Corporate Trust Relationship Specialist – Client Services

UMB Financial Corporation; Costa Mesa (CA); On-site; USD 51,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings accounts

Job summary

UMB Financial Corporation's Corporate Trust and Escrow Services seeks a Corporate Trust Associate Relationship Manager to provide administrative support to existing clients and assist the Relationship Management team with data collection and record keeping.

You'll collaborate with Relationship Managers, use Microsoft products and UMB systems to maintain records, respond to client inquiries, and help identify practical solutions with high attention to detail.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least two years of relevant experience.

Responsibilities

• Collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
• Maintain records and execute client requests with high attention to detail.
• Interact with client teams and internal groups to identify and provide solutions.

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft products

UMB systems

Job description

UMB Financial Corporation's Corporate Trust and Escrow Services seeks a Corporate Trust Associate Relationship Manager to provide administrative support to existing clients and assist the Relationship Management team with data collection and record keeping.

You'll collaborate with Relationship Managers, use Microsoft products and UMB systems to maintain records, respond to client inquiries, and help identify practical solutions with high attention to detail.