Mutual Fund Specialist-Contact Center

U.S. Bank•Milwaukee, WI

3d•Hybrid

About The Position

U.S. Bank’s Global Fund Services is seeking a Mutual Fund Specialist to join its Contact Center team. The role supports shareholders, institutional clients, and broker/dealers by providing accurate information, processing mutual fund transactions, and delivering a strong client experience. It is suited to candidates with investment-industry experience or education in financial markets who enjoy helping investors understand their accounts and investments. The position is based in Milwaukee, Wisconsin. Training is onsite, followed by a requirement to work from a U.S. Bank location at least three days per week. Hours are Monday through Friday on a rotating schedule between 8:00 a.m. and 7:00 p.m. Central Time. The position is not eligible for visa sponsorship.

Requirements

An associate or bachelor’s degree in business or a related field, or relevant work experience.
At least two years of related work experience, such as accounting or 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.

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.
Working knowledge of IRA account types and how they differ.
Working knowledge of mutual fund performance, portfolio holdings, and fund objectives.
Ability to explain how a fund’s structure and strategy relate to a shareholder’s investment.
Functional understanding of portfolio managers’ and investment advisors’ roles, and how to interact professionally with them.

Responsibilities

Process 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 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 while ensuring data accuracy.
Research and resolve shareholder requests in accordance with SEC, STA, and internal policy requirements.
Explain mutual funds, fund performance, portfolio holdings, fund objectives, and IRA types to callers.
Explain how a fund’s structure and strategy relate to a shareholder’s investment.

Benefits

Healthcare, including medical, dental, and vision coverage.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and an employer-funded retirement plan.
Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase plan.