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Mutual Funds CSR at U.S. Bank - ApplyBlast

Mutual Funds CSR

U.S. Bank

4 months ago

3.3 on Glassdoor

Milwaukee, WI

Onsite

Full Time

Junior

0 applicants

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About this role

The Mutual Funds Specialist acts as a liaison between GFS Mutual Fund clients and financial intermediaries, overseeing electronic trading, broker/dealer servicing, and daily trade processing. This role requires balancing customer service, transaction processing, and project work while ensuring accurate resolution of rejects, account transfers, and money movements. The specialist may also engage in specialized activities such as Closed End and Exchange Traded Fund servicing.

Responsibilities

Process trades and resolve rejects accurately and timely
Manage account transfers and maintenance updates
Provide customer service to internal and external clients
Execute money movements to and from financial institutions
Support specialized activities like closed-end fund trading

Skills

Qualifications

Bachelor's degree in AccountingBachelor's degree in Finance

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.