Private Wealth Client Service Specialist Ii

UMB Financial Corporation

Base: $44,790.00 - $86,510.00; bonus/equity: annua...
60% onsite
Bachelor's degree or equivalent experience
3+ years financial services experience
Strong microsoft office and salesforce proficiency
This role serves as the primary point of contact for Private Wealth Management clients, managing daily transactions and ensuring a positive service experience

Job Summary

  • This role serves as the primary point of contact for Private Wealth Management clients, managing daily transactions and ensuring a positive service experience.
  • The position requires maintaining detailed client records in Salesforce CRM while collaborating with senior associates to resolve complex issues and ensure regulatory compliance.
  • UMB offers competitive benefits including paid time off, 401(k) matching, annual incentive pay, and a comprehensive health and wellness program for eligible associates.

Matching Summary

This role serves as the primary point of contact for Private Wealth Management clients, managing daily transactions and ensuring a positive service experience.

Salary

Base: $44,790.00 - $86,510.00; Bonus/Equity: Annual incentive pay included; Benefits: Paid Time Off, 401(k) match, medical/dental/vision, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree or equivalent experience
  • 3+ years financial services experience
  • Strong Microsoft Office and Salesforce proficiency
  • Client onboarding and transaction management
  • Compliance and risk control adherence

Nice-to-have

  • Wealth management institution experience
  • Knowledge of Personal Trust and Custody
  • Experience with SEI and Fidelity platforms
  • Ability to generate wow client moments
  • Resourceful problem solver in changing environments

Key Requirements

  • Bachelor's degree in relevant field
  • 3+ years applicable experience in Financial Services
  • Proficiency in Microsoft Office Suite
  • Proficiency in Salesforce CRM software

Work Rights

Not specified

Tailored Resume

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