Research Correspondence Rep I

UMB Financial Corporation

Base: $37,490.00 - $71,920.00; bonus/equity: annua...
Review and resolve documentation
Communicate with clients and custodians
Track resolution in ace processing system
The Research Correspondence Rep I will review, resolve and ensure documents are in good order for subscriptions and tendering

Job Summary

  • The Research Correspondence Rep I will review, resolve and ensure documents are in good order for subscriptions and tendering.
  • UMB offers competitive and varied benefits such as Paid Time Off, 401(k) matching, and a comprehensive health plan.
  • UMB is committed to inclusion and diversity, providing employment opportunities to all individuals without regard to protected characteristics.

Matching Summary

The Research Correspondence Rep I will review, resolve and ensure documents are in good order for subscriptions and tendering.

Salary

Base: $37,490.00 - $71,920.00; Bonus/Equity: annual incentive pay; Benefits: comprehensive company sponsored benefit plan

Skills & Requirements

Must-have

  • Review and resolve documentation
  • Communicate with clients and custodians
  • Track resolution in Ace Processing System
  • Work with Private Equity and Hedge Funds

Nice-to-have

  • Caring and collaborative work environment
  • Commitment to diversity and inclusion
  • Opportunities for career growth

Key Requirements

  • Bachelor's Degree
  • Prior Transfer Agency experience

Work Rights

Not specified

Tailored Resume

Cover Letter