As part of Institutional Banking, the Transfer Agency team balances the work that the operations team processes. All balancing must be done daily and accurate to the penny. In addition to balancing, the group ensures accurate setup when new funds come to the company.
As an Alternative Investment Specialist, you will balance accounts to achieve complete accuracy. As you progress in your career, there will be an opportunity to become a reviewer. This team is operated with dual control where there is always a balancer and a reviewer. Additional responsibilities include customer contact both over the phone and through email.
On this team you have opportunity for a flexible work schedule with a tenured team where the dress code is casual. In this role you will receive excellent training where management support is easily accessible.
How you’ll spend your time:
- Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy.
- Use your customer service background to answer client emails and phone calls to achieve customer satisfaction.
We’re excited to talk with you if:
- You possess a Bachelor's degree
- You have at least one year of balancing accounts/activity
- You possess at least six months of experience providing direct phone or in person support for clients and customers
Bonus Points if:
- Knowledge of mutual funds and alternative investment products.
- One year of balancing and reconciling experience within a transfer agency.
- Related internship experience will also be considered.
Compensation Range:
$37,490.00 - $71,920.00The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
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