Senior Private Wealth Client Experience Advisor

UMB Financial Corporation; Leawood (KS); On-site; USD 57,000 - 109,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Comprehensive benefits

Job summary

UMB Financial Corporation is seeking an experienced Private Wealth Client Service professional to act as the primary client contact and handle day-to-day transactions, onboarding, and relationship management. You will collaborate with Private Wealth partners to resolve issues and deliver value-added services.

The role emphasizes accuracy, collaboration, and client-centric service within a regulated wealth-management environment. Office-centric work locations apply.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 5+ years of applicable experience in Financial Services.

Responsibilities

• Serve as the main point of contact for clients and manage day-to-day client transactions.
• Maintain and update Salesforce CRM for all client activities.
• Prepare and submit bank custody accounts for approval by committees.
• Identify value-added services to Private Wealth clients.

Skills

Great communicator

Interpersonal skills

Analytical problem solver

Attention to detail

Organizational skills

Independent worker

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

eMoney

Wealth management platforms

Workday

SEI / Fidelity Wealthscape

Job description

UMB Financial Corporation is seeking an experienced Private Wealth Client Service professional to act as the primary client contact and handle day-to-day transactions, onboarding, and relationship management. You will collaborate with Private Wealth partners to resolve issues and deliver value-added services.

The role emphasizes accuracy, collaboration, and client-centric service within a regulated wealth-management environment. Office-centric work locations apply.