UMB Bank

Client Service Specialist II

UMB Bank

7 days ago
Plano, TX
Onsite
Full Time
Medior
0 applicants
UMB Bank
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About this role

This role involves delivering client service to Private Wealth Management clients, managing client transactions, maintaining relationships, and ensuring compliance and operational standards. The position also includes supporting onboarding and collaborating with team members to exceed client expectations.

Skills

Qualifications

Bachelor’s degree or equivalent experience
UMB Bank

About UMB Bank

umb.com

Industries

Finance

N/A

About UMB Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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