Client Service Specialist II
UMB Bank(21 hours ago)
About this role
The Client Service Specialist II role is part of the Private Wealth Management Operations Support team, focusing on administering investment and retirement accounts. The position involves serving as the main contact for clients, managing transactions, and supporting client relationships to ensure a positive service experience.
Required Skills
- Client Service
- Account Management
- Financial Transactions
- CRM
- Financial Software
- Compliance
- Customer Relations
- Account Opening
- Wealth Management
- Cash Management
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