Impactful Retirement Plan 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

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.