Institutional Custody Admin jobs in United States
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UMB Bank · 18 hours ago

Institutional Custody Admin

UMB Bank is looking for a Client Service Administrator to support their Institutional Custody team, which provides services to large institutional clients. The role involves managing client inquiries, utilizing Excel for reporting, and collaborating with internal teams to ensure client satisfaction.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

You will field client inquires and serve as the primary contact for assigned custody clients to process any requests and provide the highest level of customer service
You will use Excel for tracking and reporting purposes and use Custody processing systems to enter wire transactions, trades, and other money movements
You will partner with internal teams to drive client strategies and ensure client requests are satisfied

Qualification

ExcelFinancial ServicesClient ServiceCustody processing systemsTeamwork

Required

A minimum of one (1) year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment

Benefits

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
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits

Company

UMB Bank

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UMB Financial Corporation is a commercial bank that offers various financial services.

H1B Sponsorship

UMB Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (20)
2023 (14)
2022 (33)
2021 (11)
2020 (18)

Funding

Current Stage
Public Company
Total Funding
$606.13M
2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M

Leadership Team

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Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
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Phillip Mason
President of Institutional Banking
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Company data provided by crunchbase