Institutional Custody Client Service Administrator
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. 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 our clients' needs and wants and ultimately drives client strategies. The Client Service Admin role can be expanded to manage more complex 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 serve clients independently, but we rely heavily on teamwork and shared knowledge to succeed as a unit. There are often deadlines we rally around as a team. We pride ourselves on being a welcoming, positive space, and our teammates are always happy to share their knowledge and help those around them grow!
Requirements
- A minimum of one (1) year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment.
Nice To Haves
- The Client Service Admin role can be expanded to manage more complex tasks and clients, assist management, and train and develop others.
Responsibilities
- As the primary contact for assigned custody clients, you will manage inquiries across multiple systems to fulfill requests and deliver exceptional service.
- Collaborate with internal teams to execute client strategies and deliver on all requirements.
- Dedicate time to facilitating problem resolution, tracking issues through to completion, and managing administrative essentials to ensure operational integrity.
- Follow all department policies to mitigate risk.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
