Mutual Fund Specialist-Contact Center

U.S. Bank • Milwaukee, WI

8d • Onsite

About The Position

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree