Relationship manager

This position is responsible for managing the overall customer relationship and acting as primary contact for all Fund Services Clients to facilitate the process of delivering service to the clients from all UMB operating units.

Key Functions:

• Act as the lead communicator to clients regarding strategic/business items and issue resolution

• Prepare and track annual client relationship plans; ascertain and document clients' satisfaction level with UMB's service

• Work with sales team to build rapport with prospects to facilitate a streamlined transition when they become clients

• Oversee fee negotiations

• Lead client on-boarding process

• Conduct team meetings with clients

• Manage ongoing client projects ensuring agreed upon time frames are met

• Keep senior UMBFS management apprised of client status so that UMB has a strong understanding of the clients' situation at all times

• Provide a channel for UMBFS team members to go to with issues and questions

• Deliver daily reports and analysis where necessary, oversee monthly billing and managing contract renewal process

• Identify and pursue cross-sell and referral opportunities and training team members in effective client service

Minimum Qualifications:

• Bachelor's Degree.

• Five years managing client relationships in the financial services industry.

The pay range for a candidate selected for this position who is based in Colorado is typically $72,870 to $135,450 annually. The selected candidate's actual pay will be based on various factors, including but not limited to work location, qualifications, and experience, so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance.

UMB offers competitive and varied benefits to its associates including 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.

Compensation Range:

$69,230.00 - $149,000.00

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 [email protected] to let us know the nature of your request.

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

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision ( Tuce\ Book\ Original\ file.pdf)

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