Securities Services Operations Associate

UMB Bank; Kansas City (MO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Tuition reimbursement

Holidays

Job summary

UMB Bank in Kansas City, MO is seeking a Securities Services Operations Associate to support the processing of incoming and outgoing wires for mutual fund clients within the Trust Operations team, working with internal partners and diverse clients to evaluate requests and ensure transfers are executed accurately and in compliance with policy.

The role requires strong problem solving, precise attention to detail, and effective communication to deliver a positive client experience, with exposure

Qualifications

• 2 years of financial services experience or an Associate's Degree or a Bachelor's Degree.

Responsibilities

• You will use problem solving skills to determine what action needs to be taken to ensure money markets are transferred to the correct accounts and organizations.
• You will need strong communication skills to make a positive client experience.
• You will need to have strong attention to detail to ensure correct funds are transferred into correct accounts.

Job description

The Securities Services Operations Associate is a part of the Trust Operations team that assists with the processing of incoming and outgoing wires for mutual fund clients. Within the Trust Operations environment, this team interacts with various UMB clients and internal partners to evaluate and process requests the ingoing and outgoing transfers of assets including unique and alternative investments. With our robust training to provide extensive UMB and financial knowledge, the Trust Operations team provides trading support for our mutual fund and trust customers.

How you’ll spend your time

• You will use problem solving skills to determine what action needs to be taken to ensure money markets are transferred to the correct accounts and organizations.
• You will need strong communication skills to make a positive client experience.
• You will need to have strong attention to detail to ensure correct funds are transferred into correct accounts.

We’re excited to talk with you if

• 2 years of financial services experience OR Associates Degree
• OR Bachelors Degree

This position was posted on 09/30/2026. 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.

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?

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.

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