Trust & Custody Account Implementation Specialist

Institutional Custody Team Opportunity 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