Research Correspondence Rep l

Job Profile Summary :

The Registered Funds team of UMB works with clients to provide accounting tax audit and administrative services for mutual funds and collective trusts. The Research Correspondence Rep I role is a crucial aspect to the UMB Transfer Agency Operations team. Being a self-starter while being deadline driven are key in the Research Correspondence Rep I role because this role will resolve not-in-good order documentation for processing. This is a great role for candidates that have previous financial industry experience who want to develop more skills and have better work-life balance!

Duties & Responsibilities :

Produce not-in-good order reporting to clients

Resolving not in good order documentations by emailing and calling clients custodial back offices or advisors

Could be anything from missing birth dates death certificates W9s etc.

Communicating with internal Operations team members to update client accounts when documents are in good order

Working with Private Equity Hedge Fund and Fund of Fund clients

Note tracking of resolution and updated documentations within the Ace Processing System

Education / Work Experience :

Required :

Bachelors Degree

Bonus Points if :

Prior Transfer Agency experience

Compensation Range :

$37490.00 - $71920.00

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical dental vision and other insurance coverage; health savings flexible spending and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more

Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race color religion sex (including gender pregnancy sexual orientation and gender identity) national origin age disability military service veteran status genetic information or any other status protected by applicable federal state or local law. If you need accommodation for any part of the employment process because of a disability please send an e-mail to to let us know the nature of your request.

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Key Skills

Hp Unix,Administration & Operation,Ado,IT Security,Management Administration

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 37490 - 71920