Securities Services Operations Associate

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

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, vision

Job summary

UMB Bank is seeking a Securities Services Operations Associate to support the Trust Operations team in processing wires and transfers for mutual fund clients. The role focuses on money market transfers, client inquiries, and ensuring accurate fund movements across accounts.

As part of a small, collaborative team, you will help reconcile transfers, assist with wire reviews, and participate in cross-training for coverage.

Qualifications

• 2+ years of financial services experience or an Associate's/Bachelor's degree.

Responsibilities

• Process money market and mutual fund wires and ACH transfers for UMB clients.
• Provide clear communication to clients and partners to ensure accurate transfers.
• Assist with wire reviews and reconciliations; support team with back-up duties as needed.
• Contribute to a positive client experience and a collaborative team environment.

Skills

Problem solving

Communication

Attention to detail

Education

Associates Degree

Bachelor's Degree

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.

These Securities Services Operations Associates each have a specific and impactful function for our clients and UMB to ensure accurate process requests. The Trust Operations team are subject matter experts that assist to reconcile and transfer funds in and out of accounts.

The Securities Services Operations Associate is responsible for trading money markets and mutual funds for UMB customers through payments of wires or ACH. This position assists clients with any questions and issues they may face while creating an unparalleled client experience. The Securities Services Operations Associate Senior assists the manager with wire reviews for other members on the team and are more involved in reconciliations for UMB clients. They are also cross trained amongst other team member responsibilities for team back up when needed. You can expect a fast‑paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associate Seniors are motivated to be self‑driven and enjoy the challenge of learning new skills while controlling the progression of their career. This role focuses money market transfers and account reconciliations for our customers while identifying efficiencies for the department.

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 is successful. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Operations and beyond.

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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