Tuesday, June 26, 2012
5:00 to 8:00 p.m.
UMB Fund Services
803 W. Michigan Street
Milwaukee, WI 53233
Please respond to firstname.lastname@example.org, subject line open house, if you would like to attend the open house or would like to submit a resume. A reservation is helpful but not required to attend the open house.
Do you want to join one of the best places to work in Milwaukee?
UMB Fund Services has been recognized by the Journal Sentinel for three straight years as one of the top employers in southeastern Wisconsin. This honor is based upon a survey of our associates about their workplace. Milwaukee Journal Sentinel Article
Do you have experience or an interest in the financial services industry?
UMB Fund Services is a nationally respected investment services provider offering an array of services for mutual funds, alternative investments and separately managed accounts to investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. With over 60 years of experience, we service more than 200 clients with combined assets of approximately $150 billion and have more than 300 associates.
If so, please join us for an open house on Tuesday, June 26, 2012, from 5:00 to 8:00 p.m.,
where you will have the opportunity to meet and interview with our hiring managers. Parking is available in our 9th street parking lot on the west side of the building. We offer a casual work environment; casual dress for this event is ideal.
We look forward to meeting you.
We are experiencing unprecedented growth and are hiring for the following positions:
Fund Accounting and Administration
Responsibilities: Perform accounting, pricing, and reconciliation functions for client mutual funds.
Requirements: Bachelor's degree in accounting
Responsibilities: Prepare and review financial reports for mutual fund clients.
Requirements: Bachelor's degree in business administration or accounting and 2 years’ directly related experience.
Fund Administration Manager
Responsibilities: Lead team of fund administrators responsible for providing services to a specific group of clients/funds.
Requirements: Bachelor’s degree in accounting or a related field and a minimum of 6 years’ fund administration experience in a lead role.
Customer Service Representative – Call Center
Responsibilities: Respond to inquiries from potential and existing shareholders via incoming phone calls.
Requirements: Bachelor’s degree; any major. Significant customer service experience in the investment industry may be considered in lieu of degree. Obtain Series 6 license within six months of employment.
Responsibilities: Complete work flow and transaction processing and record investments for a variety of mutual fund and alternative investment clients.
Requirements: Bachelor’s degree; any major.
Responsibilities: Perform transfer agent accounting functions for a variety of mutual fund and alternative investment clients.
Requirements: Bachelor’s degree; any major. Start times vary between 4:00 AM and 4:30 AM.
Responsibilities: Assist Chief Compliance Officer in overseeing and administering compliance programs.
Requirements: Bachelor’s degree; any major; 3 years’ mutual fund or financial services experience;
2 years in compliance role. FINRA Series 6 and 26 within 90 days of hire.
For more information or to apply online, visit our Careers page at UMB Fund Services: Careers