Transfer Agency Operations Rep I

UMB Financial Corporation

Base: $32,640.00 - $62,640.00; bonus/equity: annua...
High attention to detail for transaction processing
Six months transaction processing experience
Effective communication with clients and team
The role involves processing all data entry for incoming shareholder requests including setting up new accounts and handling maintenance items

Job Summary

  • The role involves processing all data entry for incoming shareholder requests including setting up new accounts and handling maintenance items.
  • Employees are valued for their unique identities and encouraged to support causes they care about within a fun, relaxed environment.
  • The company offers competitive benefits including paid time off, 401(k) matching, and comprehensive health insurance coverage.

Matching Summary

The role involves processing all data entry for incoming shareholder requests including setting up new accounts and handling maintenance items.

Salary

Base: $32,640.00 - $62,640.00; Bonus/Equity: Annual incentive pay available; Benefits: 401(k) match, PTO, medical/dental/vision included

Skills & Requirements

Must-have

  • High attention to detail for transaction processing
  • Six months transaction processing experience
  • Effective communication with clients and team

Nice-to-have

  • Knowledge of financial services industry
  • Experience in mutual fund environment
  • Willingness to adapt to shifting priorities
  • Interest in joining research team later

Key Requirements

  • Bachelor's Degree required
  • Six months transaction processing or customer service experience
  • Significant experience may substitute for degree

Work Rights

Not specified

Tailored Resume

Cover Letter