Securities Services Operations Associate (Hybrid)

Posted 6 Days Ago
Be an Early Applicant
4 Locations
Hybrid
39K-57K Annually
Junior
Fintech
The Role
Support trust and custody operations by processing client requests (cash processing, trade execution, income application), analyzing reports, resolving client issues, and cross-training for backup while maintaining attention to detail and strong communication.
Summary Generated by Built In

The Securities Services Operations Associate is a part of the Trust & Custody Operations team that supports the Corporate Trust and Institutional Custody divisions. Within the Operations environment, this team interacts with various UMB clients and internal partners to evaluate and process requests that could include cash processing, trade execution, new security establishment, or applying dividend income. With our robust training to provide extensive UMB and financial knowledge, the Trust Operations team provides trading support for our custody and trust customers. 

The Securities Services Operations Associates have a specific and impactful function for our clients and UMB to ensure accurate processing. The Trust Operations associates are the subject matter expert in operational processes for our clients and internal partners.

This position assists clients with any questions and issues they may face while creating an unparalleled client experience. You will analyze reports, process transactions, apply income or incoming payments, or initiate outgoing cash payments. You are also cross-trained amongst other team members responsibilities for backup when needed. You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs.  Our Securities Services Operations Associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling their career progression.

The Trust Operations team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. It is a smaller team that works closely together to ensure everyone's success. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunities within Operations and beyond. 

How you’ll spend your time:  

  • You will use problem-solving skills to determine what action needs to be taken when processing client requests. 
  • You will need strong communication skills to make a positive client experience. 
  • You must have strong attention to detail to ensure correct processing.  

We’re excited to talk with you if:  

  • 2 years of financial services experience OR Associates Degree  
  • OR Bachelors Degree 
This position was posted on 07/20/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$38,916 - $57,244

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

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 opportunities. UMBers are known for having multiple careers here and having their voices heard.


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 [email protected] to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


#LI-MC1

Skills Required

  • 2 years of financial services experience
  • Associate's degree
  • Bachelor's degree
  • Strong communication skills
  • Strong attention to detail
  • Problem-solving skills
  • Ability to analyze reports and process transactions (cash processing, trade execution, applying income)
  • Self-driven and motivated to learn new skills

UMB Banks Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about UMB Banks and has not been reviewed or approved by UMB Banks.

  • Leave & Time Off Breadth PTO is positioned as generous, with at least 20 days for full-time employees that scale with tenure, plus dedicated volunteer hours and a personal well-being day. This breadth is complemented by paid holidays and additional time-off elements described in company materials.
  • Parental & Family Support Up to eight weeks of paid parental leave at 90% of base pay is offered, alongside adoption reimbursement, fertility coverage, caregiver leave, and family-care tools. These supports indicate a robust approach to family and caregiver needs.
  • Retirement Support Retirement offerings include a 401(k) with company match plus profit sharing with an ESOP component. The retirement program is described as a strong aspect of the overall package.

UMB Banks Insights

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The Company
HQ: Kansas City, MO
3,689 Employees
Year Founded: 1913

What We Do

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.

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