Wealth Client Services Specialist

UMB BANK NA; Clayton (MO); On-site; USD 82,000 - 120,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Annual incentive pay

Paid holidays

Medical/dental/vision benefits

Job summary

UMB Bank NA's Private Wealth Management team is seeking a Client Service Specialist II. You will partner with assigned Financial Advisor(s) as the primary contact for sales and service activities, including client development, onboarding, new account openings, and ongoing maintenance, delivering the highest level of client experience in a fast-paced, high-risk environment.

You will use research, teamwork, and problem solving to provide the best solutions, handle money moves, maintain compliance

Qualifications

• Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background.
• 3+ years of applicable experience within Financial Services.

Responsibilities

• Partner with assigned Financial Advisor(s) as the point of contact for all sales and service related activities including client development and prospecting, on boarding, new account openings, and general maintenance activities.
• Deliver a high level of support in a high-risk environment which is fast paced with frequently changing priorities.
• Responsible for money moves, maintaining compliance logs, requesting trades, new account processing and service requests.
• Prepare various reports, correspondence, and complete special projects such as expense reports, setting of appointments and managing calendars.

Skills

Client service

Financial services experience

Education

Bachelor's degree in relevant field

Job description

UMB Bank NA's Private Wealth Management team is seeking a Client Service Specialist II. You will partner with assigned Financial Advisor(s) as the primary contact for sales and service activities, including client development, onboarding, new account openings, and ongoing maintenance, delivering the highest level of client experience in a fast-paced, high-risk environment.

You will use research, teamwork, and problem solving to provide the best solutions, handle money moves, maintain compliance