Investor Services Representative l jobs in United States
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UMB Bank · 3 months ago

Investor Services Representative l

positionWI - Milwaukee - 235 W Galena Street
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$33K/yr - $63K/yr
date0+ years exp

UMB Bank is a company that values its employees and encourages community involvement. As an Investor Services Representative, you will provide telephone support to mutual fund shareholders, helping them with trade details, distributions, and resolving issues in a pleasant manner.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Series 6 certificationCustomer service experienceFinancial acumenDetail-orientedCommunication skills

Required

Bachelor's degree or equivalent experience
Minimum six months working in a customer service environment that required direct in person or phone interaction
Series 6 is required within 6 months

Benefits

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

Company

UMB Bank

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UMB Financial Corporation is a commercial bank that offers various financial services.
dateFounded in 1913
location
Kansas City, Missouri, USA
people-size1001-5000 employees
web-link
https://www.umb.com/

H1B Sponsorship

UMB Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (20)
2023 (14)
2022 (33)
2021 (11)
2020 (18)

Funding

Current Stage
Public Company
Total Funding
$606.13M
2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M

Leadership Team

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Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
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Phillip Mason
President of Institutional Banking
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Recent News

Business Wire
Terreno Realty Corporation Closes $200 Million Five-Year Unsecured Term Loan
2026-01-09
GlobeNewswire
Orion Group Holdings Positions for Growth with Closing of $120 Million Refinancing Transaction
2025-12-29
Company data provided by crunchbase