Alt Investment Specialist I
UMB Bank is a financial institution that offers a variety of services, and they are seeking an Alt Investment Specialist I. The role involves balancing accounts for alternative investment products, ensuring accuracy, and providing customer service support via phone and email.
Responsibilities
- Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy
- Use your customer service background to answer client emails and phone calls to achieve customer satisfaction
Skills
- You possess a Bachelor's degree
- You have at least one year of balancing accounts/activity
- You possess at least six months of experience providing direct phone or in person support for clients and customers
- Knowledge of mutual funds and alternative investment products
- One year of balancing and reconciling experience within a transfer agency
- Related internship experience will also be considered
Benefits
- Paid Time Off
- 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
- Various associate banking benefits
Company Overview