Client Relationship Coordinator - Private Wealth

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:

• Serve as client relationship coordinator for a limited number of clients
• Support resource to other client relationship coordinators on team, providing leverage to execute on tasks and responsibilities

Function Specific Job Duties:

• When assigned client relationships, drive important touchpoints of engagement throughout each client’s journey
• Ensure all minimum standards of care are achieved across client relationships assigned
• Execute on the client engagement plan, by maintaining schedule of client meetings and proactive touch points
• Assist with advice team preparation and follow-up activities for client meetings, as necessary
• Help 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
• Maintain and update Salesforce CRM for all client activities and events
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Manage client event requests and event planning
• Other duties as assigned

Requirements

MINIMUM:

• Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background

PREFERRED:

• Applicable experience within Financial Services

Knowledge & Skills

MINIMUM:

Job Skills:

• Great communicator with strong interpersonal skills
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• 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
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication

Work Environment

• Type: Office Centric (60% In Office)
• Location: Various Private Wealth Office Locations

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

US Employees in all other states not listed above:

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

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.

Are you ready to be part of something more?
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