Fixed Income Specialist Sr.

UMB Bank • Cheyenne, WY • 12h ago

Duties & Responsibilities

Provide administrative support to sales associates and provide 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 executing 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 in operating to ensure accurate set up 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.

Knowledge & Skills

MINIMUM:

Experience with Microsoft Office Suite and applicable PC applications

PREFERRED:

Bloomberg Terminal

Four (4) years work experience with Excel

Requirements

MINIMUM :

Bachelor's degree or equivalent experience in related field

Seven (7) years related experience

NASD 7 & 63 or MSRB 52

Work Environment:

Typical office environment

Compensation Range:

$63,830.00 - $136,580.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range 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, vision, 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 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 opportunities. UMBers are known for having multiple careers here and having their voices heard.

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 talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\Notice\for\California\Candidates\Original\file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

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.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\Tuce\Book\Original\file.pdf)

Check out the road to a career at UMB

Similar Jobs

Engineer, Application and Development, Warehouse Transformation

Cardinal Health • Cheyenne, WY • 4h ago

IT & Engineering

What Application Development & Maintenance contributes to Cardinal Health Information Technology oversees the effective development, delivery, and operation of computing and information services. This function antici...

4h ago

Go to Apply

Health Information Specialist I (Entry Level)

Datavant • Cheyenne, WY • 5h ago

Hospital & Medical

Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world's health data secure, accessible and actionable, we provide critical data solutions for organizations across the...

5h ago

Go to Apply

Account Manager Senior - Inside Public Sector

Lumen • Cheyenne, WY • 5h ago

Management & Administrative

Lumen is the trusted network for the AI-powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high-performance connectivity across cloud,...

5h ago

Go to Apply

Territory Sales Manager - Specialty (Portland, ME)

Sumitomo Pharma • Cheyenne, WY • 6h ago

Management & Administrative

Sumitomo Pharma Co., Ltd., is a global pharmaceutical company based in Japan with operations in the U.S. (Sumitomo Pharma America, Inc.), focused on addressing patient needs in oncology, urology, women's health, rare dis...

6h ago

Go to Apply

HEALTH INFORMATION SPECIALIST I ENTRY- LEVEL

Datavant • Cheyenne, WY • 6h ago

Hospital & Medical

6h ago

Go to Apply

Program Strategy Manager- Mobility

The Hertz Corporation • Cheyenne, WY • 9h ago

Management & Administrative

As a Program Strategy Manager, you will define and execute strategies that shape our product portfolio across mobility services. Your work will ensure we deliver differentiated offerings that balance customer experience,...

9h ago

Go to Apply

Sr Analyst - Global Trade Compliance - Product Classification

Cardinal Health • Cheyenne, WY • 9h ago

Job Summary Global Trade Compliance is responsible for the deployment of an effective trade compliance program through identification and interpretation of regulations, provision of regulatory guidance, training and deve...

9h ago

Go to Apply

Counsel, Special Investigations, Legal and Compliance

General Motors • Cheyenne, WY • 10h ago

Legal & Paralegal

Job Description Role Summary Counsel - Special Investigations, Legal and Compliance will lead and support sensitive internal investigations involving alleged violations of law, company policy, and ethical standards, incl...

10h ago

Go to Apply

Actuary, Part D Pricing

Humana • Cheyenne, WY • 11h ago

Finance, Accounting & Banking

Become a part of our caring community The Actuary, Pricing sets pricing assumptions, submits bids, files and gains approval of premium rates and rate certifications with regulatory agencies. You will support implementati...

11h ago

Go to Apply

Industrial Sales Coordinator

WM • Cheyenne, WY • 11h ago

Legal & Paralegal

I. Job Summary Sets up and maintains digital customer records and provides administrative support for the Technical Service Center and Manufacturing & Industrial Sales Team. Provides service and support for internal...

11h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)