Alt Investment Specialist I

UMB Financial Corporation

Milwaukee, Wisconsin, United States
Base: $37,490.00 - $71,920.00; bonus/equity: annua...
Flexible/hybrid
Bachelor's degree required
One year of account balancing experience
Six months of direct client support experience
The Alt Investment Specialist I position at UMB Financial Corporation involves balancing and reviewing transactions for alternative investment accounts with a focus on accuracy and customer service. The role offers opportunities for career progression and flexibility within a supportive, casual work environment

Job Summary

  • The role requires daily balancing of alternative investment accounts to achieve complete accuracy to the penny.
  • Employees will utilize their customer service skills to answer client inquiries via phone and email while working in a dual-control environment.
  • The company offers competitive benefits including paid time off, 401(k) matching, and a flexible work schedule with casual dress code.

Matching Summary

Match Score: 85

The Alt Investment Specialist I position at UMB Financial Corporation involves balancing and reviewing transactions for alternative investment accounts with a focus on accuracy and customer service. The role offers opportunities for career progression and flexibility within a supportive, casual work environment.

Salary

Base: $37,490.00 - $71,920.00; Bonus/Equity: Annual incentive pay available; Benefits: Comprehensive medical, dental, vision, 401(k) match, PTO, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree required
  • One year of account balancing experience
  • Six months of direct client support experience

Nice-to-have

  • Knowledge of mutual funds
  • Experience with alternative investment products
  • Transfer agency reconciliation background
  • Internship experience in finance

Key Requirements

  • Bachelor's degree
  • One year balancing accounts activity
  • Six months client support experience

Work Rights

Not specified

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