Corporate Trust Client Relations Associate II

UMB Financial Corporation

Foulk Woods (DE)

On-site

USD 59,000 - 87,000

Full time

7 days ago
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Benefits offered by this job

Paid Time Off
401(k) matching
Annual incentive pay
Medical insurance
Dental insurance

Job summary

UMB Financial Corporation's Corporate Trust team is seeking an Associate Relationship Manager to provide administrative support to corporate trust clients and assist Relationship Managers. The role focuses on accurate record-keeping, coordinating with operations and custodian banks, and resolving client inquiries with a client-centric approach.

You will use Microsoft Office and UMB systems to maintain records and respond to client requests, while developing stronger relationships with client

Qualifications

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

Responsibilities

  • Collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
  • Maintain records using Microsoft Office products and UMB systems with high attention to detail.
  • Communicate with client teams and internal groups to identify and provide solutions.

Skills

Communication skills
Attention to detail

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office
UMB systems

Job description

UMB Financial Corporation's Corporate Trust team is seeking an Associate Relationship Manager to provide administrative support to corporate trust clients and assist Relationship Managers. The role focuses on accurate record-keeping, coordinating with operations and custodian banks, and resolving client inquiries with a client-centric approach.

You will use Microsoft Office and UMB systems to maintain records and respond to client requests, while developing stronger relationships with client

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