Investor Services Representative Job at UMB Bank
Are you ready to be part of something more?
You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t 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.
You’ll 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 opportunity.
UMBers are known for having multiple careers here and having their voices heard. As part of Institutional Banking, 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 an Investor Services Rep, 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. This is a cyclical environment that becomes very fast-paced during tax season.
A Series 6 is required within 6 months and you will be provided with internal resources as well as study time to successfully pass the exam.
How you’ll spend your time:
- 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
We’re excited to talk with you if:
- You possess a Bachelor’s degree
- You possess a minimum six months working in a customer service environment that required direct in person or phone interaction.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: Hybrid remote in Milwaukee, WI 53212
Please Note :
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