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UMB Bank Investor Services Representative l in Albany, New York

Be part of something more.

A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.

Are you ready to be part of something more?

You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart . You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more opportunity . UMBers are known for having multiple careers here and having their voices heard.

As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public. These calls can range from trade details, distributions, tax forms, purchases and redemptions with the goal of placing trades.

As an Investor Services Rep, you will support shareholders by resolving their issues in a pleasant manner. Ask open ended questions to determine the root cause and provide solutions. As your knowledge increases, you will begin working with alternative investments and have opportunities to advance within the team. This is a cyclical environment that becomes very fast-paced during tax season. A Series 6 is required within 6 months and you will be provided with internal resources as well as study time to successfully pass the exam. You must also be available to work a set 8 hour schedule between the hours of 7:00am to 7:00pm, Monday-Friday.

The team works hard but, in a fun, relaxed environment where the dress code is casual. Associates will complete tasks individually but still have a team around them to offer support when needed. An inclusive environment where senior leaders go out of their way to meet new associates.

How you’ll spend your time:

  • Use your financial acumen to educate callers on funds and products to achieve customer satisfaction

  • Use your detail-orientation to process all transactions for shareholders to achieve accurate investments

We’re excited to talk with you if:

  • You possess a Bachelor’s degree or equivalent experience

  • You possess a minimum six months working in a customer service environment that required direct in person or phone interaction.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to or call 816-860-7972 to let us know the nature of your request.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.