Mutual Funds Specialist (Client Experience)

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

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.