Institutional Custody Client Service… at UMB Bank · Kansas…

The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after noticing a need for our services from existing and potential clients. This allows us to provide full-service offerings to our customers who are often clients of Trust, Fund Services, and other groups as well. Our team is growing and looking for our next teammate!

The Client Service Administrator position supports all large institutional custody clients, both global and domestic. The admin role is really the backbone of our team and is responsible for daily client serving as the face of UMB. The admin role helps us understand the needs and wants of our clients and ultimately drives client strategies. The Client Service Admin role can be expanded to handle more complexes tasks and clients, assist management, and train and develop others.

Working in the Institutional Custody Administration team can be fun, challenging, fast paced, and collaborative. As a group we are independently serving clients, but we rely heavily on teamwork and shared knowledge to be successful as unit. There are often deadlines we rally around as a team. We pride ourselves on being a welcoming and positive space and teammates are always happy to share their knowledge and help those around them grow!

How you’ll spend your time:

• You will field client inquires and serve as the primary contact for assigned custody clients to process any requests and provide the highest level of customer service.
• You will use Excel for tracking and reporting purposes and use Custody processing systems to enter wire transactions, trades, and other money movements.
• You will partner with internal teams to drive client strategies and ensure client requests are satisfied.

We’re excited to talk with you if:

• You have a minimum of one year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York: $54,220 - $79,020

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $49,510 - $72,340

US Employees in all other states not listed above: $44,790 - $65,650

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

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.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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