Securities Services Operations Analyst Sr

UMB Bank•Kansas City, MO

About The Position

The Senior Securities Services Operations Analyst is a part of the Trust Operations team that assists with the processing of incoming and outgoing wires for mutual fund clients. Within the Trust Operations environment, this team interacts with various UMB clients and internal partners to evaluate and process requests the ingoing and outgoing transfers of assets including unique and alternative investments. With our robust training to provide extensive UMB and financial knowledge, the Trust Operations team provides trading support for our mutual fund and trust customers. These associates each have a specific and impactful function for our clients and UMB to ensure accurate process requests. The Trust Operations team are subject matter experts that assist to reconcile and transfer funds in and out of accounts. You will be responsible for trading money markets and mutual funds for UMB customers through payments of wires or ACH. This position assists clients with any questions and issues they may face while creating an unparalleled client experience. You will assist the manager with wire reviews for other members on the team along with being stand in manager when their manager is away. You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client and team needs such as being a backup for any position for day to day responsibilities. Our associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career. This role focuses on ensuring their team is operating at maximum potential by providing team training, implementing and testing for new systems or systems upgrades and identifying efficiencies for the department. The Trust Operations team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. It is a smaller team that works closely together to ensure everyone is successful. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Operations and beyond. How you’ll spend your time: You will use problem solving skills to determine what action needs to be taken to ensure money markets are transferred to the correct accounts and organizations. You will need strong communication skills to make a positive client experience and team experience. You will to have leadership skills to ensure the team is functioning at full capacity.

Requirements

Any combination of 8 years college course work and/or financial services experience
Securities processing or other relevant experience

Responsibilities

assists with the processing of incoming and outgoing wires for mutual fund clients
evaluate and process requests the ingoing and outgoing transfers of assets including unique and alternative investments
trading money markets and mutual funds for UMB customers through payments of wires or ACH
assists clients with any questions and issues they may face while creating an unparalleled client experience
assist the manager with wire reviews for other members on the team along with being stand in manager when their manager is away
providing team training, implementing and testing for new systems or systems upgrades and identifying efficiencies for the department
use problem solving skills to determine what action needs to be taken to ensure money markets are transferred to the correct accounts and organizations
need strong communication skills to make a positive client experience and team experience
have leadership skills to ensure the team is functioning at full capacity

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