Client Relationship Coordinator II

UMB Bank • Phoenix, AZ

23h • $44,790 - $86,510 • Hybrid

About The Position

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus. As the Client Relationship Coordinator, you will ensure the highest standards of care for family client relationships served by advisory practices. You will coordinate all client-related activities of the advisory practice, ranging from client meetings to proactive client outreaches. This role is hybrid (Tues/Wed/Thur on site).

Requirements

• You have a bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
• You have 3+ years of applicable experience within Financial Services.
• You are highly organized and can effectively multi-task.
• You understand financial services client service best practices and a knack for generating “wow” moments for clients.
• You can balance a client experience mindset when managing and controlling business risks.
• You can work independently, collaborating with others to accomplish client objectives.
• You can adapt to changing information and business needs.
• You have exceptional written communication skills.

Nice To Haves

• You have demonstrated client service experience within a wealth management institution.
• You have knowledge of Personal Trust, Custody, and Investment Management service offerings.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level