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UMB Bank Institutional Custody Admin in Kansas City, Missouri

What You'll Do:

Act as primary contact for assigned Custody clients to ensure the delivery of the highest possible level of customer service.

  • Oversee all activity pertinent to client account

  • Facilitate trade activity (global and domestic) and monitor settlement

  • Coordinate with internal operations and external vendors to meet client expectations

  • Initiate and authorize domestic and foreign money movements

  • Provide reporting as requested

  • Review and track client invoicing

  • Facilitate problem resolution, tracking issues through to completion

  • Follow company/department policies and procedures in order to mitigate risk

In this Role, You will Need:

  • Ability to multi-task and adjust priorities throughout the day

  • Knowledge and understanding of domestic and global securities industries

  • Independent problem solving

  • Customer service skills

  • Strong written and verbal communication skills

Who You Are:

  • Bachelor's degree in business, accounting, finance or related field or equivalent experience

  • A minimum of two year's prior experience working in a fast paced, deadline driven Custody, Trust, or Securities department required

Preferred Requirements:

  • Experience in securities depositories procedures, wire transfer operations, and income collection payment characteristics

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Job Title:

Institutional Custody Admin

Division Name:

Institutional Banking

Requisition Number:



928 Grand Blvd


Kansas City


Full Time