficiencywithMicrosoft Office applications.

• You have basic knowledge of investments.

• You have excellent verbal and written communication skills.

• You havedemonstratedclient service skills.

• You haveattention to detail, accuracy, and problem-solving skills.

• You have excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments.

• You are self-motivated andpossessa sense of urgency.

• You have highethical and professional standards.

• You show flexibility, adaptability, andsolidteam orientation.

• You have abilityto support the presentation of material to clients and prospective clients as part of a team.

• You can obtain theCertified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire.

Bonus points if:

• You showahigh levelofanalytical skills.

• You havepreviousexperience with retirement plans, trustaccounting,and/or CRM software tools.

• You have basic knowledge of ERISA qualified plans.

This position was posted on 08/24/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$59,085 - $86,922

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.

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 [e-mail] 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.

Are you ready to be part of something more?

You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t 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. You’ll 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.

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