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UMB Fund Services, Inc.

Employees in region:
203
Sector:
Financial Services & Insurance
HQ location:
Milwaukee, WI

https://www.umbfs.com/index.html

Top Workplace
’10, ’11, ’12
Exceptional
Health
Exceptional Organizational Health. Healthy companies are better places to work and more successful
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fund member
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About UMB Fund Services, Inc.

UMB Fund Services is a nationally respected investment services provider offering a broad array of services for mutual funds, alternative investments and separately managed accounts to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. With over 60 years of experience, we provide a full range of investment product services, including: • Administration and fund accounting • Investor services and transfer agency • Distribution and marketing* • Named distributor services* • Custody* • Cash management* • Alternative investment services • Managed account services *Services provided by affiliates of UMB Fund Services

What employees say

“I feel appreciated for what I do. ”
“I love the flexibility in hours as well as feeling part of a team. Also, I can see what my input does to create a final product on a daily basis.”
“The people here are wonderful and there is a good balance of work and play.”
“UMB has stood by me and offered a secure, fostering work environment.”
“The senior managers at UMBFS are friends and have a close working relationship. There is a feeling of team work. ”
“My manager has a positive attitude and treats everyone with respect.”
“My manager spends one on one time with me to teach and show me things along the way.”
“My manager is very knowledgeable and is always eager to help out. He is leading by example and respects my opinion, which helps me take ownership of my tasks.”
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Where to find UMB Fund Services, Inc.