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Alternative Investment Specialist at UMB Bank - ApplyBlast

Alternative Investment Specialist

UMB Bank

1 month ago

Milwaukee, Wisconsin, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Alternative Investment Specialist balances accounts to ensure complete accuracy for all alternative investment accounts within the Transfer Agency team. The role involves reviewing transactions, setting up new funds, and providing customer support via phone and email to achieve client satisfaction. This position offers career progression opportunities, including the potential to become a reviewer within a dual-control operational structure.

Responsibilities

Balance and review transactions for alternative investment accounts
Answer client emails and phone calls to achieve customer satisfaction
Ensure accurate setup when new funds come to the company

Skills

About UMB Bank

umb.com

Headquarters

Kansas City, Missouri, United States

Company Size

1001-5000 employees

Founded

1913

View Profile

UMB Bank is a full-service financial institution offering personal, business, commercial, and institutional banking products and services. Its offerings include checking and savings accounts, credit cards, mortgage and home equity loans, wealth management, trust and investment services, and treasury solutions. UMB Bank operates as a subsidiary of UMB Financial Corporation and is an FDIC-insured, equal housing lender.