Global Relationship Manager

Customer 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

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

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. UMB is an equal opportunity employer.

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