Mutual Fund Specialist-Contact Center
About this role
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
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)
Requirements
- 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
- .