Retirement Plan Support Specialist

Retirement Plan Support Specialist

As the Retirement Plan Support Specialist, you will support Retirement Plan Advisors. This role helps to manage day-to-day client activity including prospecting support, building compelling new business presentations, client onboarding, and ongoing client service.

How you'll spend your time:

• You will provide administrative support, including activities with third-party recordkeepers, the distribution of recurring plan investment reviews, and assisting in resolving client requests.
• You will analyze target markets and identify potential new business opportunities, using tools such as Free Erisa, Larkspur, providing constructive feedback to sales team.
• You will maintain benchmarking software by reviewing, updating, and inputting competitor performance and fee information.
• You will assist in fee processing, invoice creation/distribution, and timely collection of advisory fees for Retirement Plan Services account relationships.
• You will assist in maintaining the necessary sales and referral information in CRM, and track all referral activity related to RPS.
• You will handle arrangements for meetings, sales events, travel, and expense reimbursements as needed.
• You will help onboard new Advisors / retirement staff and updates onboarding materials and handbook for training where applicable.
• You will perform other duties as assigned.

We're excited to talk to you if:

• You possess a Bachelor’s Business Administration/Management, Economics, or Finance.
• You have 3-5 years within the financial services industry.
• You are proficient in using the Microsoft Office, particularly Excel, PowerPoint and Adobe suite.
• You are detail oriented with a high level of accuracy.
• You show an understanding of financial services products, particularly related to retirement plans and investment products and services.
• You have solid analytical and problem-solving skills with the ability to identify problems and recommend appropriate follow-up action.
• You have excellent organizational and time management skills.
• You have excellent interpersonal skills that result in establishing and maintaining good relations with internal and external customers throughout the entire sales process.
• You have an ability to work alone to get the job done as well as with a team to meet deadlines.

Compensation Range: $57,760.00 - $124,170.00

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.

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