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Investor Services Representative l

Company: UMB Financial Corporation
Location: Milwaukee
Posted on: May 28, 2023

Job Description:

Be part of something more.

A majority of our time is spent "at work." We believe that time most meaningful when it's spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won't be constantly looking over your shoulder-you'll be empowered to do what's right for our customers. Most importantly, we're a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won't find elsewhere.

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 opportunity. UMBers are known for having multiple careers here and having their voices heard.

As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public. These calls can range from trade details, distributions, tax forms, purchases and redemptions with the goal of placing trades.

As an Investor Services Rep, you will support shareholders by resolving their issues in a pleasant manner. Ask open ended questions to determine the root cause and provide solutions. As your knowledge increases, you will begin working with alternative investments with opportunities to move into a Team Lead.

This is a cyclical environment that becomes very fast-paced during tax season.

Must pass Securities Industry Essential test (SIE) is required within nine (9) months and you will be provided with internal resources as well as study time to successfully pass the exam.

How you'll spend your time:

  • Use your financial acumen to educate callers on funds and products to achieve customer satisfaction
  • Use your detail-orientation to process all transactions for shareholders to achieve accurate investments We're excited to talk with you if:
    • You possess a Bachelor's degree
    • You possess a minimum six months working in a customer service environment that required direct in person or phone interaction.

      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.

      Compensation Range:
      Minimum: $31,080.00 - Mid Point: $41,423.00

      The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

      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 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.

Keywords: UMB Financial Corporation, Milwaukee , Investor Services Representative l, Sales , Milwaukee, Wisconsin

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