Client Service Representative (Investor Service)

UMB Financial
Milwaukee
Workplace: HybridFull timeUSD 29,530 - 52,040Function: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Customer service","Communication","Problem-solving","Research","Educating others"]

Provide telephone support to mutual fund shareholders, prospective shareholders, and the public by resolving inquiries about trades, distributions, tax forms, purchases, redemptions, and account details. Use open-ended questions to identify root causes, research and resolve concerns, educate callers on funds and products, process transactions, and update SOLAR, the internal fund information database. Also place outbound calls for lead-generation clients and work toward passing the Securities Industry Essential (SIE) test within six months.

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UMB Financial
UMB Financial
2 months ago

Client Service Representative (Investor Service)

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Provide telephone support to mutual fund shareholders, prospective shareholders, and the public by resolving inquiries about trades, distributions, tax forms, purchases, redemptions, and account details. Use open-ended questions to identify root causes, research and resolve concerns, educate callers on funds and products, process transactions, and update SOLAR, the internal fund information database. Also place outbound calls for lead-generation clients and work toward passing the Securities Industry Essential (SIE) test within six months.
Location: Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Respond to incoming calls from and prospective shareholders
  • •Assist shareholders with inquiries and provide account information
  • •Answer questions on investment style, fund performance, account options, and history
  • •Analyze, research, and resolve shareholder concerns; educate callers about funds and products
  • •Process transactions, record caller information, request mailing of fund materials, and update SOLAR; place outbound calls for lead-generation clients

Pay and Benefits

Salary: USD 29,530 - 52,040
Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionDependent CareAdoption AssistanceEmployee AssistanceGym Membership

Key Requirements

  • •Bachelor’s Degree OR equivalent work experience
  • •At least 6 months working in a customer-facing environment with direct in-person or phone interaction
Experience:Mutual fundsFinancial services
Education:Bachelor's
Skills:Customer serviceCommunicationProblem-solvingResearchEducating others
Certifications:Securities Industry Essential (SIE)
Tech Stack:SOLAR

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn