Research Correspondence Rep l
UMB Bank(21 hours ago)
About this role
The Research Correspondence Rep I at UMB works within the Transfer Agency Operations team to resolve documentation issues for clients in the mutual funds and collective trusts sector. It involves communication with clients and internal teams to ensure documents are in good order, contributing to accurate account processing.
Required Skills
- Customer Service
- Account Management
- Communication
- Financial Documentation
- Data Tracking
Qualifications
- Bachelor’s Degree
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