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Mutual Funds Specialist at U.S. Bank - ApplyBlast

Mutual Funds Specialist

U.S. Bank

1 month ago

3.3 on Glassdoor

Milwaukee, Wisconsin, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

U.S. Bank is seeking a Mutual Funds Specialist to join its Contact Center team in Milwaukee, WI, where the role involves supporting shareholders, institutional clients, and broker/dealers. The position focuses on processing mutual fund transactions, resolving shareholder requests, and delivering an exceptional client experience through accurate information and clear guidance. This role is ideal for individuals with a background in the investment industry or education in financial markets who enjoy helping investors understand their accounts and products.

Responsibilities

Process mutual fund transactions including account setups and redemptions
Respond to inbound calls from shareholders and institutional clients
Research and resolve shareholder requests in accordance with SEC requirements

Skills

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

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