Institutional Custody Client Service Team Lead

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

• Lead and assist Client Service Administrators who oversee all activity pertinent to client accounts in order to provide The Unparalleled Customer Experience to our clients, working with internal operations and external vendors to meet client expectations.
• Monitor management controls reducing risk to the organization and approve transaction activity, cash, and trade movement.
• Facilitate problem resolution, tracking issues through to completion.
• Provide input for the design and construction of test cases and scenarios and may also validate executed test results.
• Prepare and provide input into and execute user documentation and training material. Lead system testing, as applicable.

Requirements

• A Bachelor's degree in business, accounting, finance or related field or equivalent experience.
• At least four (4) years prior experience in Custody, Trust, or Securities department.

Qualifications

We are looking for someone who is passionate about providing exceptional customer service and managing risk. You should have strong organizational skills, excellent communication abilities, and the ability to work effectively both independently and as part of a team.

Skills

• Strong leadership and supervisory skills.
• Excellent interpersonal and communication skills.
• Ability to manage multiple tasks and prioritize responsibilities.
• Experience with financial systems and processes.
• Knowledge of regulatory compliance and risk management.

Benefits

We offer a comprehensive benefits package that includes:

• Paid Time Off
• A 401(k) matching program
• Annual incentive pay
• Paid holidays
• Athletic reimbursement
• Tuition reimbursement
• Employee Assistance Program
• Dependent Care Account
• Adoption Assistance
• Associate Banking Benefits

Pay

Compensation ranges based on experience and location:

• 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

Full-time position.