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Investor Services Rep I

Company

UMB Bank

Location

Milwaukee, United States

Type

Full-time

**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 co...

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