Mutual Funds Specialist 5

U.S. Bank; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

U.S. Bank is seeking a Mutual Funds Specialist within Global Fund Services to join our Contact Center team. You will assist shareholders, institutional clients, and broker/dealers by providing accurate information and processing mutual fund transactions to ensure a superior client experience.

This role is ideal for individuals with a background in the investment industry or related education and offers the opportunity to grow professional knowledge from Day One.

Qualifications

• Background in investment industry or related education.

Responsibilities

• Support shareholders, institutional clients and broker/dealers by providing accurate information.
• Process mutual fund transactions.
• Deliver an exceptional client experience.

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at - all from Day One.

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