Mutual Fund Specialist

U.S. Bank National Association • Milwaukee, WI

1d • $23 - $30 • Hybrid

About The Position

Job Description: Account Services Retail Processing Role
Position Overview: Responsible for analyzing and processing direct shareholder account requests, ensuring accuracy and compliance, and routing items to appropriate departments as needed.

Requirements

• Associate's or Bachelor's degree in business or related field, or equivalent work experience
• Minimum two years of related work experience, such as accounting/financial transactions and customer service

Nice To Haves

• Strong analytical and detail orientation.
• Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines
• Ability to perform multiple tasks in a dynamic working environment with minimal supervision
• Excellent verbal and written communication skills
• Proficient mathematical and computer skills
• Excellent customer service skills

Responsibilities

• Analyze and process high volumes of account service requests.
• Ensure requests are in good order; resolve or escalate issues as necessary.
• Communicate effectively with internal departments via written and verbal channels.
• Maintain detailed electronic notes and documentation for each request.
• Work independently at a desk within a team environment, contributing to group goals.
• Meet quality and productivity standards; performance is numbers-driven.

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: Entry Level
• Education Level: Associate degree