Institutional Custody Client Service Team Lead

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!

As a Team Lead, you will provide supervision for daily Client Services activities.  This role interacts with associates through formal and informal means to help develop a productive, engaged work force.  You will assist with developing, implementing, and monitoring controls which reduce risk to the organization.

Working in the Institutional Custody Administration 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 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 lead and assist Client Service Administrators who oversee all activity pertinent to client accounts in order to provide The Unparalleled Customer Experience to our clients, working with internal operations and external vendors to meet client expectations.
• You will monitor management controls reducing risk to the organization and approve transaction activity, cash, and trade movement.

• You will facilitate problem resolution, tracking issues through to completion
• Provide input for the design and construction of test cases and scenarios and may also validate executed test results.
• Prepare and provide input into and execute user documentation and training material. Lead system testing, as applicable.

We’re excited to talk with you if:

• You have a Bachelor's degree in business, accounting, finance or related field or equivalent experience
• You have at least four (4) years prior experience in Custody, Trust, or Securities department

This position was posted on 08/17/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$67,869 - $99,836

The 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.

#LI-MC1