Corporate Trust RM II: Client Relations & Admin

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

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