Investment Services Representative

4 weeks ago


Milwaukee, Wisconsin, United States UMB Financial Corporation Full time
Job Summary

The Registered Funds Team at UMB Financial Corporation provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This team is a growing unit that continues to add to our client portfolio, offering opportunities to expand our knowledge base and technological capabilities.

Key Responsibilities
  • 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
  • Update SOLAR, our internal fund information database
  • Make outbound calls for clients of our Lead Generation project
Requirements
  • Bachelor's Degree or equivalent work experience
  • At least 6 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. 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.

Benefits

UMB offers competitive and varied benefits to eligible associates, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, a comprehensive company-sponsored benefit plan, 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.


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