Institutional Custody Client Service Team Lead

UMB Financial
Kansas City
Workplace: HybridFull timeUSD 51,480 - 90,760 annuallyFunction: Administration & Executive AssistanceExperience: 4+ yearsEducation: bachelorsSkills: ["Leadership","Problem resolution","Risk management","Documentation","Training"]

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.

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UMB Financial
UMB Financial
2 months ago

Institutional Custody Client Service Team Lead

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Status: 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
WebsiteLinkedIn