Associate Client Relationship Manager

UMB Institutional Banking encompasses the following areas: Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions, Agent Bank, Public Finance and Healthcare Services. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and fund companies in the United States. 

As an Associate Client Relationship Manager, you will partner with the Client Relationship Managers (CRM) team, manage and support clients in the onboarding, conversion, and ongoing needs of new and existing institutional relationships or new/additional products and services within Investor Solutions.

How you’ll spend your time:  

• You will assist the CRM team in developing and managing ongoing institutional banking and investment service client relationships.
• You will manage day to day and periodic support services within client relationships, including but not limited to daily client inquiry, system proficiency and training for clients, SLA reporting, and internal shared service team communication
• You will support CRMs coordinating client set-up and conversion activities (legal, operational, technical, and project management).
• You will with the CRMs with product development assistance, problem escalation, and special projects (e.g., system testing, development) as necessary.
• You will help support cross-sell strategies for existing client portfolios. Conduct industry, product, and client research to provide recommendations to the CRMs responsible for leading client strategies, which are ultimately expected to lead to consistent year-over-year growth in client revenue.

We’re excited to talk with you if:  

• You possess a BS/BA degree in business or other related discipline or equivalent work experience

Compensation Range:

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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 [email protected] to let us know the nature of your request.

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