Securities Svcs. Ops Analyst

UMB Bank; Kansas City (MO); On-site; USD 59,000 - 87,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision, and other ins

Health savings, flexible spending, and

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Bank’s Securities Services Operations team is seeking a focused analyst to support our Income Team within Trust Operations. You will analyze reports, process transactions, apply income or payments, and assist with client inquiries to deliver an exceptional client experience.

The role includes cross-training for backup and collaboration with Corporate Actions to manage events. The position offers a dynamic, fast-paced environment with ongoing training and clear career progression within

Qualifications

• You possess a college degree.
• You have at least two years of financial services experience.
• You have securities processing experience.
• OR any combination of education and experience that provides an equivalent background.

Responsibilities

• Use problem-solving skills to determine what action needs to be taken when processing client requests.
• Perform a variety of processing, data entry, basic to moderately complex financial calculations, and clerical duties related to securities and cash transactions.
• Review and approve transactions.
• Train other associates and review associates’ work at the direction of the manager.
• Identify system issues or defects and provide appropriate level of documentation to the appropriate support group.
• Ability to provide a broad level of assistance during testing of system upgrades or implementation of new systems.
• Work on special projects at the direction of the manager.

Skills

Financial services

Securities processing

Education

Bachelor's degree

Job description

UMB’s Trust Operations Team is the back-office support for our nationally recognized Corporate Trust and Institutional Custody service providers. As a Securities Services Operations Analyst, you will join the Income Team within our Shared Services division. This team interacts with various UMB clients and internal partners to evaluate and process requests that could include cash processing, trade execution, new security establishment, or applying dividend income. It is a smaller team that works closely together to ensure everyone's success. With our robust training to provide extensive UMB and financial knowledge, the Trust Operations Team provides trading support for our custody and trust customers.

Securities Services Operations Analysts have a specific and impactful function for our clients and UMB; to ensure accurate processing and be subject matter experts in operational processes for our clients and internal partners. This position assists clients with any questions and issues they may face while creating an unparalleled client experience. You will analyze reports, process transactions, apply income or incoming payments, or initiate outgoing cash payments. You are also cross-trained amongst other team members responsibilities for backup when needed. This team also partners closely with the Corporate Actions Team to execute voluntary/mandatory events and reduce financial exposure.

You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Analysts are motivated to be self-driven and enjoy the challenge of learning new skills while controlling their career progression. 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. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunities 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.
• Perform a variety of processing, data entry, basic to moderately complex financial calculations, and clerical duties related to securities and cash transactions.
• Review and approve transactions.
• Train other associates and review associates’ work at the direction of the manager.
• Identify system issues or defects and provide appropriate level of documentation to the appropriate support group.
• Ability to provide a broad level of assistance during testing of system upgrades or implementation of new systems.
• Work on special projects at the direction of the manager.

We are excited to talk with you if

• You possess a college degree
• You have at least two years of financial services experience
• You have securities processing experience
• OR any combination of education and experience that provides an equivalent background.

This position was posted on 10/02/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range

$59,085 - $86,922

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.

• 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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