Investor Svc Representative l

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 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

Were excited to talk with you if:

• Bachelors 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:

The posted compensation range on this listing represents UMBs 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
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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.

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