Custody Onboarding Coordinator Senior

UMB Bank • Kansas City, MO

4d

About The Position

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! The Custody Onboarding Coordinator Sr position will participate in client onboarding including communication, setups needed (account, users, systems), and asset conversion until the new client has launched. You will help lead communication with Custody team and client to ensure all people associated with the client are prepared for launch/conversion to UMB. Working in the Institutional Custody team can be fun, challenging, fast paced, and collaborative. As a group we are independently serving clients, but we rely heavily on teamwork and shared knowledge to be successful as a unit. There are often deadlines we rally around as a team. We pride ourselves on being a welcoming and positive space and teammates are always happy to share their knowledge and help those around them grow!

Requirements

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

Responsibilities

• 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.

Benefits

• 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
• various associate banking benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior