Corporate Trust Associate Relationship Manager I

UMB Financial
California
Workplace: HybridFull timeUSD 51,291 - 75,460Function: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Communication skills","Attention to detail","Record keeping","Problem solving"]

Support UMB’s Corporate Trust Relationship Managers by providing administrative assistance to existing clients and responding to client inquiries. Maintain accurate records using Microsoft products and UMB systems, compile performance data, coordinate with operations staff, and resolve administrative/operations issues. Build client contact and expand task complexity over time, participate in cross-training, and communicate with client teams to identify and deliver solutions.

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UMB Financial
UMB Financial
1 month ago

Corporate Trust Associate Relationship Manager I

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

Job Summary

Support UMB’s Corporate Trust Relationship Managers by providing administrative assistance to existing clients and responding to client inquiries. Maintain accurate records using Microsoft products and UMB systems, compile performance data, coordinate with operations staff, and resolve administrative/operations issues. Build client contact and expand task complexity over time, participate in cross-training, and communicate with client teams to identify and deliver solutions.
Location: California
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
  • •Maintain records and execute client requests using Microsoft products and UMB systems with attention to detail.
  • •Interact with client teams and internal groups to identify and provide solutions.
  • •Compile performance data, coordinate activities with operations staff, and work with custodian banks and client staff.
  • •Resolve administrative and operations problems and participate in cross-training to learn other Corporate Trust roles.

Pay and Benefits

Salary: USD 51,291 - 75,460
Perks:Health InsuranceDentalVision401kPaid LeavePaid Holidays

Key Requirements

  • •You have a Bachelor's degree or equivalent work experience.
  • •You have at least two years of relevant experience.
  • •Provide administrative support to Corporate Trust clients with high attention to detail.
  • •Use Microsoft products and UMB systems to maintain records and execute client requests.
  • •Use communication skills to interact with client teams and internal groups to identify and provide solutions.
Experience:2+ years
Education:Bachelor's
Skills:Communication skillsAttention to detailRecord keepingProblem solving
Tech Stack:MicrosoftMicrosoft productsUMB 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