Retirement Client Advisor — Plan Insights & Relations

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

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.