U.S. Bank · 1 month ago
Mutual Fund Specialist - Contact Center
Milwaukee, WI
Full-time
Hybrid
Entry, Mid Level
$22.50/hr - $30/hr
2+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking a Mutual Fund Specialist to support shareholders and institutional clients by processing mutual fund transactions and providing exceptional client experiences.
BankingFinancial ServicesInsuranceMortgageWealth Management
No H1B
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
Qualification
Required
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
Preferred
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 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
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
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