UMB Financial

4 weeks ago

Private Wealth Client Service Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: 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

Website LinkedIn

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UMB Financial

4 weeks ago

Private Wealth Client Service Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

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

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

Website LinkedIn