Institutional Custody Client Service Administrator

Job Summary

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!

About the Role

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 complex tasks and clients, assist management, and train and develop others.

Responsibilities

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

Requirements

Minimum of one year prior experience working in Financial Services (or equivalent experience) in a fast-paced, deadline-driven environment.

Qualifications

• Strong communication and interpersonal skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Experience with financial systems and processes.

Benefits

We are excited to offer 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.

Pay

Compensation ranges from $44,790 - $65,650 per year, depending on location and experience.

Schedule

Full-time position.