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:

• 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

Requirements

MINIMUM:

• 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

PREFERRED:

• Demonstrated client service experience within a wealth management institution
• Knowledge of Personal Trust, Custody, and Investment Management service offerings

Knowledge & Skills

MINIMUM:

Job 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

Work Environment

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

Compensation Range:

$44,790.00 - $86,510.00

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 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.

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