UMB Bank · 2 days ago
Research Correspondence Rep l
Milwaukee, WI
Full-time
Onsite
New Grad, Entry Level
$37K/yr - $72K/yrUMB Bank is a financial institution that provides a range of services including accounting, tax, audit, and administrative support for mutual funds. The Research Correspondence Rep I role is essential for resolving documentation issues and ensuring smooth processing within the Transfer Agency Operations team.
BankingFinanceFinancial Services
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
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
Qualification
Required
Bachelor's Degree
Preferred
Prior Transfer Agency experience
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
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
Founded in 1913
1001-5000 employees
H1B Sponsorship
UMB Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (20)
2023 (14)
2022 (33)
2021 (11)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
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