Investor Services Rep I

Job Title

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.

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 View email address on click.appcast.io to let us know the nature of your request.

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