Corporate Trust Associate Relationship Manager

UMB Financial
Dallas
Workplace: HybridFull timeUSD 43,000 - 62,800 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Attention to detail","Problem-solving","Teamwork"]

Support UMB’s Corporate Trust team by partnering with Relationship Managers to deliver a high-touch customer experience for existing corporate trust clients. Provide administrative support, respond to client inquiries, and help resolve administrative and operations issues. Use Microsoft products and UMB systems to maintain records and execute client requests with strong attention to detail, compile performance data, and coordinate activities with operations staff and custodian banks.

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UMB Financial
UMB Financial
2 months ago

Corporate Trust Associate Relationship Manager

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Job Summary

Support UMB’s Corporate Trust team by partnering with Relationship Managers to deliver a high-touch customer experience for existing corporate trust clients. Provide administrative support, respond to client inquiries, and help resolve administrative and operations issues. Use Microsoft products and UMB systems to maintain records and execute client requests with strong attention to detail, compile performance data, and coordinate activities with operations staff and custodian banks.
Location: Dallas
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
  • •Respond to client inquiries and assist the Relationship Management team as needed.
  • •Maintain records and execute client requests using Microsoft products and UMB systems with high attention to detail.
  • •Compile performance data, maintain records, coordinate activities with operations staff, and work with custodian banks and client staff.
  • •Resolve administrative and operations problems and participate in cross-training for other Corporate Trust roles as responsibilities expand.

Pay and Benefits

Salary: USD 43,000 - 62,800 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionAnnual Bonus

Key Requirements

  • •High school diploma or bachelor’s degree.
  • •At least two years of relevant experience.
  • •Interest in a career in finance.
  • •Use Microsoft products and UMB systems to maintain records and execute client requests accurately.
  • •Strong communication skills to interact with client teams and internal groups to identify and provide solutions.
Experience:2+ yearsFinanceBond trusteeEscrow
Education:Bachelor's
Skills:CommunicationAttention to detailProblem-solvingTeamwork
Tech Stack:MicrosoftUMB systems

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