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UF
UMB Financial Corporation
Securities Services Operations Associate
Career Insights for Investment Operations Analyst
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Based on Missouri data
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What they do
An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
$74,517 / year median in Missouri
+13% projected growth
Job Description
Securities Services Operations Associate UMB Financial Corporation - 3.6 Kansas City, MO Job Details Full-time $38,916 - $57,244 a year 11 hours ago Benefits Paid holidays Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Adoption assistance Employee assistance program Vision insurance 401(k) matching Gym membership Qualifications Customer communication Financial services customer support Managing clients in a customer support role Investment account customer support Financial services Associate's degree 2 years Communication skills Account opening Entry level Full Job Description 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 supports UMB two lines of business, Institutional Custody and Corporate Trust, by processing new securities establishment. 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 respond to various queries regarding securities, establish new securities, and make updates to securities upon request. You will also cross-train 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 internal UMB 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 08/03/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.