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 Onboarding Coordinator Sr position will participate in client onboarding including communication, setups needed (account, users, systems), and asset conversion until the new client has launched. You will help lead communication with Custody team and client to ensure all people associated with the client are prepared for launch/conversion to UMB.
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 oversee new account setups and give constructive feedback to allow growth and decrease the reoccurrence of issues.
- You will track asset set up, Global market openings, and reregistration of private assets involved in conversions
- 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 a Bachelor’s Degree in related field
- You have at least three (3) years’ experience in Financial Services or Custody industry
Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$62,310 - $90,760US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$56,890 - $83,080US Employees in all other states not listed above:
$51,480 - $75,410The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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Skills Required
- Bachelor's Degree in related field
- At least three (3) years' experience in Financial Services or Custody industry
UMB Banks Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about UMB Banks and has not been reviewed or approved by UMB Banks.
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Leave & Time Off Breadth — PTO is positioned as generous, with at least 20 days for full-time employees that scale with tenure, plus dedicated volunteer hours and a personal well-being day. This breadth is complemented by paid holidays and additional time-off elements described in company materials.
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Parental & Family Support — Up to eight weeks of paid parental leave at 90% of base pay is offered, alongside adoption reimbursement, fertility coverage, caregiver leave, and family-care tools. These supports indicate a robust approach to family and caregiver needs.
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Retirement Support — Retirement offerings include a 401(k) with company match plus profit sharing with an ESOP component. The retirement program is described as a strong aspect of the overall package.
UMB Banks Insights
What We Do
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