πŸ“ Jobs Near Me
πŸ“

HiringNearMe.work

Local Jobs, Zero Commute

πŸ“ Local Job Near You

Transfer Agency Operations Rep l

🏒
UMB Bank
πŸ“ Milwaukee, United States
πŸ“
Location Milwaukee
πŸ“…
Posted June 17, 2026
πŸš—
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

πŸ“‹
Job Description

The Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers.

As a **Transfer Agency Operations Rep** , you will be responsible for all data entry processing for incoming shareholder requests. You will set up new accounts, process transactions and perform various account maintenance items. As you grow your skills and become more proficient in your work, you will have the opportunity to join the research team. This will require direct follow up with clients on outstanding issues.

The Transfer Agency team works hard but, in a fun, relaxed environment where the dress code is casual. You will be able to manage your work individually but still have a team around them to offer support when needed...

Apply for This Job

Submit Application

Quick and secure application process

πŸ“ Location Details

πŸŒ†
City
Milwaukee
πŸ—ΊοΈ
Country
United States
πŸš—
Commute
Local Area

πŸ” More Jobs Nearby

Explore other opportunities in Milwaukee

View Local Jobs