Senior Corporate Trust Relationship Manager

3M HEALTHCARE; Costa Mesa (CA); On-site; USD 84,000 - 179,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health insurance

Tuition reimbursement

Job summary

UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves overseeing day-to-day administration, billing for fees, and coordinating with legal and compliance to ensure accurate and timely processing of complex transactions.

The candidate will engage with senior client staff, review legal documents, and collaborate across internal groups to maintain compliant and well-administered accounts.

Qualifications

• You have a bachelor's degree or equivalent work experience.
• You have at least 7 years of relevant experience.

Responsibilities

• Build relationships and continuously engage with customers to provide support and resolve routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.

Education

Bachelor's degree or equivalent

Job description

UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves overseeing day-to-day administration, billing for fees, and coordinating with legal and compliance to ensure accurate and timely processing of complex transactions.

The candidate will engage with senior client staff, review legal documents, and collaborate across internal groups to maintain compliant and well-administered accounts.