Custody Onboarding Coordinator Senior

UMB Financial
Kansas City
Workplace: OnsiteFull timeFunction: Executive & General ManagementSkills: []

Coordinate the custody onboarding process for clients, ensuring required documentation, account setup, and related operational steps are completed accurately and on time. Serve as a key point of contact to support smooth onboarding from intake through readiness. Partner with internal teams to resolve onboarding issues and maintain consistent processes while adhering to applicable policies and procedures.

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UMB Financial
UMB Financial
2 months ago

Custody Onboarding Coordinator Senior

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

Job Summary

Coordinate the custody onboarding process for clients, ensuring required documentation, account setup, and related operational steps are completed accurately and on time. Serve as a key point of contact to support smooth onboarding from intake through readiness. Partner with internal teams to resolve onboarding issues and maintain consistent processes while adhering to applicable policies and procedures.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Mid level

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