Mutual Fund Specialist - Contact Center
About The Position
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. 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.
Requirements
- 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
- 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.
- Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Nice To Haves
- 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
Responsibilities
- 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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
