Retirement Client Advisor - Relationship Builder

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

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, vision insurance

Tuition reimbursement

Employee assistance program

Fitness reimbursement

Job summary

UMB Bank in Phoenix, AZ is seeking an Associate Retirement Client Advisor to provide ongoing support to the RPS team and manage selected account relationships within an assigned book of business. You will work across operations, investment management, and client service to strengthen advisory outcomes.

The role emphasizes client service, plan reviews, CRM proficiency, and compliance training. Ideal candidates hold a bachelor's in business/economics/finance, 3–5 years in financial services,

Qualifications

• Bachelor’s degree required; field: Business Administration/Management, Economics, Finance or related.
• 3–5 years of business experience in financial services.
• Proficient with Microsoft Office; CRM experience preferred.
• Excellent verbal and written communication skills; strong client service.
• Attention to detail, accuracy, and problem-solving abilities.
• Ability to work independently and manage multiple tasks.

Responsibilities

• Serve on the client service team to assist in managing client relationships and deliver the client service model to clients.
• Act as the primary contact on a select group of assigned accounts.
• Participate in client and prospect meetings and networking opportunities.
• Prepare plan and Investment reviews for prospect/client meetings.
• Monitor client plan metrics and required notifications/reports.
• Communicate with clients and follow up on advice delivery; partner with RPS team as relationship contact.
• Facilitate plan changes and annual plan/Invesment reviews for assigned clients.
• Develop competency with CRM and other software to manage relationships.

Skills

Client service

Communication

Attention to detail

Organizational skills

Problem solving

Independent work

Presentation skills

Education

Bachelor's degree in Business Administration/Management, Economics, Finance or related field

Tools

CRM software

Microsoft Office

Job description

UMB Bank in Phoenix, AZ is seeking an Associate Retirement Client Advisor to provide ongoing support to the RPS team and manage selected account relationships within an assigned book of business. You will work across operations, investment management, and client service to strengthen advisory outcomes.

The role emphasizes client service, plan reviews, CRM proficiency, and compliance training. Ideal candidates hold a bachelor's in business/economics/finance, 3–5 years in financial services,