Duties & Responsibilities

    Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Execute on operational activities to deliver service excellence to Private Wealth Management clients

Role Specific Job Duties:
•    Be the SME on multiple operational functions
•    Works collaboratively with other functions in Private Wealth to answer technical questions, troubleshoot issues, and support special projects
•     
Function Specific Job Duties:
•    Responsible for executing on operational procedures in a timely and accurate manner.
•    Will be the innovation rep, provide training, release management, capture firm POV, and establish standardization
•    Serve as a liaison between the front & middles offices and our technology providers
•    Additional changes – quality control, lock down experience, reporting
•    Track, maintain, and report on KPIs
•    Responsible for executing on day-to-day transactions for areas of direct responsibility in operations
•    Works collaboratively with Senior Associates on team to resolve complex operational issues and escalations
•    Ensure internal clients have a positive service experience that always exceeds their expectations
•    Build and maintain internal relationships to drive continuous improvement of processes
•    Leverage Private Wealth technologies to process transactions and deliver on responsibilities
•    Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide
•    Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions
•    Ensure adherence to corporate policy, operational policy, and regulatory guidance
•    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 and account types    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 operational 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
•    General knowledge of new account opening, investments, client onboarding requirements and cash management 
•    Organize and prioritize activities to ensure completion within established deadlines
•    Exceptional written communication

Technical Skills:
•    Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
•    Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape    PREFERRED:
Job Skills:
•    Working knowledge of complex account types
•    Demonstrated experience with a wide range of client situations and inquiries
•    General knowledge of compliance rules and regulations within wealth management 

Technical Skills:
•    Proficiency with eMoney client portal and financial planning software
•    Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
•    Strong proficiency in Salesforce CRM software    •    Smart, intellectual, and business savvy
•    Driven to succeed; passionate
•    Trustworthy
•    Consistent high performer
•    Adaptable and able to adjust to many different personalities
•    Surrounded always by other high performers 
•    Very hard worker
•    Resourceful; overcome obstacles
•    Effective leader, even without authority
•    Down-to-earth, well-grounded, self-aware, humble
Work Environment    •    Type: Office Centric (60% In Office)
•    Location: Various Private Wealth Office Locations
Supervision/Management:  None   

   

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.

Are you ready to be part of something more?
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