Private Wealth Client Service Specialist II: Impact

UMB Bank; Clayton (MO); Presencial; USD 82.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Paid Time Off

Medical, dental, vision insurance

Descripción de la vacante

UMB Bank in Clayton, MO is seeking a Client Service Specialist II to partner with Financial Advisors and deliver top-tier client service. You will manage new accounts, on-boarding, and ongoing maintenance while supporting money moves and compliance logs.

The role emphasizes building strong client relationships, handling high-priority tasks in a fast-paced environment, and contributing to growth through responsive service and accurate reporting.

Formación

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

Responsabilidades

• Critical to the operation, you will assist the Financial Advisor in establishing and executing a client communication plan for each segment based on profitability, assets and potential.
• You will complete all new account processes, verifying all required information is provided on application, complete all transfer of assets and monitor the assets received for verification to ensure accuracy and compliance.
• You will respond to complex customer service problems, questions, and elevate issues from internal and external sources to ensure client satisfaction.
• You will promote client services, actively engage clients in a manner that maintains and expands business relationships and enhance the Private Wealth image contributing to growth.

Conocimientos

Financial services experience

Client service

Communication skills

Team collaboration

Educación

Bachelor’s degree in relevant field

Descripción del empleo

UMB Bank in Clayton, MO is seeking a Client Service Specialist II to partner with Financial Advisors and deliver top-tier client service. You will manage new accounts, on-boarding, and ongoing maintenance while supporting money moves and compliance logs.

The role emphasizes building strong client relationships, handling high-priority tasks in a fast-paced environment, and contributing to growth through responsive service and accurate reporting.