Mutual Funds Specialist: Client Services & Transactions

U.S. Bank; Milwaukee (WI); Presencial; USD 31.000 - 41.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Holiday opportunities

Adoption assistance

Descripción de la vacante

U.S. Bank is seeking a Mutual Funds Specialist to join our Contact Center in Milwaukee.

You’ll support shareholders, institutional clients, and broker/dealers by handling mutual fund transactions and delivering an exceptional client experience. Ideal candidates have a background in the investment industry or education in financial markets, plus a bachelor’s or associate degree and at least two years of related work experience in financial services.

Formación

• Associate or bachelor’s degree in business or related field, or equivalent work experience.
• Minimum two years of related work experience in accounting/financial transactions and customer service.

Responsabilidades

• Process a wide range of mutual fund transactions including new accounts and redemptions.
• Respond to inbound calls from shareholders, institutional clients, and broker/dealers.
• Analyze and correct transactions, including trade cancellations and price adjustments.
• Support conversion and liquidation activities with data accuracy.
• Research and resolve shareholder requests per SEC and internal policy.
• Explain investment concepts to callers (funds, performance, IRA types).

Conocimientos

Customer service

Investment knowledge

Financial transactions

Communication skills

Educación

Business-related degree

Descripción del empleo

U.S. Bank is seeking a Mutual Funds Specialist to join our Contact Center in Milwaukee.

You’ll support shareholders, institutional clients, and broker/dealers by handling mutual fund transactions and delivering an exceptional client experience. Ideal candidates have a background in the investment industry or education in financial markets, plus a bachelor’s or associate degree and at least two years of related work experience in financial services.