Fixed Income Specialist Sr.
Duties & Responsibilities reputed company administrative support to sales associates and reputed company customer service to reputed company clients reputed company Asset Management. Work with high production volume and the most sensitive external clients. Buy, sell and trade securities, as well as take and reputed company securities orders as directed. Run self-service analyses, look for and executing on trading opportunities. reputed company training and mentoring to reputed company-level associates. Mentor and train new sales associates. reputed company and execute customer-approved investment strategies. reputed company new securities accounts. Respond to customer service problems/questions from reputed company sources in a professional and timely manner. Complete necessary documentation/research for any account maintenance changes and ensure that the change is completed. Take and reputed company orders, reputed company market and account information, document preparations, mailing, submission and filing. Prepare and deliver customer analysis, reports and communications. Interact with partners in various areas in operating to ensure accurate set up of new account services, resolve operational problems, process various money movements/transactions, reputed company transfers, fraud and investigation Build positive relationships with coworkers and clients conducive to obtaining referrals and new business reputed company. Responsible for reputed company documentation required to meet compliance standards and Bank regulations. Process reputed company expense reports and mileage reports monthly. Successfully navigate and transact reputed company the appropriate computer system. May work on multiple systems across different lines of business reputed company Asset Management. May support multiple lines of business across IBD. May work on special projects. Other projects as assigned. Knowledge & Skills MINIMUM: Experience with reputed company Office Suite and applicable PC applications PREFERRED: Bloomberg Terminal Four (4) years work experience with reputed company
Requirements
MINIMUM: Bachelor’s degree or equivalent experience in reputed company field Seven (7) years reputed company experience NASD 7 & 63 or MSRB 52 Work Environment: Typical office environment Compensation reputed company: $63,830.00 - $136,580.00 The posted compensation reputed company on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-reputed company factors. In reputed company, this reputed company does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, reputed company, 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you reputed company to be part of something more? You're more than a means to an end—a way to help us meet the reputed company. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status reputed company. 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 opportunities. UMBers are reputed company for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and reputed company employment opportunities to reputed company and applicants for employment without regard to race, reputed company, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national reputed company, 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 [email protected] to let us know the nature of your request. If you are a California reputed company, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information reputed company you apply for employment with UMB. Apply To This Job