Mutual Fund Specialist

U.S. Bank • Milwaukee, WI

1d • $23 - $30 • Hybrid

About The Position

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: Account Services Retail Processing Role Position Overview: Responsible for analyzing and processing direct shareholder account requests, ensuring accuracy and compliance, and routing items to appropriate departments as needed.

Requirements

• Associate's or Bachelor's degree in business or related field, or equivalent work experience
• Minimum two years of related work experience, such as accounting/financial transactions and customer service

Nice To Haves

• Strong analytical and detail orientation.
• Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines
• Ability to perform multiple tasks in a dynamic working environment with minimal supervision
• Excellent verbal and written communication skills
• Proficient mathematical and computer skills
• Excellent customer service skills

Responsibilities

• Analyze and process high volumes of account service requests.
• Ensure requests are in good order; resolve or escalate issues as necessary.
• Communicate effectively with internal departments via written and verbal channels.
• Maintain detailed electronic notes and documentation for each request.
• Work independently at a desk within a team environment, contributing to group goals.
• Meet quality and productivity standards; performance is numbers-driven.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree