Private Wealth Client Service Specialist II

UMB Financial
United States
Workplace: HybridFull timeUSD 44,490 - 79,020Function: Customer Support (Service Desk)Experience: 3+ yearsEducation: bachelorsSkills: ["Client service","Customer focus","Collaboration","Attention to detail","Compliance awareness"]

Serve as the main point of contact for private wealth clients by administering investment accounts and IRAs. Manage day-to-day client transactions, resolve complex issues with senior associates, and ensure a consistently high service experience. Maintain client relationships for retention and engagement, keep Salesforce CRM and client records up to date, perform compliance reviews, and support marketing materials and control standards.

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UMB Financial
UMB Financial
2 months ago

Private Wealth Client Service Specialist II

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

Job Summary

Serve as the main point of contact for private wealth clients by administering investment accounts and IRAs. Manage day-to-day client transactions, resolve complex issues with senior associates, and ensure a consistently high service experience. Maintain client relationships for retention and engagement, keep Salesforce CRM and client records up to date, perform compliance reviews, and support marketing materials and control standards.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Administer investment accounts and Individual Retirement Accounts and serve as the main point of contact for clients.
  • •Manage day-to-day client transactions, including money movements, disbursements, and receipts/deposits.
  • •Collaborate with senior associates to resolve complex client issues and escalations.
  • •Maintain and update Salesforce CRM and client paperwork/electronic data files for client relationships.
  • •Perform required administrative compliance reviews, ensure adherence to policy/regulatory guidance, and create/deliver prospect marketing materials.

Pay and Benefits

Salary: USD 44,490 - 79,020
Perks:Paid Leave401kHealth InsuranceDentalVision

Key Requirements

  • •Bachelor’s degree in a relevant field (or equivalent education and experience).
  • •3+ years of applicable experience within Financial Services.
  • •Knowledge of financial services client service best practices and ability to create “wow” moments for clients.
  • •General knowledge of new account opening, client onboarding requirements, and cash management.
  • •Proficiency in Microsoft Office Suite and Salesforce CRM software.
Experience:3+ yearsFinancial servicesWealth management
Education:Bachelor's
Skills:Client serviceCustomer focusCollaborationAttention to detailCompliance awareness
Tech Stack:SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointSharePointSEIFidelity WealthscapeEMoneyWorkdayPeopleSoftArcherSkillportHyperion

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