Curtis Peavler
Client Service Specialist Ii - Wealth Management @UMB Bank
Shawnee, KS, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2024 — Present
Client Service Specialist Ii - Wealth Management @UMB Bank
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Kansas City, MO, US
Administration of Investment Accounts and IRA’s within the Private Wealth Group- Serve as main point of contact for clients - Responsible for managing day-to-day client transactions- Maintain and update Salesforce CRM - Perform compliance reviews with clients and Wealth Managers- Build and maintain client relationships aimed at client retention and engagement
EDUCATION
N/A
University of Missouri-Kansas City
Bachelor of Business Administration - BBA
ABOUT CURTIS PEAVLER
Client Service Specialist at UMB Private Wealth Management
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