Investor Services Representative

UMB Bank

Investor Services Representative supporting mutual fund shareholders for UMB. Handling calls, account inquiries, transactions, fund education, and issue resolution using SOLAR.

Posted 8/18/2026full-timeMilwaukee • Montana, Wisconsin • 🇺🇸 United StatesJunior💰 $38,916 - $57,244 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills while effectively managing shareholder inquiries and transactions. Proficient in utilizing internal databases and educating clients on investment options and fund performance.

Highest-signal resume keywords

Customer ServiceSecurities Industry Essential (SIE) CertificationShareholder Transaction ProcessingSOLAR Database ManagementLead Generation Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account Information ProvisionInvestment Style KnowledgeFund Performance AnalysisTransaction ProcessingResearch and Problem Resolution

Soft Skills

Effective CommunicationActive ListeningProblem-SolvingEmpathyOpen-Ended Questioning

Tools & Technologies

SOLAR Database

Certifications & Qualifications

Securities Industry Essential (SIE) Certification

Industry Keywords

Shareholder ServicesInvestment FundsCustomer-Facing EnvironmentAccount OptionsAlternative Investments

About the role

Key responsibilities & impact

Respond to incoming calls from shareholders and prospective shareholders
Assist shareholders with inquiries and provide account information
Answer questions regarding investment style, fund performance, account options, and account history
Analyze, research, and resolve shareholder concerns
Educate callers about funds and products
Process all shareholder transactions
Record caller information and request mailing of appropriate fund materials
Provide excellent customer service
Update SOLAR, UMB’s internal fund information database
Make outbound calls for clients of the Lead Generation project
Support shareholders by resolving issues pleasantly
Ask open-ended questions to determine root causes and provide solutions
Progress toward working with alternative investments and potential Team Lead opportunities

Requirements

What you’ll need

Bachelor’s Degree OR equivalent work experience
At least 6 months working in a customer-facing environment requiring direct in-person or phone interaction
Pass the Securities Industry Essential (SIE) test within six months of employment
Ability to respond to shareholder and prospective shareholder calls
Ability to provide account information and resolve shareholder concerns
Ability to answer questions about investment styles, fund performance, account options, and account history
Ability to educate callers about funds and products
Ability to process shareholder transactions and record caller information
Ability to update SOLAR, UMB’s internal fund information database
Ability to make outbound calls for the Lead Generation project

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company-sponsored medical, dental, vision, and other insurance coverage
Health savings account
Flexible spending account
Dependent care account
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits
Internal resources and study time for the Securities Industry Essential (SIE) exam