Securities Services Operations Associate SR

UMB Financial Corporation; Kansas City (MO); On-site; USD 45,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Medical, dental, vision insurance

Health savings

Flexible spending

Tuition reimbursement

Employee assistance program

Fitness reimbursement

Job summary

UMB Financial Corporation is seeking a Senior Securities Services Operations Associate to join the Trust & Custody Operations team. You will support onboarding of new business, invoicing clients for services, process payments, and assist with various duties as assigned.

You will apply problem-solving, strong communication, and meticulous attention to detail in a fast-paced banking environment. The role offers growth within a medium-sized team and opportunities to learn multiple functions while

Qualifications

• 2-3 years of financial services or banking experience OR a college degree.
• Strong communication skills to create a positive client experience.
• High attention to detail to ensure correct processing.

Responsibilities

• Process a variety of duties including onboarding of new business, invoicing clients, and payment transactions.
• Support peer review and learn multiple functions within the team.
• Provide a high level of service in a fast-paced environment.

Skills

Problem solving

Communication

Attention to detail

Education

College degree

Job description

The Senior Securities Services Operations Associate is a part of the Trust & Custody Operations team which provides support to the fast growing Corporate Trust and Institutional Custody departments. Within the Trust Operations environment, this team interacts with various UMB clients and internal partners to evaluate and process requests for the onboarding of new business, invoicing clients for services, process payment transactions and other duties as assigned. With our robust training to provide extensive UMB and financial knowledge, the Trust & Custody Operations team provides a high level of service to our internal & external partners. These Securities Services Operations Associate Seniors each have a specific and impactful function for our clients and UMB to ensure accurate processing requests. The Trust Operations team members are subject matter experts that assist our business partners by delivering a high level of performance in a fast-paced environment. The Senior Securities Services Operations Associate is responsible for processing a variety of duties. This role will focus on client fee schedule evaluation, fee billing setup, account maintenance, and monthly invoice generation. This role will also assist with peer review and learn multiple functions within the team. 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. 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. We are medium sized 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:

• Use problem solving skills to determine what action needs to be taken when processing client requests
• Need strong communication skills to make a positive client experience
• Need a strong attention to detail to ensure correct processing

We're excited to talk with you if:

• 2-3 years of financial services or banking experience OR a college degree

This position was posted on 08/19/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $44,685 - $65,736 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.

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.

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