Client Service Administrator

Institutional Custody Team Opportunity

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!

How you'll spend your time:

• 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.

We're excited to talk with you if:

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

Compensation Range:

$59,085 - $86,922

UMB offers competitive and varied benefits to eligible associates, such as 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to View email address on click.appcast.io to let us know the nature of your request.

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