Mutual Funds Specialist 5

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Job Description
Your journey starts now.
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.
What You’ll Do
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
Schedule & Location
Hours: Monday–Friday, rotating schedule between 8:00 AM and 7:00 PM (CT)
Location: Milwaukee, WI (Lewis Center) — Onsite training followed by a minimum of three days per week onsite
What You Bring
We’re especially interested in candidates who can combine strong client‑service skills with foundational investment knowledge.
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
Strongly 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
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.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status,