Business Operations Specialist

3 days ago


Kansas City, Missouri, United States UMB Financial Corporation Full time

About the Role:

The Private Wealth Management team at UMB Financial Corporation is seeking a highly skilled and detail-oriented Business Operations Specialist to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth execution of our business operations and delivering exceptional service to our clients.

Key Responsibilities:

  • Execute operational procedures in a timely and accurate manner, ensuring compliance with regulatory requirements and company policies.
  • Develop and implement process improvements to increase efficiency and reduce costs.
  • Collaborate with cross-functional teams to resolve complex operational issues and escalate concerns as needed.
  • Provide training and support to colleagues on operational procedures and best practices.
  • Monitor and report on key performance indicators (KPIs) to ensure operational excellence.
  • Work closely with senior associates to resolve complex operational issues and provide guidance on operational procedures.
  • Ensure internal clients have a positive service experience that exceeds their expectations.
  • Build and maintain internal relationships to drive continuous improvement of processes.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and operational excellence.

Requirements:

  • Bachelor's degree in a relevant field or equivalent experience.
  • 3+ years of experience in financial services or a related field.
  • Excellent problem-solving and analytical skills.
  • Strong attention to detail and organizational skills.
  • Ability to work independently and collaboratively as part of a team.
  • Proficiency in Microsoft Office Suite and other relevant software applications.
  • Knowledge of financial services operational best practices and regulatory requirements.

Preferred Qualifications:

  • Demonstrated experience in client service and operations within a wealth management institution.
  • Knowledge of personal trust, custody, and investment management service offerings and account types.
  • Working knowledge of complex account types and financial planning software.
  • Proficiency in Salesforce CRM software and other relevant technology platforms.

UMB Financial Corporation is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive compensation package, including a comprehensive benefits program and opportunities for professional growth and development.



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