Mutual Funds Specialist: Expert Client Service & Transactions

US Bank; Milwaukee (WI); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare

Life Insurance

Disability insurance

Retirement plan (401k)

Paid vacation

Paid holidays

Parental leave

Adoption assistance

Sick leave

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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).

Conocimientos

Client service

Investment knowledge

Communication skills

Math skills

Computer skills

Educación

Associate or Bachelor's degree

2+ years related experience

Herramientas

CRM systems

Descripción del empleo

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.