Alternative Investments Operations Analyst

UMB Bank; Milwaukee (WI); Hybrid; USD 45,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical, dental, vision insurance

Health savings account

Job summary

UMB Bank in Milwaukee, WI is seeking an Alternative Investment Specialist to balance accounts for all alternative investment transactions with precision to the penny. The role includes daily reconciliation and accurate setup of new funds, with a dual-control environment that pairs a balancer with a reviewer.

You will handle customer inquiries by phone and email while advancing toward potential reviewer duties, supported by a Bachelor's degree and at least six months of client-facing balancing

Qualifications

• Bachelor's degree required.
• One year of balancing accounts/activity.
• Minimum of six 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

Tools

Balancing & reconciliation

Job description

UMB Bank in Milwaukee, WI is seeking an Alternative Investment Specialist to balance accounts for all alternative investment transactions with precision to the penny. The role includes daily reconciliation and accurate setup of new funds, with a dual-control environment that pairs a balancer with a reviewer.

You will handle customer inquiries by phone and email while advancing toward potential reviewer duties, supported by a Bachelor's degree and at least six months of client-facing balancing