Investor Services Representative l
Company: UMB Financial Corporation
Location: Milwaukee
Posted on: May 28, 2023
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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:
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 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.
Keywords: UMB Financial Corporation, Milwaukee , Investor Services Representative l, Sales , Milwaukee, Wisconsin
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