Senior Client Service Leader, Wealth Management

UMB Bank; Leawood (KS); On-site; USD 82,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off

401(k) Matching

Medical Insurance

Job summary

UMB Bank is seeking a Senior Client Service Specialist to deliver premier service to Private Wealth Management clients. You will mentor team members, manage client onboarding in Total Wealth and eMoney, and maintain Salesforce CRM for all client activities.

The role emphasizes relationship building, accuracy in daily transactions, and adherence to policy and regulatory guidance. A strong service mindset and collaboration with teams are essential.

Qualifications

• Bachelor’s degree in relevant field or equivalent background.
• 5+ years of experience in Financial Services.
• Holds both insurance and Series 7 licenses.

Responsibilities

• Serve as the main point of contact for clients.
• Manage day-to-day client transactions and initiate disbursements.
• Maintain and update Salesforce CRM for all client activities.
• Understand client business needs and identify value-added services.
• Review activities for controls to prevent errors, fraud, and misstatements.

Skills

Communication skills

Systems thinking

Attention to detail

Organizational skills

Client service

Risk management

Independent work

Adaptability

Learning ability

Analytical thinking

Onboarding knowledge

Written communication

Education

Bachelor’s degree

Tools

Salesforce CRM

Microsoft Office

Job description

UMB Bank is seeking a Senior Client Service Specialist to deliver premier service to Private Wealth Management clients. You will mentor team members, manage client onboarding in Total Wealth and eMoney, and maintain Salesforce CRM for all client activities.

The role emphasizes relationship building, accuracy in daily transactions, and adherence to policy and regulatory guidance. A strong service mindset and collaboration with teams are essential.