Back to Jobs search

Client Relationship Coordinator - Private Wealth

UMB Bank • Rockford, IL • 23h ago

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:

$41,060 - $59,760

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

$37,490 - $54,700

US Employees in all other states not listed above:

$33,920 - $49,650

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?

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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 talentacquisition@umb.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://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\Notice\for\California\Candidates\Original\file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

LI-CH1

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://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\Tuce\Book\Original\file.pdf)

Check out the road to a career at UMB

Similar Jobs

Senior Director - T&O Finance

GE Aerospace • Loves Park, IL • 1h ago

Finance, Accounting & Banking

Job Description Summary As the Senior Director T&O Finance you will acts as a horizontal leader across the T&O organization and own T&O finance ERP product. You will be accountable for all aspects (Finance pr...

1h ago

Go to Apply

Truck Driver Home Daily

Roehl Transport • Beloit, WI • 1h ago

Trucking & Construction

Home Daily Dry Van Fleet Home Every Day (including on the weekend) Haul largely no-touch dry van freight Operate close to home and see many of the same shippers and destinations Full benefits Responsibilities Operate tru...

1h ago

Go to Apply

1st Shift TIG Welder

Taylor Commercial Foodservice LLC • Rockton, IL • 1h ago

Manufacturing & Warehouse

Job Type Full-time Description Why Choose Us? Taylor Company, an Equal Opportunity Employer, is a dynamic global organization with a rich history of pioneering innovation and operating at the leading edge of manufacturin...

1h ago

Go to Apply

Truck Driver Home Daily

Roehl Transport • Clinton, WI • 1h ago

Trucking & Construction

1h ago

Go to Apply

Truck Driver Home Daily

Roehl Transport • Rockford, IL • 1h ago

Trucking & Construction

1h ago

Go to Apply

Truck Driver Home Daily

Roehl Transport • Cherry Valley, IL • 1h ago

Trucking & Construction

1h ago

Go to Apply

Truck Driver Home Daily

Roehl Transport • Roscoe, IL • 1h ago

Trucking & Construction

1h ago

Go to Apply

Flight Path Innovation Engineer

GE Aerospace • Loves Park, IL • 5h ago

IT & Engineering

Job Description Summary The Flight Path Innovation Engineer will tackle the same core challenges facing both the global flight path design community and our navigation services team: delivering instrument procedures fast...

5h ago

Go to Apply

Truck Driver - Elwood Dedicated Fleet

Roehl Transport • Clinton, WI • 1d ago

Trucking & Construction

This dedicated truck driving job offers no-touch freight (you're not loading or unloading). Drivers tend to stay on this fleet saying that work, home time and pay are like "clockwork". Your loads will mostly be pre-plann...

1d ago

Go to Apply

Rockford IL Home Daily CDL Truck Driver

Roehl Transport • Roscoe, IL • 1d ago

Trucking & Construction

Home daily truck driving job based in the Rockford, Illinois area. You'll operate in our Dairyland Fleet, hauling temperature-controlled freight, and you will be home every day ! You will haul mostly refrigerated loads l...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)