Associate Retirement Client Advisor

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

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings/account benefits

Flexible spending accounts

Adoption assistance

Employee assistance program

Wellbeing program

Tuition reimbursement

Associate banking benefits

Job summary

UMB Financial Corporation seeks an Associate Retirement Client Advisor to support the RPS team and manage select client relationships. You will prepare plans and investment reviews, monitor plan metrics, and communicate with clients to deliver excellent service.

The role emphasizes relationship management, compliance training, and collaboration with internal teams. A CPFA designation within 6 months of hire is encouraged and benefits are offered.

Qualifications

• Bachelor's degree in business/related field required.
• 3-5 years' business experience in financial services.
• Proficient with Microsoft Office applications.
• Basic knowledge of investments.
• Excellent verbal and written communication skills.
• Demonstrated client service skills.
• Attention to detail and problem-solving abilities.
• Strong organizational skills; able to prioritise tasks.

Responsibilities

• Serve on the client service team to manage client relationships.
• Act as primary contact for a select group of accounts and attend meetings.
• Prepare plan and investment reviews for meetings.
• Monitor plan metrics and required notifications and reports.
• Use CRM to manage workflows and documentation.
• Support compliance training and CPFA development when hired.

Skills

Communication skills

Attention to detail

Organizational skills

Client service

Problem solving

Team orientation

Self-motivation

Education

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

Tools

Microsoft Office

CRM software

Job description

As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and manage certain account relationships within an assigned book of business.

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.

• You possess a Bachelors in Business Administration/Management, Economics, Finance or related field.
• You have 3-5 years' of business experience in financial services related industry.
• You have ability to work, efficiently, effectively, and independently to see projects through to conclusion.
• You have proficiency with Microsoft Office applications.
• You have basic knowledge of investments.
• You have excellent verbal and written communication skills.
• You have demonstrated client service skills.
• You have attention 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 and possess a sense of urgency.
• You have high ethical and professional standards.
• You show flexibility, adaptability, and solid team orientation.
• You have ability 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 previous experience with retirement plans, trust accounting, and/or CRM software tools.
• You have basic 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.

• 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.

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