Institutional Custody Client Service Administrator

UMB Financial
Kansas City
Workplace: HybridFull timeUSD 44,790 - 79,020Function: Administration & Executive AssistanceExperience: 1+ yearsSkills: ["Customer service","Communication","Teamwork","Fast-paced execution","Client relationship management"]

Serve as the primary contact for assigned institutional custody clients, handling requests and providing high-level service. Track and report client activity using Excel, and use custody processing systems to enter wire transactions, trades, and other money movements. Partner with internal teams to support client strategies and ensure requests are satisfied, with opportunities to expand into more complex clients and tasks over time.

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UMB Financial
UMB Financial
2 months ago

Institutional Custody Client Service Administrator

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Job Summary

Serve as the primary contact for assigned institutional custody clients, handling requests and providing high-level service. Track and report client activity using Excel, and use custody processing systems to enter wire transactions, trades, and other money movements. Partner with internal teams to support client strategies and ensure requests are satisfied, with opportunities to expand into more complex clients and tasks over time.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Serve as the primary contact for assigned institutional custody clients, processing requests and providing high-level customer service.
  • •Field client inquiries and support daily client serving as the face of UMB.
  • •Use Excel to track and report on client activity.
  • •Use custody processing systems to enter wire transactions, trades, and other money movements.
  • •Partner with internal teams to drive client strategies and ensure client requests are satisfied.

Pay and Benefits

Salary: USD 44,790 - 79,020
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym MembershipAdoption Assistance

Key Requirements

  • •Minimum one year of prior experience working in Financial Services (or equivalent experience) in a fast-paced, deadline-driven environment.
  • •Experience providing customer service as a primary point of contact for clients.
  • •Ability to use Excel for tracking and reporting.
  • •Ability to use custody processing systems to enter wire transactions, trades, and money movements.
  • •Ability to partner with internal teams to support client strategies and ensure requests are satisfied.
Experience:1+ yearsFinancial services
Skills:Customer serviceCommunicationTeamworkFast-paced executionClient relationship management
Tech Stack:Excel

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