UMB Bank · 2 weeks ago
Investor Services Representative l
Milwaukee, WI
Full-time
Onsite
New Grad, Entry Level
$33K/yr - $63K/yr
0+ years expUMB Bank is a community-focused financial institution that values its employees and supports their growth. The Investor Services Representative will provide telephone support to mutual fund shareholders and assist in resolving their issues while ensuring customer satisfaction. This role offers opportunities for advancement and requires obtaining a Series 6 license within six months of employment.
BankingFinanceFinancial Services
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
Required
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
A Series 6 is required within 6 months
Benefits
Paid Time Off
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
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
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 CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
Life Insurance International
2026-01-15
2026-01-09
Company data provided by crunchbase