Research Correspondence Rep I

UMB Bank•Milwaukee, WI

11d

About The Position

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. The Research Correspondence Rep I will review, resolve and ensure documents are in good order for subscriptions and tendering. This will involve reaching out to the appropriate party to obtain necessary information either by email, phone or mail. As you grow your skills and become more proficient in your work, the funds will become more complex.

Requirements

Bachelors degree

Responsibilities

Review, resolve and ensure documents are in good order for subscriptions and tendering.
Reach out to the appropriate party to obtain necessary information either by email, phone or mail.
Use customer service skills to address clients to resolve items not in good order.
Use critical thinking skills to understand the items not in good order to achieve compliance.
Use detail-orientation skills to track issues and compile sales logs in order to achieve client 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 accounts
flexible spending accounts
dependent care accounts
adoption assistance
employee assistance program
fitness reimbursement
tuition reimbursement
associate wellbeing program
associate emergency fund
various associate banking benefits