Trust & Custody Account Implementation Specialist

UMB Bank; Kansas City (MO); On-site; USD 51,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings account

Flexible spending account

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Banking benefits

Job summary

UMB Bank is seeking a Custody Operations Specialist to support large institutional custody clients, both global and domestic. You will work with Custody Administrators to process client requests and input cash and security transactions across multiple systems, while coordinating with internal teams on documentation and audit requests.

The role emphasizes accuracy, collaboration, and timely processing in a fast-paced environment, with a focus on delivering exceptional service to institutional

Qualifications

• Associates Degree or 1 year of experience in the financial services industry.

Responsibilities

• Partner with Custody Administrators to process client requests and provide the highest level of customer service.
• Operate various computer systems to set up new accounts and fees as well as input cash and security transactions.
• Partner with internal teams to support our client groups, handling documentation and audit requests.

Skills

Customer service

Attention to detail

Education

Associates Degree

Job description

The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after noticing a need for our services from existing and potential clients. This allows us to provide full service offerings to our customers who are often clients of Trust, Fund Services, and other groups as well. Our team is growing and looking for our next teammate!

The Custody Operations Specialist position works closely with our Custody Administrators to support all large institutional custody clients, both global and domestic. The Operations Specialist role is responsible for performing complex processing, maintenance, and moderately complex financial calculations related to securities and cash transactions for institutional investors. They accurately input cash and securities transactions, as well as market value update requests. This role also supports new account and fee setups as well as handling documentation and audit requests.

Working in the Institutional Custody team can be fun, challenging, fast paced, and collaborative. As a group we are independently serving clients, but we rely heavily on teamwork and shared knowledge to be successful as a unit. There are often deadlines we rally around as a team. We pride ourselves on being a welcoming and positive space and teammates are always happy to share their knowledge and help those around them grow!

How you’ll spend your time

• You will partner with Custody Administrators to process any client requests and provide the highest level of customer service.
• You will operate various computer systems to set up new accounts and fees as well as input cash and security transactions.
• You will partner with internal teams to support our client groups, handling documentation and audit requests.

We’re excited to talk with you if

• You have an Associates Degree or 1 year of experience in the financial services industry

This position was posted on 11/02/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range

$51,291 - $75,460

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.

Are you ready to be part of something more?

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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.

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