Business Operations Specialist
3 days ago
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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