Mutual Fund Specialist - Contact Center

U.S. Bank

Milwaukee, WI, United States
Base: $22.50 - $30.00; bonus/equity: not specified...
Onsite
Strong client-service skills
Foundational investment knowledge
Ability to explain investment concepts
U.S. Bank is committed to helping customers make smarter financial decisions

Job Summary

  • U.S. Bank is committed to helping customers make smarter financial decisions.
  • The Mutual Fund Specialist role involves processing transactions and providing exceptional client support.
  • Employees enjoy a comprehensive benefits package designed to support their health and financial security.

Matching Summary

U.S. Bank is committed to helping customers make smarter financial decisions.

Salary

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

Skills & Requirements

Must-have

  • Strong client-service skills
  • Foundational investment knowledge
  • Ability to explain investment concepts

Nice-to-have

  • Fast-paced work environment
  • Solid math and computer skills
  • Professional interaction with advisors

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter