- UMB Bank (Columbus, OH)
- …tax forms, purchases, and redemptions with the goal of placing trades. As the ** Investor Services Representative ** , you will support shareholders by ... to grow our knowledge base and expand our technological capabilities. The ** Investor Services team** provides telephone support to mutual fund shareholders,… more
- UMB Bank (Milwaukee, WI)
- As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public. ... redemptions with the goal of placing trades. As an Investor Services Rep, you will support shareholders...possess a minimum six months working in a customer service environment that required direct in person or phone… more