Securities Services Operations Associate

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

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Tuition reimbursement

Job summary

UMB Financial Corporation's Securities Services Operations Associate sits within Trust & Custody Operations to support Institutional Custody and Corporate Trust. The role processes new securities establishments, responds to client questions, and ensures accurate processing in a fast-paced environment.

You will work with a smaller team, cross-train for coverage, and develop a roadmap for opportunities within Operations while delivering a high-quality client experience.

Qualifications

• 2 years of financial services experience or relevant degree.
• Strong communication and client-service mindset.
• Detail-oriented with ability to manage multiple tasks.

Responsibilities

• Process new securities establishments and updates to securities.
• Respond to client inquiries and resolve issues to ensure a positive experience.
• Support cross-training and backup coverage within the team.
• Maintain accuracy in processing and meet deadlines in a fast-paced environment.

Skills

Communication

Attention to detail

Problem solving

Client experience

Education

Associate's degree or Bachelor's degree

Job description

The Securities Services Operations Associate is a part of the Trust & Custody Operations team that supports the Corporate Trust and Institutional Custody divisions. Within the Operations environment, this team supports UMB two lines of business, Institutional Custody and Corporate Trust, by processing new securities establishment.The Securities Services Operations Associates have a specific and impactful function for our clients and UMB to ensure accurate processing. The Trust Operations associates are the subject matter expert in operational processes for our clients and internal partners.This position assists clients with any questions and issues they may face while creating an unparalleled client experience. You will respond to various queries regarding securities, establish new securities, and make updates to securities upon request. You will also cross-train amongst other team members responsibilities for backup when needed. You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling their career progression.The Trust Operations team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. It is a smaller team that works closely together to ensure everyone's success. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunities within Operations and beyond.How you’ll spend your time:You will use problem-solving skills to determine what action needs to be taken when processing internal UMB requests.You will need strong communication skills to make a positive client experience.You must have strong attention to detail to ensure correct processing.We’re excited to talk with you if:2 years of financial services experience OR Associates DegreeOR Bachelors DegreeThis position was posted on 09/23/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.Compensation Range:$38,916 - $57,244The 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.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.#LI-MC1