Client Service Specialist II – Wealth Growth & Impact

UMB Financial Corporation; Clayton (MO); On-site; USD 82,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision, and other ins

Health savings account

Flexible spending

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Financial Corporation is seeking a Client Service Specialist II for its Private Wealth Management team in Clayton, MO. You will partner with Financial Advisors, handling onboarding, new accounts, and ongoing service to deliver exceptional client experiences in a high‑risk, fast‑paced environment.

You will use research, collaboration, and problem‑solving to provide tailored solutions, maintain compliance, and support calendar management and reporting.

Qualifications

• Bachelor’s degree in relevant field or combination of education and experience that provides an equivalent background.
• 3+ years of applicable experience within Financial Services.

Responsibilities

• Assist the Financial Advisor in establishing and executing a client communication plan for each segment based on profitability, assets and potential.
• Complete all new account processes, verify information on applications, and monitor asset transfers for accuracy and compliance.
• Respond to complex customer service problems, questions, and escalation issues from internal and external sources to ensure client satisfaction.
• Promote client services, actively engage clients to maintain and expand business relationships and enhance the Private Wealth image.

Skills

Customer service

Communication

Problem solving

Teamwork

Education

Bachelor’s degree in relevant field

Job description

UMB Financial Corporation is seeking a Client Service Specialist II for its Private Wealth Management team in Clayton, MO. You will partner with Financial Advisors, handling onboarding, new accounts, and ongoing service to deliver exceptional client experiences in a high‑risk, fast‑paced environment.

You will use research, collaboration, and problem‑solving to provide tailored solutions, maintain compliance, and support calendar management and reporting.