Corporate Trust Associate Relationship Manager
UMB Open · verified Oct 18, 2026 At a glance
Manager-level Account Management role at UMB. Costa Mesa · full-time · $51,291–$75,460 base.
growthroles summary, based on the employer's posting.
What you'll do
- Back up Relationship Managers with day-to-day administrative work for Corporate Trust clients
- Keep client records current in Microsoft tools and UMB systems, handling requests with close attention to detail
- Respond to client questions and coordinate with internal teams to find and deliver solutions
- Compile performance information, work with operations staff and custodian banks, and address administrative or operations issues
What you bring
- A bachelor's degree or comparable work experience
- At least two years of experience in a relevant role
Who this fits
This role suits someone who enjoys detailed client support and coordinating with Relationship Managers, operations staff, custodian banks, and client teams. It is a hybrid position in Costa Mesa.
From the employer
UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.
The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with Relationship Managers and working with clients to deliver the unparalleled customer experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. This role has the ability to expand in client contact and the complexity of tasks as well as participating in cross training to learn other Corporate Trust roles.
Working in the Corporate Trust group can be fun, challenging, meaningful, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and we are always happy to share our knowledge and help those around us grow!
How you’ll spend your time:
You will collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
You will use Microsoft products and UMB systems to maintain records and execute client request with a high attention to detail.
You will use your communication skills to interact with client teams and internal groups in order to identify and provide solutions.
We’re excited to talk with you if:
You have a Bachelor's degree or equivalent work experience
You have at least two years of relevant experience
Compensation Range:
$51,291 - $75,460The 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 talentacquisition@umb.com 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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