Business Analyst Private Wealth

Duties & Responsibilities

Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Execute on operational activities to deliver service excellence to Private Wealth Management clients

Role Specific Job Duties:

Be the SME on multiple operational functions

Works collaboratively with other functions in Private Wealth to answer technical questions, troubleshoot issues, and support special projects

Function Specific Job Duties:

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

Requirements

MINIMUM:

Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background

3+ years of applicable experience within Financial Services

PREFERRED:

Demonstrated client service experience within a wealth management institution

Knowledge of Personal Trust, Custody, and Investment management service offerings and account types MINIMUM:

Job Skills:

Great communicator with strong interpersonal skills

Systems thinking and complex problem solving

Attention to detail, yet ability to grasp big picture

Highly organized and can effectively multi-task

Understanding of financial services operational best practices and a knack for generating "wow" moments for clients

Able to balance a client experience mindset when managing and controlling business risks

Ability to work independently, collaborating with others to accomplish client objectives

Ability to adapt to changing information and business needs

Demonstrated ability to learn and communicate complex and detailed information

Analytical problem solver with the ability to think creatively

General knowledge of new account opening, investments, client onboarding requirements and cash management

Organize and prioritize activities to ensure completion within established deadlines

Exceptional written communication

Technical Skills:

Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)

Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape PREFERRED:

Job Skills:

Working knowledge of complex account types

Demonstrated experience with a wide range of client situations and inquiries

General knowledge of compliance rules and regulations within wealth management

Technical Skills:

Proficiency with eMoney client portal and financial planning software

Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion

Strong proficiency in Salesforce CRM software Smart, intellectual, and business savvy

Driven to succeed; passionate

Trustworthy

Consistent high performer

Adaptable and able to adjust to many different personalities

Surrounded always by other high performers

Very hard worker

Resourceful; overcome obstacles

Effective leader, even without authority

Down-to-earth, well-grounded, self-aware, humble

Work Environment Type: Office Centric (60% In Office)

Location: Various Private Wealth Office Locations

Supervision/Management: None

Compensation Range:

$44,790.00 - $86,510.00

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 talentacquisition@umb.com 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.