Provide excellent customer service * Updating SOLAR, our internal fund information database ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
20 Umb Financial Customer Service Representative Jobs Hiring Near You
Provide excellent customer service * Updating SOLAR, our internal fund information database ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Financial Analyst Sr
$98K - $144K/yr
Compensation Range: $98,208 - $144,705 The posted compensation range on this listing represents UMB ... service, veteran status, genetic information, or any other status protected by applicable federal ...
New
Financial Analyst Sr
$98K - $144K/yr
Compensation Range: $98,208 - $144,705 The posted compensation range on this listing represents UMB ... service, veteran status, genetic information, or any other status protected by applicable federal ...
New
Financial Advisor
$102K - $125K/yr
... services. Establish and execute sales plan to convey UMB's investment process and products to ... Compensation Ranges: $102,960 - $125,840 The posted compensation range on this listing represents ...
Financial Advisor
$102K - $125K/yr
... services. Establish and execute sales plan to convey UMB's investment process and products to ... Compensation Ranges: $102,960 - $125,840 The posted compensation range on this listing represents ...
This allows us to provide full-service offerings to our customers who are often clients of Trust ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...
This allows us to provide full-service offerings to our customers who are often clients of Trust ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...
Transfer Agency Operations Rep l
Milwaukee, WI · On-site
$32K - $62K/yr
The Fund Services team at UMB is a nationally respected investment services provider offering a ... You have six months of transaction processing, office or customer service experience. Compensation ...
Transfer Agency Operations Rep l
Milwaukee, WI · On-site
$32K - $62K/yr
The Fund Services team at UMB is a nationally respected investment services provider offering a ... You have six months of transaction processing, office or customer service experience. Compensation ...
This allows us to provide full-service offerings to our customers who are often clients of Trust ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...
This allows us to provide full-service offerings to our customers who are often clients of Trust ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...
Client Service Representative (Investor Service)
Milwaukee, WI · On-site
$29K - $43K/mo
Provide excellent customer service * Updating SOLAR, our internal fund information database ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Client Service Representative (Investor Service)
Milwaukee, WI · On-site
$29K - $43K/mo
Provide excellent customer service * Updating SOLAR, our internal fund information database ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Private Wealth Client Service Specialist II
$44K - $65K/yr
You willmaintainand update Salesforce CRM for all client activities. * You willmaintainclient ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...
Private Wealth Client Service Specialist II
$44K - $65K/yr
You willmaintainand update Salesforce CRM for all client activities. * You willmaintainclient ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...
Personal Banker I
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$38K - $47K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$38K - $47K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$32K - $62K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$32K - $62K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I- $1000 Sign on Bonus
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I- $1000 Sign on Bonus
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$20 - $21/hr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
New
Personal Banker I
$20 - $21/hr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
New
Personal Banker I- $1000 Sign on Bonus
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I- $1000 Sign on Bonus
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$38K - $57K/yr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$22 - $23/hr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$22 - $23/hr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
Rockford, IL · On-site
$29K - $43K/mo
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
Rockford, IL · On-site
$29K - $43K/mo
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$24 - $25/hr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
Personal Banker I
$24 - $25/hr
... products and services. Personal Bankers use their product knowledge and every interaction to ... customers secure their financial well-being while making banking easy. UMB's branches offer many ...
UMB Financial Jobs Information
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$29K - $43K/mo
Full-time
Re-posted 23 days ago
Job description
The Registered Funds Team provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our knowledge base and expand our technological capabilities.
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 the Investor Services Representative, 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. In addition, passing the Securities Industry Essential test (SIE) is required within six (6) months and you will be provided with internal resources as well as study time to successfully pass the exam.
How you will spend your time:
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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 the Investor Services Representative, 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. In addition, passing the Securities Industry Essential test (SIE) is required within six (6) months and you will be provided with internal resources as well as study time to successfully pass the exam.
How you will spend your time:
Respond to incoming calls from and prospective shareholders
Assist shareholders with inquiries and provide account information
Answer questions regarding investment style, fund performance, account options and history
Analyze, research, and resolve shareholder concerns
Educate callers about funds and products
Process all transactions for shareholders
Record caller information and request mailing of appropriate fund materials
Provide excellent customer service
Updating SOLAR, our internal fund information database
Making outbound calls for clients of our Lead Generation project
We're excited to talk with you if:
Bachelor's Degree OR equivalent work experience
You have at least 6 months working in a customer facing environment that required direct in-person or phone interaction
Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$35,750 - $52,040US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$32,640 - $47,640US Employees in all other states not listed above:
$29,530 - $43,240The 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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About UMB Financial
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US
Year founded
1967