Custody Onboarding Coordinator Senior

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 knowledg...