Investor Services Representative l
UMB Bank
About this role
As an Investor Services Rep at UMB, you will support shareholders and prospective shareholders by resolving their inquiries involving mutual fund transactions and educating them on available funds and products. This role is fast-paced, especially during tax season, and provides opportunities for professional advancement within the Investor Services team.
Skills
Qualifications
About UMB Bank
umb.comN/A
Recent company news
MarketBeatMicrosoft Corporation $MSFT is UMB Bank n.a.'s 4th Largest Position
3 days ago
KCBDFirstBank & Trust is now UMB Bank
Oct 16, 2025
Johnson County PostUMB Bank completes acquisition of Bank of Blue Valley
Nov 19, 2025
TelegraphHerald.com'A great transition': UMB acquisition of HTLF proceeding smoothly
Aug 24, 2025
The Business JournalsUMB’s historic milestone brings more to customers and communities across the U.S.
Dec 16, 2025
About UMB Bank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for UMB Bank.
Salary
$33k – $63k
per year