Research Correspondence Rep L

UMB Financial Corporation

Base: $37,490.00 - $71,920.00; bonus/equity: not s...
Resolve not-in-good-order documentation
Email and call clients
Track resolution in ace processing system
The Research Correspondence Rep I role is a crucial aspect to the UMB Transfer Agency Operations team, resolving not-in-good-order documentation for processing

Job Summary

  • The Research Correspondence Rep I role is a crucial aspect to the UMB Transfer Agency Operations team, resolving not-in-good-order documentation for processing.
  • This role involves producing not-in-good-order reporting to clients and resolving issues such as missing birth dates, death certificates, or W9s by communicating with clients, custodians, or advisors.
  • UMB offers competitive and varied benefits including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, and a comprehensive company sponsored benefit plan.

Matching Summary

The Research Correspondence Rep I role is a crucial aspect to the UMB Transfer Agency Operations team, resolving not-in-good-order documentation for processing.

Salary

Base: $37,490.00 - $71,920.00; Bonus/Equity: Not specified; 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; and various associate banking benefits.

Skills & Requirements

Must-have

  • Resolve not-in-good-order documentation
  • Email and call clients
  • Track resolution in Ace Processing System
  • Work with Private Equity clients
  • Work with Hedge Fund clients
  • Work with Fund of Fund clients

Nice-to-have

  • Self-starter
  • Deadline driven
  • Develop more skills
  • Better work-life balance
  • Care about their work
  • Support causes they care about

Key Requirements

  • Bachelor's Degree
  • Prior Transfer Agency experience

Work Rights

Not specified

Tailored Resume

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