UMB AG
A Client Service Representative at UMB focuses on delivering service to Private Wealth Management clients, managing day-to-day client transactions, maintaining client relationships, and ensuring compliance with corporate policies and regulations.
UMB is a Swiss IT services firm that delivers end-to-end, tailored solutions for digital transformation, including cloud services, IT consulting, and 360° managed IT. The company focuses on simplifying and optimizing business processes with intelligent technology to “create time” for its customers. UMB positions itself as a partner for enterprises seeking bespoke IT strategy, implementation, and ongoing support to improve efficiency and agility.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for UMB AG.
32% above the average for this role
Private Wealth Associate - The Lerner Group
Hightower
Private Wealth Associate - The Lerner Group
Hightower
Wealth Advisory Analyst - Vigilant Wealth Management
Hightower
Client Service Associate (RIA)
PTC
Client Service Associate
Wealth Enhancement Group
Senior Client Service Associate- LCK Wealth Management
Hightower