Custody Onboarding Coordinator Senior

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. This allows us to provide full-service offerings to our customers who are often clients of Trust Fund Services and other groups as well. Our team is growing and looking for our next teammate!

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!

How youll spend your time:

• You will oversee new account setups and give constructive feedback to allow growth and decrease the reoccurrence of issues.
• You will track asset set up Global market openings and reregistration of private assets involved in conversions
• You will partner with internal teams to support our client groups handling documentation and audit requests.

Were excited to talk with you if:

• You have a Bachelors Degree in related field
• You have at least three (3) years experience in Financial Services or Custody industry

Compensation Ranges:

US Employees in California Washington DC New Jersey and New York:

US Employees in Colorado Connecticut Delaware Illinois Massachusetts Maryland Minnesota Pennsylvania Rhode Island Texas Washington and Wisconsin:

US Employees in all other states not listed above:

The posted compensation range on this listing represents UMBs good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role but the actual compensation may vary by geographic location experience level and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates such as 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. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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