Investor Service Rep I

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Offered From the posting source checked Jun 20, 2026
• Surrogacy assistance: Not verified

Mental health support

Offered From the posting source checked Jun 20, 2026

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Offered From the posting source checked Jun 20, 2026

Verification

Not verified checked Jun 13, 2026

Salary

$33K-$63K From the posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

55% below the BLS role benchmark for finance aggregate.

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investor Service Rep I Milwaukee WI The Transfer Agency 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 the Investor Services Representative I, you will support shareholders by resolving their issues in a pleasant manner. Ask open ended questions to determine the root cause and provide solutions. In addition, you must be able to pass the Securities Industry Essentials (SIE) exam within 6 months after hire. As your knowledge increases, you will begin working with alternative investments with opportunities to move into a Team Lead How you will spend your time: Respond to incoming calls from 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 Updating SOLAR, our internal fund information database Making outbound calls for clients of our Lead Generation project We're excited to talk with you if: Bachelor's Degree OR equivalent work experience You have at least 6 months working in a customer service environment that required direct in-person or phone interaction Compensation Range: $32,640.00 - $62,640.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location,

Read the full description at umb.wd1.myworkdayjobs.com. FewerJobs shows a preview and links to the original posting.