Alt Investment Specialist I jobs in United States
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UMB Bank · 19 hours ago

Alt Investment Specialist I

positionMilwaukee WI
timeFull-time
remoteHybrid
seniorityEntry Level
money$37K/yr - $72K/yr
date1+ years exp

UMB Bank is a financial institution that offers a variety of services, and they are seeking an Alt Investment Specialist I. The role involves balancing accounts for alternative investment products, ensuring accuracy, and providing customer service support via phone and email.

BankingFinanceFinancial Services

Responsibilities

Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy
Use your customer service background to answer client emails and phone calls to achieve customer satisfaction

Qualification

Balancing accountsCustomer serviceMutual funds knowledgeAlternative investment productsBachelor's degreePhone support experienceEmail support experienceReconciling experienceInternship experience

Required

You possess a Bachelor's degree
You have at least one year of balancing accounts/activity
You possess at least six months of experience providing direct phone or in person support for clients and customers

Preferred

Knowledge of mutual funds and alternative investment products
One year of balancing and reconciling experience within a transfer agency
Related internship experience will also be considered

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

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UMB Financial Corporation is a commercial bank that offers various financial services.
dateFounded in 1913
location
Kansas City, Missouri, USA
people-size1001-5000 employees
web-link
https://www.umb.com/

Funding

Current Stage
Public Company
Total Funding
$606.13M
2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M

Leadership Team

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Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
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Phillip Mason
President of Institutional Banking
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Company data provided by crunchbase