UMB Fund Services has become a national leader in investment company services for mutual funds and alternative investments. As a nationally recognized service provider, we’re dedicated to our clients’ success. We offer a full range of services including; administration, fund accounting, investor services and transfer agency, distribution and marketing as well as services for alternative investment products. Clients can choose stand-alone services or a comprehensive package. Headquartered in Milwaukee, Wisconsin, we serve clients across the country.

Our Mission and Values: The goal to provide superior service to investment companies and their investment advisers is at the heart of UMB Fund Services. Our mission is clear: Contribute to client success. Helping our clients succeed will help ensure our own success.

Do exceptional work. Challenging ourselves to exceed our clients' - and our own - expectations will result in superior quality work.

Advance a great working environment. Working together to create an environment of mutual respect and fairness where employees are eager and excited to work will result in achieving our overall mission.

Promote financial strength. Developing business practices and strategies that promote profitability and stability will improve our ability to provide superior service, enhance and expand our existing services and reward employee contributions.

Adhere to high ethical standards. Being truthful and ethical with our clients and fellow employees is the measure by which we are judged.

Contribute positively to the community and environment. Improving the community and environment is a responsibility we all share.

Comprehensive Benefits: Our comprehensive package includes the benefits listed below . . . and the chance to grow to your fullest potential in a creative environment. That just might be the biggest benefit of all.

• Competitive salaries, based on market analyses
• 401(k) retirement plan, with discretionary employer matching
• Medical, dental, prescription drug and vision benefits
• Employee life, supplemental life and dependent life insurance
• Short- and long-term disability benefits
• Reimbursement accounts for childcare and covered medical expenses
• Training and development, including a growing in-house curriculum
• Casual work attire
• A generous "paid time off" schedule

Why we're a unique employer: Ask someone who works at UMB Fund Services, and you'll hear we value personal initiative. Encourage original thinking. And reward outstanding performance. Our goal is to help clients succeed, doing exceptional work in an environment of mutual respect and fairness. A company is many things: its products, its customers, its services. But at its heart, a company is its employees. At UMB Fund Services, we look for excellence in the people we hire - because we're committed to providing nothing less to the customers we serve. An ideal job isn't something you find; it's something you create. We look for talented, enthusiastic people and let them perform. From their first day of work, UMB Fund Services employees are given opportunities to take responsibility, make decisions, and grow. Take a look at our current openings. If you think your perfect job is here, we encourage you to contact us.