Securities Services Operations Associate Sr. (Hybrid)

Posted:
7/31/2024, 5:00:00 PM

Location(s):
Wilmington, Delaware, United States ⋅ Delaware, United States ⋅ Missouri, United States ⋅ Kansas City, Missouri, United States

Experience Level(s):
Senior

Field(s):
Operations & Logistics

The Securities Services Operations Associate Senior is a part of the Corporate Trust Bond Operations team which provides operational support to UMB's fast growing Corporate Trust department. Within the Trust Operations environment, this team interacts with various UMB clients and internal partners to evaluate and process requests for the onboarding of new business, process payment transactions and other duties as assigned. With our robust training to provide extensive UMB and financial knowledge, the Corporate Trust Bond Operations team provides a high level of service to our internal & external partners.

These Securities Services Operations Associate Seniors each have a specific and impactful function for our clients and UMB to ensure accurate processing requests. The Trust Operations team members are subject matter experts that assist our business partners by delivering a high level of performance in a fast paced environment

The Securities Services Operations Associate Senior is responsible for setting up new bond issues in the shareholder system. They will monitor for incoming requests and maintain a high level of speed and accuracy while supporting a large number of internal and external clients. This role will assist with peer review and learn multiple functions within the team.  You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs.  Our Securities Services Operations Associate Seniors are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career.

The Trust Operations team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting.  We are medium sized team that works closely together to ensure everyone is successful. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Operations and beyond.

How you’ll spend your time:

  • You will use problem solving skills to determine what action needs to be taken to ensure timely and accurate setup of new bond issues in the shareholder system
  • You will need strong communication skills to make a positive client experience.
  • You will to have strong attention to detail to ensure issues are setup correctly so that billing and payments process accurately and on time.
  • Experience with Stream TA or a Bond Shareholder system is a plus
  • Working knowledge of MS Excel
  • Bonus: experience with foreign tax forms

We’re excited to talk with you if:

  • 2-3 years of financial services or banking experience
  • OR a college degree

Compensation Range:

Minimum: $33,920.00 - Maximum: $78,450.00

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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

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