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UMB Financial

60 Umb Financial Customer Service Representative Jobs Hiring Near You

UMB Financial

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 ...

UMB Financial

Financial Analyst Sr

Kansas City, MO · On-site

$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 ...

UMB Financial

Client Service Specialist II

Leawood, KS · On-site

$59K - $86K/yr

Working as the Client Service Specialist II, you will partner with assigned Financial Advisor(s ... Compensation Range: $59,085 - $86,922 The posted compensation range on this listing represents UMB ...

UMB Financial

Investor Svc Representative l

Milwaukee, WI · On-site

$38K - $57K/yr

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) ...

UMB Financial

Consumer Services Specialist

OR · On-site +1

$19/hr

... UMB customers through the handling of inbound service center calls. How you will spend your time ... Compensation Range: $33,786 - $49,698 The posted compensation range on this listing represents UMB ...

New

UMB Financial

Personal Banker I

Lubbock, TX · On-site

$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 ...

UMB Financial

Personal Banker I

Russell, KS · On-site

$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 ...

New

UMB Financial

Personal Banker I

Lubbock, TX

$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 ...

UMB Financial

Personal Banker I

Madison, WI · On-site

$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 ...

UMB Financial

Personal Banker I

Raytown, MO · On-site

$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 ...

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Infographic showing various Customer Service Representative job openings at Umb Financial in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 76% Physical, 7% Hybrid, and 17% Remote job distribution.

Client Service Representative (Investor Service)

UMB Financial

Milwaukee, WI • On-site

$29K - $43K/mo

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

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:

  • 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 - $52,040

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$32,640 - $47,640

US Employees in all other states not listed above:

$29,530 - $43,240

The 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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