Alternative Investments Balancer & Client Support Specialist

UMB Financial Corporation; Milwaukee (WI); On-site; USD 45,000 - 66,000; Full time

Benefits offered by this job

401(k) matching

Annual incentive pay

Paid holidays

Medical insurance

Dental insurance

Vision insurance

HSA/FSAs

Tuition reimbursement

Wellbeing program

Job summary

UMB Financial Corporation's Transfer Agency team balances and reviews transactions for all alternative investment accounts, ensuring accuracy to the penny and daily completion. You will handle client emails and phone calls, with growth toward a reviewer role in a dual-control environment; a Bachelor's degree and at least one year balancing accounts are required.

The position offers opportunities for advancement, collaborative teamwork, and a comprehensive benefits package aligned with industry

Qualifications

• Bachelor's degree required.
• At least 1 year balancing accounts/activity.
• Minimum 6 months providing direct phone or in person support for clients and customers.

Responsibilities

• Balance and review transactions for all alternative investment accounts to achieve complete accuracy.
• Answer client emails and phone calls to achieve customer satisfaction.

Skills

Detail orientation

Customer service

Education

Bachelor's degree

Job description

UMB Financial Corporation's Transfer Agency team balances and reviews transactions for all alternative investment accounts, ensuring accuracy to the penny and daily completion. You will handle client emails and phone calls, with growth toward a reviewer role in a dual-control environment; a Bachelor's degree and at least one year balancing accounts are required.

The position offers opportunities for advancement, collaborative teamwork, and a comprehensive benefits package aligned with industry