Transfer Agency Operations Rep I

Posted 8 Days Ago
Be an Early Applicant
Milwaukee, WI, USA
In-Office
33K-63K Annually
Entry level
Fintech
The Role
As a Transfer Agency Operations Representative, you will handle data entry for shareholder requests, set up accounts, process transactions, and maintain accounts while collaborating with team members and clients.
Summary Generated by Built In
UMB Institutional Banking encompasses the following areas: Corporate Trust, Distressed Debt, FDIC Sweep, Fund Services, Institutional Custody, Investment Banking, Investor Solutions and Public Finance. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and mutual fund companies in the United States.  
 
As a Transfer Agency Operations Rep, you will be responsible for all data entry processing for incoming shareholder requests. You will set up new accounts, process transactions and various account maintenance items.  
 
As you grow your skills and become more proficient in your work, you will have the opportunity to join the research team. This will require direct follow up with clients on outstanding issues. 
 
The Transfer Agency team works hard but, in a fun, relaxed environment where the dress code is casual. You will be able to manage your work individually but still have a team around them to offer support when needed. There is a busy season for this role and the approach is to manage as a team.   
 
 How you’ll spend your time:  
  • Utilize your high attention to detail to properly process transactions to achieve complete accuracy   
  • Provide good communication skills to effectively communicate with team members/manager as well as clients 
  • Be flexible and willing to adapt to meet shifting priorities   
 
We’re excited to talk with you if:  
  • Bachelor's Degree.  
  • Six months transaction processing, office or customer service experience. 
  • Significant transaction processing experience may be considered in lieu of a degree, preferably in a financial service or mutual fund environment. 
 
Bonus Points if you: 
  • Knowledge of financial services industry. Six months related financial experience; can include internship experience. 

Compensation Range:

$32,640.00 - $62,640.00

The 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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Top Skills

Financial Services
Transaction Processing
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The Company
HQ: Kansas City, MO
3,689 Employees
Year Founded: 1913

What We Do

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.

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