12 days old

Mutual Funds Specialist 3 - Investor Services

U.S. Bank
Milwaukee, WI 53208
U.S. Bank Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services, and alternative investment product services. We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks. As Transfer Agent, we act as liaison and provide service to over 200 mutual fund companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities, to provide a superior level of service within the mutual fund industry to our growing group of high profile clients and their shareholders. Efficient and detail oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal and written communications. Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status. Accept and process transactions, account maintenance requests, and requests for fund literature. Serve as a point of contact for internal and external clients. Provide telephone support for both retail and institutional level shareholders. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification. **Qualifications:** Basic Qualifications - High school diploma or equivalent - Minimum one year of related work experience, such as accounting/financial transactions and customer service Preferred Skills/Experience - 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 - Effective verbal and written communication skills - Proficient mathematical and computer skills - Excellent customer service skills **Job:** Customer Service / Call Center **Primary Location:** Wisconsin-WI-Milwaukee **Shift:** 1st - Daytime **Average Hours Per Week:** 40 **Requisition ID:** 190035634 U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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Posted: 2019-10-31 Expires: 2019-11-30

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Mutual Funds Specialist 3 - Investor Services

U.S. Bank
Milwaukee, WI 53208

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