UMB Bank Private Wealth II - Acct Svcs in Kansas City, Missouri

What You'll Do:

The Private Wealth Management Division is a full service investment advisory, trust, and custodial organization that combines the strength, resources and expertise of a multi-billion dollar asset management firm with the personalized service of a private bank. Our clients benefit from a full range of trust and custody services, including financial planning, investment management, individual retirement accounts and specialized asset management.

The Account Services Associate is accountable for providing service excellence in every situation and delivering the unparalled customer experience. This associate is responsible for processing the following types of transactions in an accurate and timely manner

-Opening and funding of all new accounts including Investment Advisory, Irrevocable Trust, Revocable Trusts, etc, through the use of an automated work flow system.

-Performing all account maintenance activities including but not limited to address changes, opening additional portfolios, automated fund management changes, fee review and set up, account statement maintenance, bill payments, account closings, and day to day monitoring of the account services mail box.

-Special projects as assigned including system testing, report creation and production,

-Work cohesively and proactively with business partners at all levels within the organization including Trust Advisors, Wealth Advisors, Trust Operations, Legal, Trust Tax, and the Client Engagement Specialists

-Other duties as assigned

Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

In this Role, You will Need:

-Excellent attention to detail and accuracy

-Ability to organize, prioritize, and multi task

-Strong communication, time management, and organizational skills

-Outstanding computer skills and proficiency and utilizing multiple applications simultaneously

-Highly customer focused with strong client relationship management skills

-Ability to manage multiple projects and timelines


We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:

Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!

Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Preferred Requirements:

  • Bachelor's degree

  • 2 to 3+ years Relevant Financial Services Experience

Who You Are:

  • Associates degree or equivalent

  • Relevant Financial Services Experience

Job Title:

Private Wealth II - Account Services

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Personal Banking

Requisition Number:



1010 Grand Blvd


Kansas City


Full Time