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Client Services Coordinator
2 months ago
About the Role:
The Alternative Investments Team at UMB Financial Corporation provides accounting, pricing, reconciliation, and investor services for our alternative investment fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our knowledge base and expand our technological capabilities.
Key Responsibilities:
- Support the Investor Services Team by providing onboarding for new investors through reviewing subscription documents and setting up new accounts.
- Answer investor-related inquiries within a 24-hour timeline.
- Produce documents that are sent out to investors.
- Review investor subscription and transfer documents to input necessary information into our accounting software.
- Learn the investor servicing software known as AltPro.
Requirements:
- Associates Degree or equivalent experience.
- High school diploma with at least 2 years of direct work-related experience.
Compensation:
Minimum: $44, Maximum: $103,820.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
About UMB:
UMB is a financial services company that values its employees and provides a comprehensive benefits package, including paid time off, a 401(k) matching program, annual incentive pay, and more.
Our Culture:
At UMB, we believe in creating a work environment that is inclusive, diverse, and supportive. We encourage our employees to be their authentic selves and provide opportunities for growth and development.
