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Investor Services Representative l
3 months ago
As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public.
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.
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 or equivalent experience
You possess a minimum six months working in a customer service environment that required direct in person or phone interaction.
Compensation Range:
Minimum:
$29, Maximum: $68,330.00
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.
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.
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 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.Who we are
We are more than a company.
We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision )Check out the road to a career at UMB
