Corporate Trust Relationship Manager lll

UMB Financial
Dallas
Workplace: HybridFull timeUSD 98,208 - 144,705 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Relationship building","Customer focus","Attention to detail","Collaboration","Problem-solving"]

Serve as the main point of contact for a portfolio of complex corporate trust clients, providing highly complex day-to-day administrative support. Manage account billing, facilitate transaction closings, and handle cash/investment and debt service calculations. Ensure systems are accurately updated, prepare accounts for compliance review, and review legal documents in partnership with corporate legal teams to support appropriate operational mechanics and negotiated provisions.

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UMB Financial
UMB Financial
1 month ago

Corporate Trust Relationship Manager lll

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Serve as the main point of contact for a portfolio of complex corporate trust clients, providing highly complex day-to-day administrative support. Manage account billing, facilitate transaction closings, and handle cash/investment and debt service calculations. Ensure systems are accurately updated, prepare accounts for compliance review, and review legal documents in partnership with corporate legal teams to support appropriate operational mechanics and negotiated provisions.
Location: Dallas
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and continuously engage with customers to support and resolve routine and complex requests.
  • •Provide day-to-day support for institutional/corporate trust accounts, including billing for administrative fees.
  • •Facilitate transaction closing and manage cash and investment transactions.
  • •Provide debt service calculations and ensure accurate, timely setup of issues on all systems.
  • •Review legal documents, partner with corporate legal teams, prepare accounts for compliance review, and negotiate document provisions.

Pay and Benefits

Salary: USD 98,208 - 144,705 annually
Perks:Health InsuranceDentalVision401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •At least 7 years of relevant experience.
  • •Ability to resolve complex administrative issues for institutional/corporate trust accounts.
  • •Experience reviewing transaction structures and legal documents to ensure operational mechanics are appropriate.
  • •Ability to support transaction closing, billing, and account administration, including compliance review preparation.
Experience:7+ years
Education:Bachelor's
Skills:Relationship buildingCustomer focusAttention to detailCollaborationProblem-solving

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn