Corporate Trust Associate Relationship Manager II

3M HEALTHCARE; Costa Mesa (CA); On-site; USD 54,220 - 103,820; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Job summary

UMB's Corporate Trust and Escrow Services is seeking a Corporate Trust Associate Relationship Manager to support Relationship Managers and serve Corporate Trust clients. You will handle administrative tasks, respond to client inquiries, and help coordinate with operations and custodian banks to ensure accurate record keeping and timely client service.

The role offers opportunities to expand contact with clients and grow in scope as you gain experience, with a collaborative, team-oriented

Qualifications

• Bachelor's degree or equivalent work experience.
• Five (5)+ years of related work experience.

Responsibilities

• Provide administrative support to Corporate Trust clients.
• Maintain records and execute client requests with high attention to detail using Microsoft products.
• Interact with client teams and internal groups to identify and provide solutions.

Skills

Communication skills

Attention to detail

Microsoft Office

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

About UMB

UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing ABS, aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate/ABS issuers of taxable or tax‑exempt debt. We also provide escrow‑related, custodial and verification services to corporations, not‑for‑profits, partnerships, and other business entities and individuals.

The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with Relationship Managers and working with clients to deliver the unparalleled customer experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. This role has the ability to expand in client contact and the complexity of tasks as well as participating in cross training to learn other Corporate Trust roles.

Working in the Corporate Trust group can be fun, challenging, meaningful, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and we are always happy to share our knowledge and help those around us grow!

Key Responsibilities

• You will collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
• You will use Microsoft products and UMB systems to maintain records and execute client requests with a high attention to detail.
• You will use your communication skills to interact with client teams and internal groups in order to identify and provide solutions.

Qualifications

• Possess a bachelor’s degree or equivalent work experience.
• Have five (5)+ years of related work experience.

Compensation

Compensation Range: $54,220.00 - $103,820.00. The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job‑related factors. In addition, this range does not encompass the full earning potential for this role.

Benefits

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.

EEO Statement

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to [e-mail] to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.