Investor Services Representative l

*** 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 minimum six months working in a customer service environment that required direct in person or phone interaction.
** Compensation Range:**$32,640.00 - $62,640.00
* 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 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.

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  to let us know the nature of your request.
** If you are a California resident, please visit our
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* 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 and have opportunities to advance within the team. This is a cyclical environment that becomes very fast-paced during tax season. A Series 6 is required within 6 months and you will be provided with internal resources as well as study time to successfully pass the exam.  

You must also be available to work a set 8 hour schedule between the hours of 7:00am to 7:00pm, Monday-Friday.

The team works hard but, in a fun, relaxed environment where the dress code is casual. Associates will complete tasks individually but still have a team around them to offer support when needed. An inclusive environment where senior leaders go out of their way to meet new associates.

You possess a Bachelor’s degree or equivalent experience### The Unparalleled Customer Experience
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