About this opportunity
UMB lists this Associate Retirement Client Advisor opportunity in phoenix, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Associate Retirement Client Advisor
As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and manage certain account relationships within an assigned book of business. The Associate Retirement Client Advisor works with various aspects of the retirement plan management practice including operations, investment management, knowledge, the client service model and new business acquisition.
How you'll spend your time:
Serves on the client service team to assist in managing client relationships to help deliver the client service model to clients.
Acts as the primary contact on a select group of assigned accounts.
Participates in client and prospect meetings as well as networking opportunities.
Prepares plan and Investment reviews for prospect/client meetings.
Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals and objectives.
Monitors and manages required plan and participant notifications and reports.
Communicates with clients and follows up on advice delivery. Partners with the RPS team as a relationship management point of contact, delivering administrative support to key clients.
Facilitates changes to plan provisions, such as implementing plan recommendations.
Conducts annual plan and Investment reviews for assigned clients.
Develops competency with internal and external software packages to manage client relationships.
Prepares investment analysis and financial related projects as needed.
Develops competency in the Customer Relationship Management (CRM) and manages workflows and related documentation requirements.
Facilitates best practices and assists in monitoring and satisfying compliance requirements.
Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
Performs other duties as assigned.
We're excited to talk to you if:
You possess a Bachelors in Business Administration/Management, Economics, Finance or related field.
You have 3-5 years' of business experience in financial services related industry.
You have ability to work, efficiently, effectively, and independently to see projects through to conclusion.
You have proficiency with Microsoft Office applications.
You have basic knowledge of investments.
You have excellent verbal and written communication skills.
You have demonstrated client service skills.
You have attention to detail, accuracy, and problem-solving skills.
You have excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments.
You are self-motivated and possess a sense of urgency.
You have high ethical and professional standards.
You show flexibility, adaptability, and solid team orientation.
You have ability to support the presentation of material to clients and prospective clients as part of a team.
You can obtain the Certified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire.
Bonus points if:
You show a high level of analytical skills.
You have previous experience with retirement plans, trust accounting, and/or CRM software tools.
You have basic knowledge of ERISA qualified plans.
Compensation Range:
$59,085 - $86,922
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.
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 to let us know the nature of your request.
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Worksite address
phoenix, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.