Security Services Operations Associate

UMB Financial
Kansas City
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Problem-solving","Communication","Attention to detail","Flexibility","Adaptability","Self-driven"]

Join the Trust & Custody Operations team supporting Corporate Trust and Institutional Custody clients. You’ll evaluate and process client requests involving cash processing, trade execution, new security establishment, and dividend income, while analyzing reports and initiating or applying incoming and outgoing payments. The role combines strong attention to detail and client communication in a fast-paced, often unpredictable environment, with cross-training and backup coverage across team responsibilities.

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UMB Financial
UMB Financial
2 months ago

Security Services Operations Associate

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

Job Summary

Join the Trust & Custody Operations team supporting Corporate Trust and Institutional Custody clients. You’ll evaluate and process client requests involving cash processing, trade execution, new security establishment, and dividend income, while analyzing reports and initiating or applying incoming and outgoing payments. The role combines strong attention to detail and client communication in a fast-paced, often unpredictable environment, with cross-training and backup coverage across team responsibilities.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Support the Trust & Custody Operations team by evaluating and processing client requests such as cash processing, trade execution, and new security establishment.
  • •Analyze reports and process transactions, including applying income or incoming payments and initiating outgoing cash payments.
  • •Assist clients with questions and issues to create a strong client experience.
  • •Cross-train with other team members and provide backup for their responsibilities as needed.
  • •Use problem-solving and attention to detail to ensure accurate processing in a fast-paced environment.

Pay and Benefits

Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionGym Membership

Key Requirements

  • •2 years of financial services experience OR an Associate’s Degree OR a Bachelor’s Degree.
  • •Strong communication skills to support a positive client experience.
  • •Strong attention to detail to ensure accurate processing.
  • •Problem-solving skills to determine appropriate actions when processing client requests.
Experience:Financial services
Skills:Problem-solvingCommunicationAttention to detailFlexibilityAdaptabilitySelf-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