Fixed Income Specialist Sr.

UMB Bank•PA-REMOTE, PA

1d•Onsite

About The Position

Provide administrative support to sales associates and provide customer service to internal and external clients within Asset Management. Work with high production volume and the most sensitive external clients. Buy, sell and trade securities, as well as take and place securities orders as directed. Run self-service analyses, look for and executing on trading opportunities. Provide training and mentoring to lower-level associates. Mentor and train new sales associates. Develop and execute customer-approved investment strategies. Open new securities accounts. Respond to customer service problems/questions from internal and external sources in a professional and timely manner. Complete necessary documentation/research for any account maintenance changes and ensure that the change is completed. Take and place orders, provide market and account information, document preparations, mailing, submission and filing. Prepare and deliver customer analysis, reports and communications. Interact with partners in various areas in operating to ensure accurate set up of new account services, resolve operational problems, process various money movements/transactions, wire transfers, fraud and investigation Build positive relationships with coworkers and clients conducive to obtaining referrals and new business generation. Responsible for all documentation required to meet compliance standards and Bank regulations. Process all expense reports and mileage reports monthly. Successfully navigate and transact within the appropriate computer system. May work on multiple systems across different lines of business within Asset Management. May support multiple lines of business across IBD. May work on special projects. Other projects as assigned.

Requirements

Bachelor’s degree or equivalent experience in related field
Seven (7) years related experience
NASD 7 & 63 or MSRB 52
Experience with Microsoft Office Suite and applicable PC applications

Nice To Haves

Bloomberg Terminal
Four (4) years work experience with Excel

Responsibilities

Provide administrative support to sales associates and provide customer service to internal and external clients within Asset Management.
Work with high production volume and the most sensitive external clients.
Buy, sell and trade securities, as well as take and place securities orders as directed.
Run self-service analyses, look for and executing on trading opportunities.
Provide training and mentoring to lower-level associates.
Mentor and train new sales associates.
Develop and execute customer-approved investment strategies.
Open new securities accounts.
Respond to customer service problems/questions from internal and external sources in a professional and timely manner.
Complete necessary documentation/research for any account maintenance changes and ensure that the change is completed.
Take and place orders, provide market and account information, document preparations, mailing, submission and filing.
Prepare and deliver customer analysis, reports and communications.
Interact with partners in various areas in operating to ensure accurate set up of new account services, resolve operational problems, process various money movements/transactions, wire transfers, fraud and investigation
Build positive relationships with coworkers and clients conducive to obtaining referrals and new business generation.
Responsible for all documentation required to meet compliance standards and Bank regulations.
Process all expense reports and mileage reports monthly.
Successfully navigate and transact within the appropriate computer system.
May work on multiple systems across different lines of business within Asset Management.
May support multiple lines of business across IBD.
May work on special projects.
Other projects as assigned.

Benefits

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
various associate banking benefits