[Hiring] Fixed Income Specialist Sr. @UMB Bank

Role Description

• Provide administrative support to sales associates and customer service to internal and external clients within Asset Management.
• Work with high production volume and the most sensitive external clients.
• Buy, sell and trade securities, as well as take and place securities orders as directed.
• Run self-service analyses, look for and execute on trading opportunities.
• Provide training and mentoring to lower-level associates.
• Mentor and train new sales associates.
• Develop and execute customer-approved investment strategies.
• Open new securities accounts.
• Respond to customer service problems/questions from internal and external 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 place orders, provide market and account information, document preparations, mailing, submission, and filing.
• Prepare and deliver customer analysis, reports, and communications.
• Interact with partners in various areas to ensure accurate setup of new account services, resolve operational problems, process various money movements/transactions, wire transfers, fraud, and investigation.
• Build positive relationships with coworkers and clients conducive to obtaining referrals and new business generation.
• Responsible for all documentation required to meet compliance standards and Bank regulations.
• Process all expense reports and mileage reports monthly.
• Successfully navigate and transact within the appropriate computer system.
• May work on multiple systems across different lines of business within Asset Management.
• May support multiple lines of business across IBD.
• May work on special projects.
• Other projects as assigned.

Qualifications

• Experience with Microsoft Office Suite and applicable PC applications.
• Bloomberg Terminal (preferred).
• Four (4) years work experience with Excel (preferred).

Requirements

• Bachelor’s degree or equivalent experience in a related field (minimum).
• Seven (7) years related experience (minimum).
• NASD 7 & 63 or MSRB 52 (minimum).

Benefits

• Paid Time Off.
• 401(k) matching program.
• Annual incentive pay.
• Paid holidays.
• Comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage.
• Health savings, flexible spending, and dependent care accounts.
• Adoption assistance.
• Employee assistance program.
• Fitness reimbursement.
• Tuition reimbursement.
• Associate wellbeing program.
• Associate emergency fund.
• Various associate banking benefits.