Transfer Agency Admin II
UMB Bank • Milwaukee, WI • Posted June 05, 2026
About the Role
The **Registered Funds team** of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts.
The **Transfer Agency team** primarily handles the day-to-day contact for Fund Services’ clients. They manage and organize client launches, conversions, deconversions, and liquidations. This team has a deep understanding of products and how they work within a Transfer Agency
As the **Transfer Agency Admin II,** you will oversee the delivery of Transfer Agency services for designated clients, including boarding, reporting, billing and issue resolution. You will also work closely with Client Services to fulfill strategic needs and align potential UMB Fund Service product offerings.
**How you will spend your time:**
+ Participate in Sales meetings with prospective clients and assist in the development of the service offerings for the Transfer Agent
+ Responsible for more complex products ...
The **Transfer Agency team** primarily handles the day-to-day contact for Fund Services’ clients. They manage and organize client launches, conversions, deconversions, and liquidations. This team has a deep understanding of products and how they work within a Transfer Agency
As the **Transfer Agency Admin II,** you will oversee the delivery of Transfer Agency services for designated clients, including boarding, reporting, billing and issue resolution. You will also work closely with Client Services to fulfill strategic needs and align potential UMB Fund Service product offerings.
**How you will spend your time:**
+ Participate in Sales meetings with prospective clients and assist in the development of the service offerings for the Transfer Agent
+ Responsible for more complex products ...