Client Service Administrator, Institutional Custody

UMB Financial Corporation

Base: $44,790.00 - $86,510.00; bonus/equity: annua...
Not specified in the job description.
1 year prior financial services experience
Excel tracking and reporting skills
Custody processing system proficiency
UMB Financial Corporation seeks a Client Service Administrator for its Institutional Custody team to support large institutional clients by handling inquiries and processing requests. The role emphasizes customer service, teamwork, and the use of technology in a fast-paced environment

Job Summary

  • The Client Service Administrator serves as the primary contact for assigned custody clients to process requests and provide high-level customer service.
  • The role involves using Excel for tracking and reporting while utilizing Custody processing systems to enter wire transactions and trades.
  • UMB offers competitive benefits including paid time off, a 401(k) matching program, annual incentive pay, and comprehensive health insurance coverage.

Matching Summary

Match Score: 75

UMB Financial Corporation seeks a Client Service Administrator for its Institutional Custody team to support large institutional clients by handling inquiries and processing requests. The role emphasizes customer service, teamwork, and the use of technology in a fast-paced environment.

Salary

Base: $44,790.00 - $86,510.00; Bonus/Equity: Annual incentive pay available; Benefits: Paid time off, 401(k) match, medical/dental/vision

Skills & Requirements

Must-have

  • 1 year prior financial services experience
  • Excel tracking and reporting skills
  • Custody processing system proficiency

Nice-to-have

  • Fast paced deadline driven environment
  • Collaborative teamwork mindset
  • Client strategy development interest

Key Requirements

  • Minimum one year financial services experience

Work Rights

Not specified

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