UMB Bank · 12 hours ago
Client Relationship Coordinator II
Phoenix AZ
Full-time
Hybrid
Mid Level
$45K/yr - $87K/yr
3+ years expUMB Bank is a financial institution that focuses on managing, protecting, and growing client wealth through personalized financial planning. The Client Relationship Coordinator II will ensure high standards of care for family client relationships, coordinating all client-related activities and enhancing client engagement throughout their journey.
BankingFinanceFinancial Services
Responsibilities
Serve as the advisory team “quarterback”, driving important touchpoints of engagement throughout each client’s journey
Ensure all minimum standards of care are achieved across client relationships assigned
Responsible for establishing the client engagement plan and maintaining schedule of client meetings and proactive touch points
Drive and manage advice team preparation and follow-up activities for client meetings
Manage the proactive outreach to clients by advisors, trust officers, portfolio managers and financial planners
Ensure clients have a positive service experience that always exceeds their expectations
Build and maintain client relationships aimed to drive increased client retention and engagement
Maintain and update Salesforce CRM for all client activities and events
Understand the client’s overall needs and help identify value-added engagement activities that Private Wealth can provide
Ensure adherence to corporate policy, operational policy, and regulatory guidance
Manage client event requests and event planning
Other duties as assigned
Qualification
Required
You have a bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
You have 3+ years of applicable experience within Financial Services
You are highly organized and can effectively multi-task
You understand financial services client service best practices and a knack for generating “wow” moments for clients
You can balance a client experience mindset when managing and controlling business risks
You can work independently, collaborating with others to accomplish client objectives
You can adapt to changing information and business needs
You have exceptional written communication skills
Preferred
You have demonstrated client service experience within a wealth management institution
You have knowledge of Personal Trust, Custody, and Investment Management service offerings
Benefits
Paid Time Off
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
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
Life Insurance International
2026-01-15
2026-01-09
Company data provided by crunchbase