UMB Fund Services, Inc.
- Employees in region:
- 203
- Sector:
- Financial Services & Insurance
- HQ location:
- Milwaukee, WI
’10, ’11, ’12
Health
fund member

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
“I feel appreciated for the work I do and enjoy the people I work with on a daily basis.”
“The people are very warm and friendly. My manager is great to work for. The dress code is casual so it makes it a better environment. The work life balance is second to none. ”
“In the current environment it is unusual to work for a company who is adding to staff, giving bonuses, and looking for ways to educate employees how they can advance. ”
“Our benefits, especially PTO, but also the flexibility given around the work times. I can't see myself being anywhere else.”
“Leadership is very responsive to needs and requests from all levels. Team members actually have direct access to top leadership, both in quarterly report meetings and by email or face-to-face.”
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