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UMB Bank Operations Specialist I - Alternative Investments in United States

Be part of something more.

A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.

Are you ready to be part of something more?

You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart . You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more opportunity . UMBers are known for having multiple careers here and having their voices heard.

The Alternative Investments Investor Servicing Team supports the Fund Accounting function by servicing all current investors and assisting with the onboarding process for new investors. This team provides a high level of support for our largest clients and streamlines the processes around investor contact, investor reporting, and document preparation.

The Operations Specialist-Alternative Investments role supports UMB by acting as the first point of contact for our largest investors. This position handles all inquiries, mailings, and subscription documents, and is instrumental in allowing our Fund Accountants to focus on the accounting duties. This team structure enables us to be more efficient and allows for easy grow in our client base. In this role you will have the opportunity to grow professionally, learning more complex tasks and software capabilities, increasing client contact, and ultimately training and reviewing peer’s work.

Working in the Investor Servicing Team at UMB can be fun, challenging, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. There are deadlines we rally around as a team and we rely on our shared expertise to accomplish our goals. We ensure each associate is cared for and has the resources they need to excel. Our team enjoys being part of a work family and many of our associates get together for intermural sports and various community service projects throughout the year.

How you’ll spend your time:

  • You will operate Excel and UMB Systems to create investor reporting to share with client investors.

  • You will process and review investor subscription documents to ensure accuracy and completeness.

  • You will communicate with investors through e-mail and phone to ensure inquiries are answered.

  • You will partner with internal Fund Accounting team to support the client investors

We’re excited to talk with you if:

  • You have a high school diploma or equivalent

  • You have clerical experience in a financial services environment

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 or call 816-860-7972 to let us know the nature of your request.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.