Securities Services Ops Associate – Client-Focused Custody

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

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.