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Investor Services Representative I

Company: UMB Financial Corporation
Location: Waukesha
Posted on: October 11, 2019

Job Description:

What You'll DoProvide telephone support to mutual fund shareholders, prospective shareholders and the public.
- Respond to incoming calls from existing and prospective shareholders
- Assist shareholders with inquiries and provide account information
- Answer questions regarding investment style, fund performance, account options and history
- Analyze, research and resolve shareholder concerns
- Educate callers about funds and products
- Process all transactions for shareholders
- Record caller information and request mailing of appropriate fund materials
- Provide excellent customer service
- Representative will also be responsible for updating SOLAR, our internal Fund information database and/or making outbound calls for clients of our Lead Generation project.Who You AreBachelor's Degree.
Minimum six months working in a customer service environment that required direct in person or phone interaction. Must be able to obtain Series 6 license within six months of employment.In this Role, You will Need- Ability to work in a high volume, multi-product, non-sales call center
- Demonstrated Ability to provide superior customer service
- Strong communication and interpersonal skills
- Superior listening, analytical and problem solving skills
- Demonstrated initiative both independently and within a team
- High level of accuracy and attention to detail; Ability to prioritize multiple tasksAddress235 W Galena StreetCityMilwaukeeStateWIShiftFull Time Work ScheduleMonday-Friday: 8:00am-5:00pmDivision NameInstitutional Banking At UMBWe strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please. Investor Services Representative I - UMB Financial Corporation

Keywords: UMB Financial Corporation, Waukesha , Investor Services Representative I, Sales , Waukesha, Wisconsin

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