Securities Services Operations Associate SR

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

Benefits offered by this job

Paid Time Off

401(k) Matching

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

UMB Bank is seeking a Senior Securities Services Operations Associate to join the Trust & Custody Operations team in a fast-paced environment. The role focuses on evaluating client fee schedules, setting up fee billing, maintaining accounts, and generating monthly invoices while also supporting peer review and learning multiple functions within the team.

With a background in financial services or banking and a willingness to learn, you will thrive as part of a collaborative, growth-oriented

Qualifications

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

Responsibilities

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

Skills

Financial services experience

Banking experience

Education

Bachelor's 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

• You will use problem solving skills to determine what action needs to be taken when processing client requests
• You will need strong communication skills to make a positive client experience.
• You will 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. 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.

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