Alternative Investments Specialist

3 days ago


Milwaukee, Wisconsin, United States UMB Financial Corporation Full time
Job Summary

We are seeking a highly detail-oriented and customer-focused Alternative Investments Specialist to join our Institutional Banking team. As a key member of our Transfer Agency team, you will play a critical role in balancing accounts to achieve complete accuracy and ensuring accurate setup for new funds.

Key Responsibilities
  • Balance accounts to achieve complete accuracy and ensure timely completion of daily tasks
  • Review transactions for all alternative investment accounts to identify and resolve any discrepancies
  • Provide exceptional customer service through phone and email communication, responding to client inquiries and resolving issues in a timely and professional manner
  • Collaborate with the operations team to ensure seamless processing of transactions and maintain accurate records
  • Participate in training and development programs to enhance skills and knowledge in financial operations and customer service
Requirements
  • Bachelor's degree in a related field, such as finance, accounting, or business administration
  • At least one year of experience in balancing accounts or a related field
  • Minimum of six months of experience in providing direct phone or in-person support to clients and customers
What We Offer

UMB offers a competitive compensation package, including a salary range of $33,000 to $78,450 per year, as well as a comprehensive benefits program, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

We are an equal opportunity employer and welcome applications from diverse candidates. If you need accommodation for any part of the employment process, please contact us at [insert email address].



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