Mutual Fund Specialist-contact Center

U.S. Bank

Milwaukee, WI, USA
Base: $22.50 - $30.00; bonus/equity: not specified...
**
Strong client-service skills
Background in investment industry
Ability to explain investment concepts
** U.S. Bank is seeking a Mutual Fund Specialist to join its Contact Center team in Milwaukee, WI, where the candidate will support clients by processing mutual fund transactions and providing exceptional customer service. The ideal candidate should have a background in the investment industry, strong client-service skills, and relevant education or experience. **

Job Summary

  • U.S. Bank is committed to helping customers make better financial decisions.
  • The Mutual Funds Specialist will provide support to shareholders and institutional clients.
  • Comprehensive benefits are offered to support team members' health and financial security.

Matching Summary

Match Score: 75

** U.S. Bank is seeking a Mutual Fund Specialist to join its Contact Center team in Milwaukee, WI, where the candidate will support clients by processing mutual fund transactions and providing exceptional customer service. The ideal candidate should have a background in the investment industry, strong client-service skills, and relevant education or experience. **

Salary

Base: $22.50 - $30.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Strong client-service skills
  • Background in investment industry
  • Ability to explain investment concepts

Nice-to-have

  • Enjoy helping investors
  • Strong verbal and written communication skills
  • Ability to work in a fast-paced environment

Key Requirements

  • Associate or bachelor's degree in business
  • Minimum two years of related work experience
  • Working knowledge of mutual funds

Work Rights

Not specified

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