Mutual Fund Specialist-Contact Center

US Bank; Milwaukee (WI); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Healthcare

Life Insurance

Disability insurance

Retirement plan (401k)

Paid vacation

Paid holidays

Parental leave

Adoption assistance

Sick leave

Zusammenfassung

U.S. Bank is seeking a Mutual Funds Specialist to join the Global Fund Services Contact Center team in Milwaukee. You will support shareholders and institutional clients by processing mutual fund transactions and delivering exceptional service.

Ideal candidates have a background in investments or financial markets and strong client‑service and communication skills. The role requires onsite work at Milwaukee, WI with initial onsite training and ongoing onsite days.

Qualifikationen

• Degree in business or related field or relevant work experience.
• Minimum two years of related work experience in financial transactions or customer service.
• Prior investment industry experience or education preferred.

Aufgaben

• Process mutual fund transactions including new accounts, purchases, redemptions, exchanges, and maintenance.
• Respond to inbound calls with guidance on account activity and fund questions.
• Analyze and correct transactions, including trade cancellations and price adjustments.
• Support conversions and liquidation activities with data accuracy.
• Research and resolve shareholder requests per SEC, STA, and internal policy.
• Explain mutual funds concepts to callers (funds, performance, IRA types).

Kenntnisse

Client service

Investment knowledge

Communication skills

Math skills

Computer skills

Ausbildung

Associate or Bachelor's degree

2+ years related experience

Tools

CRM systems

Jobbeschreibung

Job Description

Your journey starts now.

Global Fund Services is seeking a Mutual Funds Specialist to join our Contact Center team. In this role, you'll support shareholders, institutional clients, and broker/dealers by providing accurate information, processing mutual fund transactions, and delivering an exceptional client experience.

This position is ideal for individuals who have a background in the investment industry-or education in financial markets-and who enjoy helping investors understand their accounts and the products they hold.

What You'll Do

• Process a wide range of mutual fund transactions , including new account setups, purchases, redemptions, exchanges, and account maintenance-while meeting accuracy and productivity standards.
• Respond to inbound calls from shareholders, institutional clients, and broker/dealers, providing clear guidance on account activity and mutual fund‑related questions.
• Analyze and correct transactions , including trade cancellations, account updates, and pricing‑related adjustments.
• Support conversion and liquidation activities , ensuring data accuracy throughout each process.
• Research and resolve shareholder requests in accordance with SEC, STA, and internal policy requirements.
• Explain investment concepts to callers, including:
• What mutual funds are and why investors may choose them
• How mutual fund performance is evaluated
• Portfolio holdings and how they relate to a fund's objectives
• The differences among IRA types and how they function

Schedule & Location

Hours: Monday-Friday, rotating schedule between 8:00 AM and 7:00 PM (CT)

Location: Milwaukee, WI (Lewis Center) - Onsite training followed by a minimum of three days per week onsite

What You Bring

We're especially interested in candidates who can combine strong client‑service skills with foundational investment knowledge.

Required

• Associate or bachelor's degree in business or a related field, or relevant work experience
• Minimum two years of related work experience, such as accounting/financial transactions and customer service

Strongly Preferred

• Prior experience in the investment industry or education related to financial markets
• Working knowledge of: Mutual funds and their purpose as an investment vehicle
• IRA account types and how they differ
• Mutual fund performance , portfolio holdings, and fund objectives
• Ability to explain how a fund's structure and strategy relate to the shareholder's investment
• Functional understanding of the roles of portfolio managers and investment advisors , and how to interact professionally with both
• Strong verbal and written communication skills
• Ability to work in a fast‑paced, dynamic environment
• Solid math and computer skills

This position is not eligible for visa sponsorship.

This role requires working from a U.S. Bank location three (3) or more days per week following the fully onsite training period.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

Benefits:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer‑funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Review our full benefits available by employment status here .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated