Corporate Trust Associate Relationship Manager I or II

UMB Financial
Wilmington
Workplace: HybridFull timeUSD 44,790 - 79,020 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Attention to detail"]

Support UMB’s Corporate Trust team by providing administrative assistance to existing corporate trust clients alongside Relationship Managers. You’ll respond to client inquiries, compile performance data, maintain records, coordinate activities with operations staff, and work with custodian banks and client teams to resolve administrative and operational issues. The role includes using Microsoft tools and UMB systems with high attention to detail, growing client-facing responsibilities, and cross-training across Corporate Trust roles.

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UMB Financial
UMB Financial
3 months ago

Corporate Trust Associate Relationship Manager I or II

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Job Summary

Support UMB’s Corporate Trust team by providing administrative assistance to existing corporate trust clients alongside Relationship Managers. You’ll respond to client inquiries, compile performance data, maintain records, coordinate activities with operations staff, and work with custodian banks and client teams to resolve administrative and operational issues. The role includes using Microsoft tools and UMB systems with high attention to detail, growing client-facing responsibilities, and cross-training across Corporate Trust roles.
Location: Wilmington
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.
  • •Use Microsoft products and UMB systems to maintain records and execute client requests.
  • •Respond to client inquiries and interact with client teams and internal groups to identify and provide solutions.
  • •Compile performance data and keep records for corporate trust engagements.
  • •Coordinate with operations staff, custodian banks, and client staff to resolve administrative and operational problems.

Pay and Benefits

Salary: USD 44,790 - 79,020 annually
Perks:Paid Leave401k MatchingPaid HolidaysHealth InsuranceDentalVision

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •5+ years of related work experience.
  • •High attention to detail when maintaining records and executing client requests.
  • •Strong communication skills to interact with client teams and internal groups.
  • •Willingness to expand client contact and participate in cross-training across Corporate Trust roles.
Experience:5+ years
Education:Bachelor's
Skills:CommunicationAttention to detail
Tech Stack:MicrosoftMicrosoft products

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