We’re a nationally respected asset services provider dedicated to helping our clients succeed. We entered the fund services business decades ago. Today we have more than 450 associates – all working on our clients’ business with a level of passion and expertise that is unmatched in the industry.

We’re constantly breaking new ground in the investment services world. We set exciting, ambitious goals and achieve them. And that makes now the perfect time for you to take a closer look at UMB Fund Services.

We draw on the strength of our parent company, UMB Financial Corporation, which was founded in 1913, to deliver a powerful range of products and services. It has the capital and backing to commit to our business for the long haul.

UMB Fund Services has offices in:

  • Milwaukee, Wisconsin
  • Ogden, Utah
  • Chadds Ford, Pennsylvania
  • Kansas City, Missouri

We have been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row – 2010 through 2018 – and have also received special distinction awards for overall company direction, associate communication, and ethics. Our parent company, UMB Financial Corporation, was named one of the Healthiest 100 Workplaces in America by the Corporate Health & Wellness Association due in part to our focus on associate wellness.

What’s it like to work here?

We’re committed to providing excellence to our clients – and that requires excellence in the people we hire. We look for talented, enthusiastic people and let them perform. Then we recognize and reward outstanding performance.

You’ll find that at UMB Fund Services we value personal initiative, teamwork, diversity and original thinking. Unique perspectives add value to UMB by energizing the workplace and igniting innovation. We continuously explore opportunities to strengthen diversity, an essential component of our culture. Learn more about diversity at UMB.

Ours is a fast-paced environment marked by:

  • Dedication to helping our clients succeed
  • Teamwork and mutual respect
  • An unwavering commitment to honest and ethical business dealings
  • A tradition of social responsibility

From the first day of work here, associates are given the opportunity to make an impact – the chance to contribute to the success of our business. And associates receive training to help shape their careers. You’ll be encouraged to:

  • Work as a valued member of a cohesive team
  • Continually go beyond the expected
  • Redefine excellence in everything you do
  • Make full use of your talents and grow with us

How would you fit in?

If you’re seeking an early-professional career opportunity, UMB Fund Services offers a terrific start: a wide variety of experiences, the chance to build knowledge and skills, and the opportunity to take your career where you want it to go.

If you’re coming to us with related financial services experience, chances are you’ll find our work environment refreshing and unique. You’ll also discover we value your experience. You’ll be able to utilize your expertise to make a difference right away and continue to grow in the direction you desire.

The result? Our associates give UMB Fund Services a major competitive advantage. They’re the key to making us an innovative, exceptional service provider.

UMB is an Equal Opportunity Employer.

In 2015 we were again named one of Milwaukee's Healthiest Employers by the Milwaukee Business Journal, due in part to our focus on associate wellness.

Rewards, Recognition and Involvement

We look for talented, enthusiastic people and let them perform. 

Success at UMB Fund Services

We're looking for people who thrive on challenge, change and providing the unparalleled customer experience.

Associate Benefits

Through benefits, development, support and empowerment, we invest in our people.

UMB is a registered service mark of UMB Financial Corporation.
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