Success at UMB Fund Services

At UMB, we work hard to stand out, to deliver what we call the unparalleled customer experience. We are looking for associates who share our commitment to our clients’ success – people with the characteristics of pride, passion and power:


  • Believe in our company, each other and yourself
  • Love what you do
  • Treat others with dignity and respect
  • Do the right thing


  • Bring your personal enthusiasm to work with you every day
  • Go above and beyond the perception of your job
  • Show you care
  • Have fun


  • Demonstrate a “green light” attitude
  • Be an advocate for our customers
  • Employ teamwork
  • Assume personal ownership for every outcome
  • Make time to learn

We strive to provide a work environment in which our associates have a high level of satisfaction. We conduct an annual associate satisfaction survey to find out how we are doing. Here is what a few of our associates have to say:

  • What an awesome company. I have never worked for a company quite like UMB Fund Services; great balance of work, service and fun.
  • We are expanding very fast, which is more than most companies can say.
  • I must say this is one of the best jobs and companies I’ve ever worked for.
  • The people who work here are all great team players and will help out anyone in need.
  • I am appreciated and valued for my contributions. Gratitude is routinely expressed.
  • Our CEO and top management understand what it takes to be leaders in our industry.
  • They are passionate, and great communicators and they keep us involved with decision making and operations.
  • I learn something new every day.
  • When we come to work we are like family.
  • It gives me the ability to grow and take on responsibilities based upon my merit and drive.
  • We are treated with respect.
  • What differentiates UMB Fund Services is how the company conducts and fosters a culture of growth, achievement, trust and fun within and between departments to deliver the best possible product.


UMB is an Equal Opportunity Employer.