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Job description
Alternative Investment SpecialistThe Transfer Agency team balances the work that the operations team processes. All balancing must be done daily and accurate to the penny. In addition to balancing, the group ensures accurate setup when new funds come to the company.As an Alternative Investment Specialist, you will balance accounts to achieve complete accuracy. As you progress in your career, there will be an opportunity to become a reviewer. This team is operated with dual control where there is always a balancer and a reviewer. Additional responsibilities include customer contact both over the phone and through email.How you'll spend your time:Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy.Use your customer service background to answer client emails and phone calls to achieve customer satisfaction.We're excited to talk with you if:You possess a Bachelor's degreeOne year of balancing accounts/activityMinimum of six months providing direct phone or in person support for clients and customersBonus Points if:Knowledge of mutual funds and alternative investment products.One year of balancing and reconciling experience within a transfer agency.Related internship experience will also be considered.Compensation Range:$44,685 - $65,736UMB offers competitive and varied benefits to eligible associates, such as 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary.UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to to let us know the nature of your request.If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Worksite address
milwaukee, WI, 53202, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.