Research Correspondence Rep l

UMB Bank • Milwaukee, WI

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About The Position

The Registered Funds team of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts. The Research Correspondence Rep I role is a crucial aspect to the UMB Transfer Agency Operations team. Being a self-starter, while being deadline driven are key in the Research Correspondence Rep I role because this role will resolve not-in-good order documentation for processing. This is a great role for candidates that have previous financial industry experience, who want to develop more skills and have better work-life balance!

Requirements

• Bachelor’s Degree

Nice To Haves

• Prior Transfer Agency experience

Responsibilities

• Produce not-in-good order reporting to clients
• Resolving not in good order documentations by emailing and calling clients, custodial back offices, or advisors
• Could be anything from missing birth dates, death certificates, W9’s, etc.
• Communicating with internal Operations team members to update client accounts when documents are in good order
• Working with Private Equity, Hedge Fund, and Fund of Fund clients
• Note tracking of resolution and updated documentations within the Ace Processing System

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level