Client Service Administrator

UMB Bank • Kansas City, MO

1d

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 team, providing daily client service as a representative of UMB, helping identify client needs, and contributing to client strategies. The position may expand to include more complex tasks and clients, assisting management, and training and developing others.

The Institutional Custody Administration team is described as fast-paced, collaborative, and deadline-driven. Team members serve clients independently while relying on teamwork and shared knowledge to succeed. The role works with internal teams to execute client strategies and fulfill client requirements, tracks issues through resolution, handles administrative essentials to support operational integrity, and follows department policies to mitigate risk.

Requirements

• At least one year of prior experience working in financial services or equivalent experience.
• Experience in a fast-paced, deadline-driven environment.

Responsibilities

• Serve as the primary contact for assigned custody clients.
• Manage client inquiries across multiple systems and fulfill requests.
• Deliver exceptional service to large global and domestic institutional custody clients.
• Collaborate with internal teams to execute client strategies and deliver on requirements.
• Facilitate problem resolution and track issues through to completion.
• Manage administrative essentials to ensure operational integrity.
• Follow department policies to mitigate risk.
• Potentially 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, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed