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Mutual Fund Specialist

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U.S. Bank National Association

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Location:
United States , Milwaukee

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Category:
Finance

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Contract Type:
Not provided

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Salary:

22.50 - 30.00 USD / Hour
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Job Description:

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.

Job Responsibility:

  • 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

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
  • 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
  • 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
What we offer:
  • 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

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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