Transfer Agency Intern

UMB FUND SERVICES INC; Milwaukee (WI); Hybrid; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Comprehensive medical, dental, vision,

Health savings

Flexible spending

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Job summary

UMB Financial Corporation is seeking an intern for Transfer Agency Operations in Milwaukee. You will learn which legal documents are required to set up investor accounts and gain exposure to compliance within these tasks.

You will work on-site Monday through Thursday and remotely on Fridays, with a timeline from late May to late July. The role includes hands-on experience with investor correspondence and account maintenance, under supervision.

Qualifications

• Currently enrolled in a Bachelor's program.
• Learn and use Envision Financial Systems Processing software.
• Assist with investor correspondence and account maintenance.

Responsibilities

• Assist with physical investor correspondence (purchase checks, applications, maintenance requests, transfer documents).
• Learn the Envision Financial Systems Processing software.
• Keep demographic information on investor accounts up to date.
• Work on projects with different teams within Registered Funds.

Education

Bachelor's program

Tools

Envision Financial Systems Processing software

Job description

The Transfer Agency Operations Team processes all of the Registered Fund's clients' transactions, which includes account setups, and account maintenance. This requires the team to work within the Envision software. As the Transfer Agency Intern, you will work within our daily products operations team. You will learn which legal documents, such as trust documents, corporate entity documents, authorized signers list, etc. are required to set up accounts for investors, while also learning about the compliance needed within those tasks.

How you will spend your time:

• Assisting with physical investor correspondence (purchase checks, applications, maintenance requests, transfer documents)
• Learning the Envision Financial Systems Processing software
• Keeping demographic information on investor accounts up to date
• Working on different projects that collaborate with different teams within Registered Funds

We're excited to talk with you if: You are currently enrolled in a Bachelor's program

Timeline: Late May to late July

Monday to Thursday: On-site, Friday: Remote

This position was posted on 10/29/2026.

The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $33,786 - $49,698

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings
• Flexible spending
• Dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more? You're more than a means to an end- a way to help us meet the bottom line.

UMB isn't 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. You'll 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.

UMBer's are known for having multiple careers here and having their voices heard.

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If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

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Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision. Check out the road to a career at UMB