Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Institutional Custody Client Services Specialist

UMB Financial Corporation

UMB Financial Corporation is seeking a Client Service Administrator to provide exceptional service to our institutional custody clients. This role involves fielding inquiries, processing requests, and collaborating with internal teams to meet client needs. Candidates should have a minimum of one year in financial services and proficiency in Excel. We offer competitive pay, ranging based on experience and location, and a comprehensive benefits package that includes health, wellness, tuition assistance, and more. #J-18808-Ljbffr UMB Financial Corporation

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Institutional Custody Client Services Specialist in Kansas City, MO vacancy
  • $54.22k - $79.02k

    Background 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... 
    Suggested
    Local area
    Flexible hours

    UMB Financial Corporation

    Kansas City, MO
    4 days ago
  • UMB Financial Corporation is looking for an Institutional Custody Client Service Administrator in Kansas City, MO, to support large institutional custody clients. In this hybrid role, you will serve as the primary contact for clients, utilizing Excel for tracking and managing... 
    Suggested

    UMB Financial Corporation

    Kansas City, MO
    3 days ago
  • $55k - $75k

     ...Client Service Specialist The Client Service Specialist plays a key role in delivering exceptional...  ...with client to ensure CRM data and Custodial accounts and data meet plan goals Manage...  ...financial advisors and financial institutions. Cetera is one of the largest independent... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Cetera Financial Group

    Leawood, KS
    1 day ago
  •  ...Fleet Services Coordinator II Cox Fleet keeps your fleet moving! Headquartered in Indianapolis, Cox Fleet has grown to become one...  ...lifecycle from origination until the customer unit is in control/custody of the repair technician Timely and accurate documentation... 
    Suggested
    Currently hiring

    Fleet Services by Cox Automotive

    Kansas City, MO
    4 days ago
  •  ...the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium...  ...from origination until the customer unit is in control/custody of the repair technician Timely and accurate documentation and... 
    Suggested
    Currently hiring

    Cox-Fleet-

    Kansas City, MO
    1 day ago
  • $18 per hour

    Job Title: Client Services Specialist Department: Finance Reports To: Representative Payee Manager Supervises: N/A FLSA: Non-Exempt Pay range: starting at $18.00/ HR- DOE SUMMARY The Client Services Specialist will be responsible for auditing individuals’ ledgers and reporting... 
    Full time
    Seasonal work
    Work at office
    Immediate start
    Work from home

    Life Unlimited, Inc

    Kansas City, MO
    10 days ago
  • Client Delivery Specialist (Commercial Litigation Legal Assistant) Job Category: Administrative Support...  ...USA Husch Blackwell LLP is a full-service litigation and business law firm...  ...on projects. Practice Alignment & Institutional Knowledge Shows proficiency in the... 
    Full time
    Work at office
    3 days per week

    Husch Blackwell LLP.

    Kansas City, MO
    4 days ago
  • What You'll Be Doing The Treasury Client Support Specialist II provides information and support in response...  ...delivery of treasury products and services. What We're Looking For Support the...  ...2-4 years' experience in a financial institution or similar field Licenses &... 

    Stifel Financial Corp.

    Kansas City, MO
    3 days ago
  •  ...Financial Corp. is looking for a Treasury Client Support Specialist II in Missouri. This individual will...  ...will have experience in a financial institution, be skilled in Microsoft Office, and...  .... Specific experience with customer service and troubleshooting system-related... 
    Work at office

    Stifel Financial Corp.

    Kansas City, MO
    3 days ago
  • $69.92k - $109.46k

     ...another and their community. Expect more heart, trust, opportunity. UMB Institutional Banking encompasses Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions, Public Finance and Healthcare Services... 
    Local area
    Flexible hours

    UMB Financial Corporation

    Kansas City, MO
    1 day ago
  • $69.92k - $109.46k

     ...Sales Enablement Specialist Are you ready to be part of something more? You '...  ...having their voices heard. UMB Institutional Banking encompasses the following areas...  ...Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions... 
    Local area
    Flexible hours

    UMB

    Kansas City, MO
    4 days ago
  •  ...Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports... 

    Beauty Brands

    Kansas City, MO
    1 day ago
  • $54.22k - $79.02k

     ...Client Service Specialist II The Private Wealth Management Operations Support team assists clients and associates in the delivery of wealth management advice and solutions. As the Client Service Specialist II, you will be administrating Investment Accounts and Individual... 
    Work at office
    Local area
    Flexible hours

    UMB

    Leawood, KS
    2 days ago
  • $49.2k - $66.4k

     ...Client Services Specialist Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution... 
    Flexible hours

    Sun Life Financial

    Kansas City, MO
    9 days ago
  •  ...Client Service Officer Card Specialist (Hybrid/Remote Eligible - MO Only) Summary This position supports clients with debit card and credit card services which include day-to-day functions, monthly and annual processes. The Client Service Officer Card Specialist will... 
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    Shift work

    Enterprise Bank & Trust

    Overland Park, KS
    5 days ago
  • A financial services firm in Olathe is seeking passionate individuals for a client consultation role. You will conduct virtual meetings, assess client needs, and build lasting relationships, all while enjoying a flexible work-from-home schedule. The role offers industry... 
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Olathe, KS
    5 days ago
  •  ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experiencecoordinating onboarding, managing communications... 
    Work experience placement
    Work at office

    Baird

    Leawood, KS
    1 day ago
  •  ...Client Service Specialist At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We... 
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    Shift work

    Broadridge Financial Solutions , Inc.

    Kansas City, MO
    1 day ago
  •  ...Client Service Specialist - Part Time Now Hiring Client Service Specialist - Part Time: We are seeking an individual with an exceptional work ethic, excellent attention to detail, who provides top-notch customer service, and drives for success. Applicants should... 
    Part time
    Local area
    Immediate start

    Kendall Bank

    Spring Hill, KS
    3 days ago
  • NBH Bank is seeking a Client Services & Solutions Specialist in Overland Park, Kansas. This role supports the bank's call center, focusing on providing exceptional client experiences while preventing fraud. You will be responsible for handling inquiries across multiple... 
    Remote job

    NBH Bank

    Overland Park, KS
    5 days ago
  • Lexicon is seeking a Client Care Representative to enhance client service within their team. The role involves communication with clients, gathering their needs, and ensuring high satisfaction. Qualified candidates should have a high school diploma and at least 2 years... 

    Lexicon

    Kansas City, MO
    5 days ago
  • Global Elite Empire Consultants is looking for dedicated individuals for a work-from-home role in financial services aimed at protecting families. This position offers the chance to make a positive impact while enjoying flexibility and opportunities for growth. Ideal candidates... 
    Remote job
    Work from home

    Global Elite Empire Consultants

    Overland Park, KS
    5 days ago
  • Global Elite Empire Consultants is looking for dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families. Candidates should have a genuine desire to help others, strong communication skills, and integrity in all interactions... 
    Remote job
    Work from home

    Global Elite Empire Consultants

    Independence, MO
    5 days ago
  • Stifel Financial Corp. is seeking a Treasury Client Service Support Specialist to respond to client inquiries and support treasury products and services. You will be the main point of contact, providing training, troubleshooting, and high-level service to clients while... 

    Stifel Financial Corp.

    Kansas City, MO
    4 days ago
  • Client Success Specialist (Brokerage & Logistics) Job Description Posted Wednesday, June 3, 2026 at 5:00 AM Work Arrangement: On‑Site Position...  ...support agent success and drive utilization of brokerage services. Working closely with Brokerage, Pricing, Operations, and... 
    Full time
    Work at office

    UniGroup, Inc.

    Kansas City, MO
    4 days ago
  • What You'll Be Doing The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily... 

    Stifel Financial Corp.

    Kansas City, MO
    3 days ago
  • $19 - $24 per hour

     ...– driving real, measurable results for clients. At Zelis, AI is woven into the fabric of...  ...are. Position Overview The Chat Support Specialist serves as a primary point of contact for...  ...information and support regarding products, services, and processes. Troubleshoot client... 
    Full time
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Menlo Ventures

    Kansas City, MO
    1 day ago
  •  ...Client Sales & Support Specialist Location: Kansas City, MO Job Type: Full-Time, On-Site Emerson & Company is a leading provider of comprehensive...  ...in payroll, accounting, insurance, and merchant services. We are dedicated to helping businesses streamline their... 
    Full time
    Work at office
    Flexible hours

    Emerson & Company

    Kansas City, MO
    1 day ago
  •  ...looking for a System Analyst to be part of a dynamic team focused on improving technology solutions for educational institutions. You will engage with clients, providing technical support and resolving complex issues, thereby enhancing educational experiences across... 

    K12itc Listed on Inc.

    Kansas City, MO
    4 days ago
  • $60k - $114k

     ...Senior Client Account Specialist Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe that diverse, equitable... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    Husch Blackwell

    Kansas City, MO
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Institutional Custody Client Services Specialist. Be the first to apply!