Securities Services Operations Associate SR
About The Position
The Senior Securities Services Operations Associate is part of the Trust & Custody Operations team which provides support to the fast growing Corporate Trust and Institutional Custody departments. Within the Trust Operations environment, this team interacts with various UMB clients and internal partners to evaluate and process requests for the onboarding of new business, invoicing clients for services, process payment transactions and other duties as assigned. With our robust training to provide extensive UMB and financial knowledge, the Trust & Custody Operations team provides a high level of service to our internal & external partners. These Securities Services Operations Associate Seniors each have a specific and impactful function for our clients and UMB to ensure accurate processing requests. The Trust Operations team members are subject matter experts that assist our business partners by delivering a high level of performance in a fast-paced environment. The Senior Securities Services Operations Associate is responsible for processing a variety of duties. This role will focus on client fee schedule evaluation, fee billing setup, account maintenance, and monthly invoice generation This role will also assist with peer review and learn multiple functions within the team. You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associate Seniors are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career. 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. We are medium sized 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.
Requirements
- 2-3 years of financial services or banking experience OR a college degree
Nice To Haves
- Flexibility and adaptability to client needs.
- Self-driven motivation.
- Enjoyment of the challenge of learning new skills.
- Desire to control the progression of their career.
Responsibilities
- Processing a variety of duties, focusing on client fee schedule evaluation, fee billing setup, account maintenance, and monthly invoice generation.
- Assisting with peer review and learning multiple functions within the team.
- Using problem-solving skills to determine what action needs to be taken when processing client requests.
- Making a positive client experience through strong communication skills.
- Ensuring correct processing through a strong attention to detail.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
