UMB Bank→
Institutional Custody Client Service Administrator (Hybrid)
Entry LevelHybridFull-time
Location
Kansas City, MO
Salary
$45k–$87k/yr
Experience
1+ years
Posted
1 week ago
Skills
client servicefinancial services experienceexcelcustody processing systemsteamwork
Job Description
Summary: UMB Bank is a financial institution that provides custody services to large global and domestic institutional clients. The Client Service Administrator position supports these clients by serving as the primary contact, processing requests, and driving client strategies while ensuring high levels of customer service.
Responsibilities:
- You will field client inquires and serve as the primary contact for assigned custody clients to process any requests and provide the highest level of customer service
- You will use Excel for tracking and reporting purposes and use Custody processing systems to enter wire transactions, trades, and other money movements
- You will partner with internal teams to drive client strategies and ensure client requests are satisfied
Required Qualifications:
- You have a minimum of one (1) year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment
Required Skills: Client Service, Financial Services Experience
Important Skills: Excel, Custody Processing Systems
Nice-to-Have Skills: Teamwork
Benefits: Paid Time Off, A 401(k) matching program, Annual incentive pay, Paid holidays, A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage, Health savings, Flexible spending, And dependent care accounts, Adoption assistance, An employee assistance program, Fitness reimbursement, Tuition reimbursement, An associate wellbeing program, An associate emergency fund, And various associate banking benefits
Benefits
Paid Time Off
A 401(k) matching program
Annual incentive pay
Paid holidays
A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings
Flexible spending
And dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
And various associate banking benefits