Associate Retirement Client Advisor

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

Benefits offered by this job

Paid Time Off

401(k) match

Annual incentive

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Health savings account

Flexible spending

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Banking benefits

Job summary

UMB is seeking an Associate Retirement Client Advisor to support the RPS team and manage select client accounts. You will help deliver the client service model, prepare plan reviews, monitor metrics, and support new business opportunities.

You will serve as a primary contact on assigned accounts, participate in meetings, and develop CRM proficiency while maintaining high ethical standards. The role offers growth toward CPFA within six months and a focus on collaboration with a strong team.

Qualifications

• Bachelor’s degree in Business Administration/Management, Economics, Finance or related field.
• 3-5 years’ business experience in financial services.
• Ability to work independently to see projects through to completion.
• 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.
• Excellent organizational skills with ability to prioritize multiple tasks.
• Self-motivated with a sense of urgency.
• High ethical and professional standards.
• Flexibility, adaptability, and solid team orientation.
• Ability to present material to clients/prospective clients as part of a team.
• Ability to obtain CPFA designation within 6 months of hire.

Responsibilities

• Serve on the client service team to help manage client relationships.
• Act as the primary contact on a select group of accounts.
• Participate in client and prospect meetings and networking events.
• Prepare plan and investment reviews for meetings.
• Monitor client plan metrics based on data and goals.
• Manage required plan and participant notifications and reports.
• Communicate with clients and follow up on advice delivery.
• Provide administrative support to key clients with the RPS team.
• Facilitate plan changes and implement recommendations.
• Conduct annual plan and investment reviews for assigned clients.
• Develop competency with CRM and related workflows.
• Prepare investment analyses and finance-related projects as needed.
• Support presentation of material to clients/their teams.
• Assist in ensuring compliance and training requirements.

Skills

Client service

MS Office

Investment knowledge

Communication skills

Organizational skills

Self-motivated

Team player

Attention to detail

Education

Bachelor's in Business Administration/Management or Economics or Finance

Tools

CRM software

Job description

As t he Associate Retirement Client Advisor , you will provide ongoing support to the RPS team and manage certain 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 service model and new business acquisition.

How you'll spend your time:

• Serves on the client service team to assist in 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 and prospect meetings 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 and objectives .
• 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 and assists in 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're excited to talk to you if:

• You possess a B achelors in Business Administration/Management , Economics, Finance or related field .
• You have 3-5 yea r s ' of business experience in financial services related industry .
• You have a bility to work, efficiently, effectively, and independently to see projects through to conclusion .
• You have p roficiency with Microsoft Office applications .
• You have b asic knowledge of investments .
• You have e xcellent verbal and written communication skills .
• You have d emonstrated client service skill s.
• You have attention to detail, accuracy, and problem-solving skills .
• You have e xcellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments .
• You are s elf-motivated and possess a sense of urgency .
• You have high ethical and professional standards .
• You show f lexibility, adaptability, and s olid team orientation .You have a bility to support the presentation of material to clients and prospective clients as part of a team .
• You can obtain the Certified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire .

Bonus points if:

• You show a high level of analytical skills .
• You have p revious experience with retirement plans, trust accounting, and/or CRM software tools .
• You have b asic knowledge of ERISA qualified plans .

Compensation Range:

$59,085 - $86,922

The posted compensation range on this listing 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 the actual compensation may vary by geographic location, experience level, and other job-related factors. 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?

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.

UMB and its affiliates are committed to