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.

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UMB Financial
UMB Financial
2 months ago

Client Service Specialist Sr. UMBFSI

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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 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.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Serve as the main point of contact for Private Wealth Management clients.
  • •Manage day-to-day client transactions, including money movements, disbursements, receipts/deposits, and TDD disbursements.
  • •Lead onboarding activities, including client setup in Total Wealth and eMoney.
  • •Maintain and update Salesforce CRM and ensure client paperwork and electronic data files are current.
  • •Perform administrative compliance reviews, ensure adherence to policies/regulatory guidance, and prepare approvals for new bank custody accounts.

Pay and Benefits

Salary: USD 57,760 - 109,460 annually
Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionAdoption AssistanceEmployee Assistance

Key Requirements

  • •Bachelor’s degree (or equivalent education/experience).
  • •5+ years of applicable experience in Financial Services.
  • •Hold both insurance and Series 7 licenses.
  • •Experience delivering client service in a wealth management institution.
  • •Knowledge of Personal Trust, Custody, and Investment Management service offerings and account types.
Experience:5+ yearsFinancial servicesWealth management
Education:Bachelor's
Skills:CommunicationInterpersonal skillsSystems thinkingAttention to detailAnalytical problem solving
Licenses:Series 7Insurance
Certifications:Series 7Insurance licenses
Tech Stack:Microsoft OfficeWordExcelPowerPointSharePointSalesforceSalesforce CRMTotal WealthEMoneySalesforce CRM softwareSEIFidelity WealthscapeWorkdayPeopleSoftArcherSkillportHyperion

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