Investor Svc Representative l

Job Title

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.

Job Description

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 Range:

$38,916 - $57,244

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.

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 View email address on click.appcast.io to let us know the nature of your request.

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