Client Relationship Coordinator - Private Wealth

UMB Financial
United States
Workplace: HybridFull timeUSD 37,490 - 54,700 annuallyFunction: Executive & General ManagementEducation: bachelorsSkills: ["Communication","Interpersonal skills","Attention to detail","Organization","Multitasking"]

Serve as an individual-contributor client relationship coordinator for a limited portfolio of Private Wealth Management clients, owning key engagement touchpoints across each client journey. Maintain client meeting schedules and proactive outreach, prepare and support advisor meeting workflows, and ensure minimum standards of care and a consistently excellent client service experience. Use Salesforce CRM to track all client activities and manage client event requests while following corporate, operational, and regulatory guidance.

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UMB Financial
UMB Financial
2 months ago

Client Relationship Coordinator - Private Wealth

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Serve as an individual-contributor client relationship coordinator for a limited portfolio of Private Wealth Management clients, owning key engagement touchpoints across each client journey. Maintain client meeting schedules and proactive outreach, prepare and support advisor meeting workflows, and ensure minimum standards of care and a consistently excellent client service experience. Use Salesforce CRM to track all client activities and manage client event requests while following corporate, operational, and regulatory guidance.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Mid level

Key Responsibilities

  • •Serve as client relationship coordinator for a limited number of Private Wealth clients.
  • •Drive key engagement touchpoints across each client’s journey and ensure minimum standards of care are met.
  • •Execute the client engagement plan by maintaining schedules of client meetings and proactive touchpoints.
  • •Assist with advice team preparation and follow-up activities for client meetings as needed.
  • •Maintain and update Salesforce CRM, manage proactive outreach, and handle client event requests and planning while adhering to policy and regulatory guidance.

Pay and Benefits

Salary: USD 37,490 - 54,700 annually
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVision

Key Requirements

  • •Bachelor’s degree in a relevant field or equivalent combination of education and experience.
  • •Applicable experience within financial services (preferred).
  • •Strong interpersonal skills and ability to communicate effectively with clients.
  • •High attention to detail with strong organization and ability to multitask.
  • •Ability to learn and communicate complex information, prioritize tasks, and meet deadlines.
Experience:Financial services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsAttention to detailOrganizationMultitasking
Tech Stack:SalesforceSalesforce CRM

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn