Transfer Agency Operations Rep l

UMB Financial
Milwaukee
Workplace: HybridFull timeUSD 32,640 - 62,640Function: Business OperationsEducation: bachelorsSkills: ["Attention to detail","Communication","Adaptability","Client follow-up"]

Process incoming shareholder requests as a Transfer Agency Operations Rep, handling accurate data entry and transaction processing. Set up new accounts, perform account maintenance items, and support a busy season workflow within the Transfer Agency team. As you grow, collaborate with internal teams and join the research team, including direct client follow-up on outstanding issues while working both independently and with team support.

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UMB Financial
UMB Financial
3 months ago

Transfer Agency Operations Rep l

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Process incoming shareholder requests as a Transfer Agency Operations Rep, handling accurate data entry and transaction processing. Set up new accounts, perform account maintenance items, and support a busy season workflow within the Transfer Agency team. As you grow, collaborate with internal teams and join the research team, including direct client follow-up on outstanding issues while working both independently and with team support.
Location: Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Business Operations
Seniority: Entry level

Key Responsibilities

  • •Process transaction data entry for incoming shareholder requests with complete accuracy
  • •Set up new accounts and perform account maintenance items
  • •Communicate effectively with team members/manager and clients
  • •Follow up directly with clients on outstanding issues
  • •Manage work independently while collaborating with a supportive team during busy season

Pay and Benefits

Salary: USD 32,640 - 62,640
Perks:Paid Leave401kHealth InsuranceDentalVisionGym Membership

Key Requirements

  • •Bachelor's Degree or equivalent experience
  • •Six months of transaction processing, office, or customer service experience
  • •High attention to detail to process transactions accurately
  • •Strong communication skills to work with team members/manager and clients
  • •Flexible and able to adapt to shifting priorities
Education:Bachelor's
Skills:Attention to detailCommunicationAdaptabilityClient follow-up

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn