UMB Financial

1 month ago

Institutional Custody Client Service Team Lead

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Lead daily Client Services activities for Institutional Custody, supervising Client Service Administrators and helping deliver an exceptional customer experience for institutional clients. Monitor controls to reduce organizational risk and approve transaction activity, cash, and trade movement. Facilitate problem resolution through completion, contribute to test case design and validation, and prepare client-facing documentation and training while leading system testing as needed.

Location: Kansas City

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Supervise daily Client Services activities and lead Client Service Administrators supporting client accounts.
•Monitor management controls to reduce organizational risk and approve transaction activity, cash, and trade movement.
•Facilitate problem resolution and track issues through completion.
•Provide input on the design and construction of test cases/scenarios and validate executed test results.
•Prepare, provide input into, and execute user documentation and training materials; lead system testing as applicable.

Pay and Benefits

Salary: USD 51,480 - 90,760 annually

Perks:Paid Leave401kHealth InsuranceDentalVision

Key Requirements

•Bachelor’s degree in business, accounting, finance, or a related field, or equivalent experience.
•At least four (4) years prior experience in Custody, Trust, or Securities.
•Ability to lead and assist Client Service Administrators overseeing activities for client accounts.
•Experience monitoring management controls to reduce risk and approving transaction activity, cash, and trade movement.
•Ability to facilitate problem resolution and support testing and user documentation/training activities.

Experience:4+ yearsCustodyTrustSecurities

Education:Bachelor's in business, accounting, finance or related field

Skills:LeadershipProblem resolutionRisk managementDocumentationTraining

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

Website LinkedIn

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UMB Financial

1 month ago

Institutional Custody Client Service Team Lead

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Kansas City

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Supervise daily Client Services activities and lead Client Service Administrators supporting client accounts.
•Monitor management controls to reduce organizational risk and approve transaction activity, cash, and trade movement.
•Facilitate problem resolution and track issues through completion.
•Provide input on the design and construction of test cases/scenarios and validate executed test results.
•Prepare, provide input into, and execute user documentation and training materials; lead system testing as applicable.

Pay and Benefits

Salary: USD 51,480 - 90,760 annually

Perks:Paid Leave401kHealth InsuranceDentalVision

Key Requirements

•Bachelor’s degree in business, accounting, finance, or a related field, or equivalent experience.
•At least four (4) years prior experience in Custody, Trust, or Securities.
•Ability to lead and assist Client Service Administrators overseeing activities for client accounts.
•Experience monitoring management controls to reduce risk and approving transaction activity, cash, and trade movement.
•Ability to facilitate problem resolution and support testing and user documentation/training activities.

Experience:4+ yearsCustodyTrustSecurities

Education:Bachelor's in business, accounting, finance or related field

Skills:LeadershipProblem resolutionRisk managementDocumentationTraining

Company Brief

UMB Financial

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

Website LinkedIn