Full-Time

Securities Services Operations Associate

Trust & Custody Operations

Updated on 9/10/2026

UMB

UMB

5,001-10,000 employees

Regional bank offering diversified financial services

Compensation Overview

$38.9k - $57.2k/yr

+ Annual incentive pay

Kansas City, MO, USA

Hybrid

Bachelor's, Associate's

Category
Finance & Banking

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Requirements
  • At least two years of financial services experience or an associate degree.
  • A bachelor's degree is also accepted.
  • Strong problem-solving skills are required to determine appropriate actions for internal requests.
  • Strong communication skills are required to support a positive client experience.
  • Strong attention to detail is required for accurate processing.
Responsibilities
  • Process the establishment of new securities for the Institutional Custody and Corporate Trust lines of business.
  • Respond to client questions and issues regarding securities.
  • Establish new securities and update securities upon request.
  • Cross-train with other team members and provide backup coverage when needed.
  • Process internal UMB requests and determine the appropriate action.
  • Serve as a subject matter expert in operational processes for clients and internal partners.

UMB provides a range of banking, asset management, and financial services to individuals and businesses. The company operates by offering traditional bank accounts, loans, and investment tools through physical branches and digital platforms to help clients manage and grow their money. Unlike many large national banks, UMB focuses on maintaining a strong local presence and high levels of community involvement to build long-term customer loyalty. Its goal is to provide dependable financial solutions that support the growth and stability of the communities and clients it serves.

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Kansas City, Missouri

Founded

1913

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue reached $778 million, beating estimates and rising 12.9% year over year.
  • UMB raised its quarterly dividend 16.3% to $0.50 on July 28, 2026.
  • Institutional investors bought shares in Q2, including Ohio PERS's $6.1 million stake.

What critics are saying

  • UMB Bank sued Bristol Myers again on August 13, 2026, extending Celgene trustee litigation.
  • UMB seeks receivership and foreclosure in the July 29, 2026 defaulted Florida proton-center case.
  • Heartland consolidation triggered Iowa layoffs, signaling more integration costs and customer disruption.

What makes UMB unique

  • UMB's 2026 earnings mix combines commercial banking, fund services, and investment monetization.
  • Denver Cherry Creek flagship targets executive talent and affluent clients by May 2028.
  • The Corastone blockchain partnership modernizes fund servicing with StepStone as first client.

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Benefits

Paid Time Off

401(k) Company Match

Paid Holidays

Health Insurance

Dental Insurance

Vision Insurance

Health Savings Account/Flexible Spending Account

Adoption Assistance

Employee Assistance Program

Fitness Reimbursement

Tuition Reimbursement

Associate Wellbeing Program

Associate Emergency Fund

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

9%

2 year growth

9%
Yahoo Finance
Aug 31st, 2026
UMB Financial CFO sells 2,000 shares worth $300K, retains $4.8M stake

Shankar Ram, chief financial officer of UMB Financial, sold 2,000 shares of the company on 17 August 2026, according to a SEC Form 4 filing. The transaction was valued at approximately $303,220, based on a weighted average sale price of $151.61 per share. The sale reduced Ram's direct ownership by 6%. He continues to hold 30,389 shares directly and 1,702 shares indirectly through a 401K plan and Employee Stock Ownership Plan. Following the transaction, Ram's total beneficial interest in UMB Financial is valued at approximately $4.8 million, based on the closing share price of $151.95 on 17 August 2026. UMB Financial operates as the holding company for UMB Bank, providing commercial banking services including loans, credit cards, and specialised financing solutions.

Yahoo Finance
Aug 24th, 2026
UMB Financial beats Q2 revenue estimates by 3.9% with $759.8M in strong quarter

UMB Financial reported Q2 revenues of $759.8 million, up 15.1% year on year, exceeding analyst expectations by 3.9%. The Kansas City-based financial holding company also beat earnings per share and net interest income estimates. Chairman and CEO Mariner Kemper attributed the strong results to solid loan growth, exceptional asset quality, and continued strength in fee income-generating businesses, including monetisation of investments in the private investment division. The company's stock remained flat following the earnings announcement and currently trades at $145.14. UMB Financial, with roots dating back to 1913, provides banking, asset management, and fund services to commercial, institutional, and individual customers. The regional banks sector reported mixed Q2 results overall, with the 94 tracked companies meeting revenue consensus estimates on average.

Santa Marta
Aug 24th, 2026
UMB Bank named presenting sponsor of the 2nd annual Santa Marta Scramble.

UMB Bank named presenting sponsor of the 2nd annual Santa Marta Scramble. * August 24, 2026 Santa Marta is proud to announce UMB Bank as the presenting sponsor of the Santa Marta Scramble with a generous $15,000 sponsorship in support of this much-anticipated event. What is the Santa Marta Scramble? The Santa Marta Scramble brings together friends, community partners, and supporters who share a connection to Santa Marta, a senior living community in Johnson County, and its mission. Through friendly competition, fellowship, and giving, the event celebrates the relationships that help its community continue to flourish. UMB's support of the Santa Marta Scramble. UMB's commitment plays an important role in this year's scramble. Their support reflects the kind of community partnership that can make a meaningful difference, and Santa Marta is grateful to have them alongside Santa Marta. "We are incredibly thankful to UMB for their generous $15,000 commitment to the Santa Marta Scramble," said Colleen Hollestelle, President and CEO of Santa Marta. "Their partnership and support mean so much to our community, and we look forward to welcoming them for a fun day on the course." Join Santa Marta for the Santa Marta Scramble. The Santa Marta Scramble will be held Monday, October 19, at 9 a.m. at Nicklaus Golf Club at LionsGate. Santa Marta hope you'll join Santa Marta for this special day. To purchase tickets or make a donation, click here. Or for more information on this event, visit SantaMarta.org/event/santa-marta-scramble. Have questions? If you're exploring senior living in Johnson County and want a community where mission, hospitality, and meaningful living come together, Santa Marta would love to connect with you. Whether you're just beginning your research or ready to take the next step, its team is here to answer questions, schedule a personal visit, or simply have a conversation. Contact one of its senior living sales counselors today. Address.

Yahoo Finance
Jul 29th, 2026
UMB Financial reports $271.8M Q2 net income with 12.6% annualised loan growth and 16.3% dividend increase

UMB Financial reported Q2 net income of $271.8 million, or $3.56 per diluted share, driven by strong loan growth, higher fee income and investment gains. The company achieved an operating return on tangible common equity of 20.3%. Average loans rose at a 12.6% annualised rate from Q1, with commercial and industrial loans growing nearly 22%. CEO Mariner Kemper attributed the expansion to market-share gains across regions and sectors. Credit quality remained solid, with net charge-offs at 16 basis points of average loans whilst nonperforming loans improved to 31 basis points from 38 basis points in Q1. Management expects stable core net interest margin in Q3 and positive operating leverage for 2026. UMB raised its quarterly dividend 16.3% to $0.50 per share.

Arizent
Jul 29th, 2026
UMB sues PFA and managers of defaulted proton center.

UMB sues PFA and managers of defaulted proton center. Published July 29, 2026, 2:09 p.m. EDT UMB Bank N.A., as bond trustee, has sued the Public Finance Authority and managers of a bond-financed cancer treatment center, seeking receivership and foreclosure of the Florida property. Connect with the leaders shaping policy, investment, and infrastructure. The Bond Buyer Ask follow-ups with AI answers pro. Caitlin Devitt has covered the municipal bond market since 2008. She began her journalism career at the Herald Newspapers on the South Side of... Read full bio