Business Operations Associate II

6 months ago

Kansas City, United States UMB Financial Corporation Full time

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.

As the Business Operations Associate, you will execute on operational activities to deliver excellent service to Private Wealth Management clients. You will be the subject matter expert on multiple operational functions. You will also work collaboratively with other functions in Private Wealth to answer technical questions, troubleshoot issues, and support special projects. This role is hybrid (Tues/Wed/Thur on site).

How you’ll spend your time:

Responsible for executing on operational procedures in a timely and accurate manner. Will be the innovation rep, provide training, release management, capture firm POV, and establish standardization. Serve as a liaison between the front & middles offices and our technology providers. Additional changes – quality control, lock down experience, reporting. Track, maintain, and report on KPIs. Responsible for executing on day-to-day transactions for areas of direct responsibility in operations. Works collaboratively with Senior Associates on team to resolve complex operational issues and escalations. Ensure internal clients have a positive service experience that always exceeds their expectations. Build and maintain internal relationships to drive continuous improvement of processes. Leverage Private Wealth technologies to process transactions and deliver on responsibilities. Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide. Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions. Ensure adherence to corporate policy, operational policy, and regulatory guidance. Other duties as assigned.


We’re excited to talk to you if:

You possess a bachelor’s degree in relevant field or combination of education and experience that provides an equivalent background. You have 3+ years of applicable experience within Financial Services. You can solve complex problems. You demonstrate attention to detail, yet ability to grasp big picture. You are highly organized and can effectively multi-task. You have an understanding of financial services operational best practices and a knack for generating “wow” moments for clients. You are able to balance a client experience mindset when managing and controlling business risks. You can work independently, collaborating with others to accomplish client objectives. You are an analytical problem solver with the ability to think creatively. You possess general knowledge of new account opening, investments, client onboarding requirements and cash management.  You can organize and prioritize activities to ensure completion within established deadlines. You have exceptional written communication. You have working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint). You show proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.

Bonus points if:

You have demonstrated client service experience within a wealth management institution. You have knowledge of Personal Trust, Custody, and Investment management service offerings and account types. Working knowledge of complex account types. You have demonstrated experience with a wide range of client situations and inquiries. You possess general knowledge of compliance rules and regulations within wealth management.  You are proficient with eMoney client portal and financial planning software. You show proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion. You are proficient in Salesforce CRM software.

Compensation Range:

Minimum: $44,790.00 - Maximum: $103,820.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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