The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.
As the **Operations Associate II,** you will execute on operational activities to deliver excellence service to Private Wealth Management clients. You will work collaboratively with other functions in Private Wealth to answer technical questions, troubleshoot issues, and support special projects. This role is hybrid (Tues/Wed/Thur on site).
**How you’ll spend your time:**
+ Responsible for executing on operational procedures in a timely and accurate manner.
+ Will be the innovation re...