Client Service Specialist Sr. UMBFSI
UMB Financial
United States
Workplace: HybridFull timeUSD 57,760 - 109,460 annuallyFunction: Customer Support (Service Desk)Experience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Systems thinking","Attention to detail","Analytical problem solving"]Serve as the main point of contact for Private Wealth Management clients, managing day-to-day client transactions and ensuring an exceptional client experience. Own new client onboarding, including setup in Total Wealth and eMoney, and maintain client records and data files. Act as a senior mentor to client service associates, review activities for controls and compliance, and support client retention through relationship management, events, and client/marketing material preparation.
