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Investor Services Representative l
Milwaukee, WI
Job Description
Be part of something more.A majority of our time is spent "at work." We believe that time most meaningful when it's spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won't be constantly looking over your shoulder-you'll be empowered to do what's right for our customers. Most importantly, we're a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won't find elsewhere.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 expectmore heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expectmore trust. We want you to do the right thing, no matter what. And, expectmore opportunity.UMBersare known for having multiple careers here and having their voices heard.As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public. These calls can range from trade details, distributions, tax forms, purchases and redemptions with the goal of placing trades.As an Investor Services Rep, you will supportshareholdersby resolving their issues in a pleasant manner. Ask open ended questionsto determine the root cause and provide solutions. As your knowledge increases, you will beginworking with alternative investmentswith opportunities to move into a Team Lead.This is a cyclicalenvironment that becomes very fast-paced during tax season.ASeries 6 is required within 6 monthsand you will be provided with internal resources as well as study time to successfully pass the exam.How you'll spend your time:Use your financial acumen to educate callers on funds and productsto achieve customer satisfactionUse your detail-orientation to process all transactions for shareholders to achieve accurate investmentsWe're excited to talk with you if:You possess aBachelor'sdegreeor equivalent experienceYou possess aminimum six months working in a customer service environment that required direct in person or phone interaction.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 talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
Job Summary
Company
UMB FUND SERVICES INC
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
0 to 1 year
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