UMB

Custody Onboarding Coordinator Senior

Kansas City MO · Senior

Sponsorship not specified$62k-$91kDetected 13 days ago

Communication

About the role

The Institutional Custody team provides custody services to large global and domestic institutional clients.
UMB entered the Institutional Custody space after noticing a need for our services from existing and potential clients.
Our team is growing and looking for our next teammate!

You will partner with internal teams to support our client groups, handling documentation and audit requests.
You'll be valued for exactly who you are and encouraged to support causes you care about.

You have a Bachelor's Degree in related field
You have at least three (3) years' experience in Financial Services or Custody industry
At UMB, you can expect more heart.

Please see the description of benefits included with this job posting for additional information.
Benefit offerings and eligibility requirements vary.

This allows us to provide full-service offerings to our customers who are often clients of Trust, Fund Services, and other groups as well.
The Custody Onboarding Coordinator Sr position will participate in client onboarding including communication, setups needed (account, users, systems), and asset conversion until the new client has launched.
You will help lead communication with Custody team and client to ensure all people associated with the client are prepared for launch/conversion to UMB.
Working in the Institutional Custody team can be fun, challenging, fast paced, and collaborative.
As a group we are independently serving clients, but we rely heavily on teamwork and shared knowledge to be successful as a unit.
There are often deadlines we rally around as a team.
We pride ourselves on being a welcoming and positive space and teammates are always happy to share their knowledge and help those around them grow!
Are you ready to be part of something more?

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

This listing is sourced directly from UMB's careers page and normalized into a canonical job model.