UMB Bank Client Relationship Coordinator II in Leawood, Kansas
Be part of something more.
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
Duties & Responsibilities
Type of Role: Individual contributor, experienced
Area of Responsibility and Purview: Deliver on standards of care for Private Wealth Management clients
Role Specific Job Duties:
Ensures the highest standards of care for family client relationships served by advisory practices
Coordinates all client-related activities of the advisory practice, ranging from client meetings and proactive client outreaches
Function Specific Job Duties:
Serve as the advisory team “quarterback”, driving important touchpoints of engagement throughout each client’s journey
Ensure all minimum standards of care are achieved across client relationships assigned
Responsible for establishing the client engagement plan, and maintaining schedule of client meetings and proactive touch points
Drive and manage advice team preparation and follow-up activities for client meetings
Manage the proactive outreach to clients by advisors, trust officers, portfolio managers and financial planners
Ensure clients have a positive service experience that always exceeds their expectations
Build and maintain client relationships aimed to drive increased client retention and engagement
Maintain and update Salesforce CRM for all client activities and events
Understand the client’s overall needs and help identify value-added engagement activities that Private Wealth can provide
Ensure adherence to corporate policy, operational policy, and regulatory guidance
Manage client event requests and event planning
Other duties as assigned
Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background
3+ years of applicable experience within Financial Services
Demonstrated client service experience within a wealth management institution
Knowledge of Personal Trust, Custody, and Investment Management service offerings
Knowledge & Skills
Great communicator with strong interpersonal skills
Systems thinking and complex problem solving
Attention to detail, yet ability to grasp big picture
Highly organized and can effectively multi-task
Understanding of financial services client service best practices and a knack for generating “wow” moments for clients
Able to balance a client experience mindset when managing and controlling business risks
Ability to work independently, collaborating with others to accomplish client objectives
Ability to adapt to changing information and business needs
Demonstrated ability to learn and communicate complex and detailed information
Analytical problem solver with the ability to think creatively
Organize and prioritize activities to ensure completion within established deadlines
Exceptional written communication
Type: Office Centric (60% In Office)
Location: Various Private Wealth Office Locations
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Minimum: $47,145.00 - Mid Point: $62,895.00
The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to email@example.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://umb.com/wps/wcm/connect/umb2019/b1c5ee58-10e4-4f99-97c4-887617dc9409/Privacy-Notice-for-California-Candidates.pdf?MOD=AJPERES) to understand how we collect and use your personal information when you apply for employment with UMB.
Who we are
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (https://www.umb.com/wps/wcm/connect/umb2019/5332e777-b25c-4e65-ad59-af4c309e762c/UMB_TuceBook_V03_09_23.pdf?MOD=AJPERES)
Check out the road to a career at UMB