Securities Services Operations Specialist (Client-Centric Custody)

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

Wellbeing program

Job summary

UMB Bank seeks a Securities Services Operations Associate to support the Trust & Custody Operations teams, processing new securities establishments and handling client inquiries. You will work within a fast-paced environment, coordinate with internal partners, and ensure accuracy in security setup and updates.

The role emphasizes problem-solving, strong communication, and attention to detail, with opportunities for cross-training and professional growth within Trust Operations and beyond.

Qualifications

• 2 years of financial services experience OR Associates Degree
• Or a Bachelor's Degree
• Strong attention to detail and communication skills

Responsibilities

• Use problem-solving skills to determine action when processing internal UMB requests.
• Provide a positive client experience through clear communication.
• Maintain high accuracy in processing securities and updates.

Skills

Problem-solving

Communication

Attention to detail

Education

Associate's degree

Bachelor's degree

Job description

UMB Bank seeks a Securities Services Operations Associate to support the Trust & Custody Operations teams, processing new securities establishments and handling client inquiries. You will work within a fast-paced environment, coordinate with internal partners, and ensure accuracy in security setup and updates.

The role emphasizes problem-solving, strong communication, and attention to detail, with opportunities for cross-training and professional growth within Trust Operations and beyond.