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Mutual Funds Specialist at U.S. Bank - ApplyBlast

Mutual Funds Specialist

U.S. Bank

8 days ago

3.3 on Glassdoor

Milwaukee, Wisconsin, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Mutual Funds Specialist supports shareholders and clients by processing complex mutual fund transactions, including purchases, redemptions, and account maintenance, while ensuring compliance with regulatory standards. This role involves direct client and shareholder support, handling inquiries, and resolving trade corrections and account issues. The position requires a blend of detailed operational work and customer service in a dynamic environment.

Responsibilities

Process complex mutual fund transactions including purchases and redemptions
Analyze and enter trade cancellations and account corrections
Research shareholder requests to ensure regulatory compliance

Skills

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.