Custody Onboarding Coordinator Senior

About the role

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!

Responsibilities

• Participate in client onboarding including communication, setups needed (account, users, systems), and asset conversion until the new client has launched.
• Help lead communication with Custody team and client to ensure all people associated with the client are prepared for launch/conversion to UMB.
• Oversee new account setups and give constructive feedback to allow growth and decrease the reoccurrence of issues.
• Track asset set up, Global market openings, and reregistration of private assets involved in conversions.
• Partner with internal teams to support our client groups, handling documentation and audit requests.

Requirements

• A Bachelor’s Degree in related field
• At least three (3) years’ experience in Financial Services or Custody industry

Qualifications

• Compensation Ranges
• 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.
• 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.
• Expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

Skills

• Excellent communication skills
• Strong organizational and time management skills
• Ability to work independently and collaboratively

Benefits

• Competitive and varied benefits package
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• An associate wellbeing program
• An associate emergency fund
• Variety of associate banking benefits

Pay

• US Employees in California, Washington DC, New Jersey, and New York: $62,310 - $90,760
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $56,890 - $83,080
• US Employees in all other states not listed above: $51,480 - $75,410

Schedule

• Flexible schedule to accommodate client needs