Investor Services Rep I

Duties & Responsibilities

• Accountable for responding to inquiries received via email through various TA email boxes for daily and non-daily clients, which includes investor audit requests and other emails as assigned.
• Manage, maintain and respond to inquiries for all client email boxes.
• Ensure correspondent receives a complete, accurate, detailed and timely response, including “in good order” requirements.
• Work closely with other departments to thoroughly answer all questions to ensure tasks once submitted can be processed accurately and within the established deadlines.
• Participate in projects/project teams and client conversions.
• Work to automate report delivery through file transfer magic, subject code word for attachment release, or other secure means.
• Other duties as assigned.
• Provide excellent customer service

Knowledge & Skills

MINIMUM:

• Ability to work in a high volume, multi-product, non-sales contact center
• Demonstrated Ability to provide superior written customer service
• Strong communication and interpersonal skills
• Critical thinker
• Superior comprehension, analytical and problem-solving skills.
• Demonstrated initiative both independently and within a team
• High level of accuracy and attention to detail; Ability to prioritize multiple tasks

PREFERRED:

• Strong research skills

Requirements

MINIMUM:

• Bachelor's Degree.
• Two years of transaction processing experience or equivalent experience

• Must Pass Securities Industry Essential Test (SIE) within nine (9) months of hire/employment.

PREFERRED:

• Minimum six months working in a customer service environment that required direct interaction.

Work Environment:

Call center environment

Supervision/Management: 

None

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$35,750 - $52,040

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$32,640 - $47,640

US Employees in all other states not listed above:

$29,530 - $43,240

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. 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.

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