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, W9's, 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:_

Bachelor's Degree

_Bonus Points if:_

Prior Transfer Agency experience

Compensation Range:

$37,490.00 - $71,920.00

_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. In 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?

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. UMBers are known for having multiple careers here and having their voices heard.

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