Posted:
10/21/2024, 4:14:33 AM
Location(s):
Wisconsin, United States ⋅ Milwaukee, Wisconsin, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Sales & Account Management
UMB Institutional Banking encompasses the following areas: Corporate Trust, Distressed Debt, FDIC Sweep, Fund Services, Institutional Custody, Investment Banking, Investor Solutions and Public Finance. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and mutual fund companies in the United States.
The Research Correspondence Rep I will review, resolve and ensure documents are in good order for subscriptions and tendering. This will involve reaching out to the appropriate party to obtain necessary information either by email, phone or mail.
As you grow your skills and become more proficient in your work, the funds will become more complex.
How you’ll spend your time:
You will use your customer service skills to address clients to resolve items not in good order
You will use your critical thinking skills to understand the items not in good order to achieve compliance
You will use your detail-orientation skills to track issues and compile sales logs in order to achieve client satisfaction
We’re excited to talk with you if:
You possess a Bachelors degree
Compensation Range:
Minimum: $33,920.00 - Maximum: $78,450.00The 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.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Website: https://umb.com/
Headquarter Location: Kansas City, Missouri, United States
Employee Count: 1001-5000
Year Founded: 1913
IPO Status: Public
Last Funding Type: Post-IPO Debt
Industries: Financial Services