Client Service Administrator
About The Position
The Client Service Administrator supports large global and domestic institutional custody clients and serves as the primary contact for assigned clients. The role is the backbone of the Institutional Custody Administration team, serving as a face of UMB and helping the team understand client needs and develop client strategies. The position may expand to include more complex tasks and clients, assisting management, and training and developing others. The team environment is collaborative, fast-paced, and deadline-driven. Team members serve clients independently while relying on shared knowledge and teamwork to meet deadlines and succeed as a unit.
Requirements
- At least one year of prior experience working in Financial Services, or equivalent experience, in a fast-paced, deadline-driven environment.
Responsibilities
- Serve as the primary contact for assigned custody clients.
- Manage client inquiries across multiple systems, fulfill requests, and deliver exceptional service.
- Collaborate with internal teams to execute client strategies and meet client requirements.
- Facilitate problem resolution and track issues through to completion.
- Manage administrative essentials to ensure operational integrity.
- Follow department policies to mitigate risk.
- May take on more complex tasks and clients, assist management, and train and develop others.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Medical, dental, vision, and other insurance coverage
- Health savings accounts
- Flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
