Institutional Custody Admin

UMB Bank • Kansas City, MO

1d

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 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 complexes tasks and clients, assist management, and train and develop others. Working in the Institutional Custody Administration 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 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

• You have a minimum of one (1) year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment.

Responsibilities

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

Benefits

• Paid Time Off
• 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: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees