Transfer Agency Operations Rep l

UMB Bank • Milwaukee, WI

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About The Position

The Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. As a Transfer Agency Operations Rep, you will be responsible for all data entry processing for incoming shareholder requests. You will set up new accounts, process transactions and perform various account maintenance items. As you grow your skills and become more proficient in your work, you will have the opportunity to join the research team. This will require direct follow up with clients on outstanding issues. The Transfer Agency team works hard but, in a fun, relaxed environment where the dress code is casual. You will be able to manage your work individually but still have a team around them to offer support when needed. There is a busy season for this role and the approach is to manage as a team.

Requirements

• Bachelor's Degree or equivalent experience
• Six months of transaction processing, office or customer service experience

Responsibilities

• Utilize your high attention to detail to properly process transactions to achieve complete accuracy
• Provide good communication skills to effectively communicate with team members/manager as well as clients
• Be flexible and willing to adapt to meet shifting priorities
• Set up new accounts
• Process transactions
• Perform various account maintenance items
• Direct follow up with clients on outstanding issues

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