Alternative Investments Specialist I

UMB Bank•Milwaukee, WI

7d•$44,685 - $65,736

About The Position

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.

Requirements

Bachelor's degree
One year of balancing accounts/activity
Minimum of six months providing direct phone or in person support for clients and customers

Nice To Haves

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.

Responsibilities

Balance and review transactions for all alternative investment accounts to achieve complete accuracy.
Answer client emails and phone calls to achieve customer satisfaction.

Benefits

Paid Time Off
401(k) matching program
annual incentive pay
paid holidays
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
various associate banking benefits