Securities Services Operations Associate (Hybrid)

UMB Financial
Kansas City, St. Louis, Milwaukee, Wilmington
Workplace: HybridFull timeUSD 38,916 - 57,244Function: Solutions Engineering & Sales EngineeringExperience: 2+ yearsSkills: ["Communication","Attention to detail","Problem-solving","Adaptability","Self-driven"]

Support the Trust & Custody Operations team serving Corporate Trust and Institutional Custody clients. You’ll help evaluate and process requests such as cash processing, trade execution support, new security establishment, and dividend income activities. Analyze reports, process transactions, apply or initiate cash payments, and cross-train with teammates for backup. The role emphasizes accurate processing, strong client communication, attention to detail, and adapting to fast-paced, unpredictable scenarios.

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UMB Financial
UMB Financial
2 months ago

Securities Services Operations Associate (Hybrid)

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Status: Live

Job Summary

Support the Trust & Custody Operations team serving Corporate Trust and Institutional Custody clients. You’ll help evaluate and process requests such as cash processing, trade execution support, new security establishment, and dividend income activities. Analyze reports, process transactions, apply or initiate cash payments, and cross-train with teammates for backup. The role emphasizes accurate processing, strong client communication, attention to detail, and adapting to fast-paced, unpredictable scenarios.
Location: Kansas City, St. Louis, Milwaukee, Wilmington
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Use problem-solving skills to determine the required action when processing client requests.
  • •Analyze reports and process transactions related to cash processing, trade execution support, and security establishment.
  • •Apply income/incoming payments and initiate outgoing cash payments accurately.
  • •Provide client support for questions and issues, ensuring an excellent client experience.
  • •Cross-train with other team members and serve as backup when needed in a fast-paced environment.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetGym Membership

Key Requirements

  • •2 years of financial services experience, or an Associates Degree.
  • •Bachelor’s Degree.
  • •Strong communication skills to support client questions and issues.
  • •Strong attention to detail to ensure correct processing of transactions.
  • •Ability to learn new operational processes and maintain flexibility in a fast-paced environment.
Experience:2+ yearsFinancial services
Skills:CommunicationAttention to detailProblem-solvingAdaptabilitySelf-driven

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