UMB Financial Corporation
Santa Fe, NM
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,...

