Investor Svc Representative l

UMB Financial Corporation; Milwaukee (WI); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Annual incentive pay

Healthcare benefits

Time Off

Job summary

UMB Financial Corporation in Milwaukee seeks an Investor Services Representative to support mutual fund shareholders by answering inquiries, processing transactions, and educating callers about funds.

You will resolve issues with a focus on customer service; passing the SIE exam within six months is required; potential for growth into a Team Lead role. Compensation ranges with benefits across the company.

Qualifications

• Bachelor’s Degree OR equivalent work experience.
• At least 6 months in a customer-facing environment with direct phone interaction.
• Passing the Securities Industry Essentials (SIE) exam within six months of hire.

Responsibilities

• 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 fund materials.
• Provide excellent customer service.
• Update SOLAR, our internal fund information database.
• Make outbound calls for Lead Generation projects.

Skills

Customer service

Phone support

Problem solving

Communication

Education

Bachelor’s Degree or equivalent

Tools

SOLAR database

Job description

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 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

This position was posted on 08/18/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $38,916 - $57,244

The posted compensation range on this listing represents UMB’s 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.

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
• 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

Benefit offerings and eligibility requirements vary.

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 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 [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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