UMB Bank

Retirement Plan Support Specialist

UMB Bank

5 days ago
Dubuque, IA
Onsite
Full Time
Medior
0 applicants
UMB Bank
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About this role

The Retirement Plan Support Specialist supports the Retirement Plan Advisors team by providing sales and service support, handling client onboarding, analyzing plan data, and assisting with operational tasks. The role involves engagement with client data, financial products, and tools related to retirement plans.

Skills

Qualifications

Bachelor's Degree in Business Administration/Management, Economics, or Finance
UMB Bank

About UMB Bank

umb.com

Industry

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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