Mutual Funds Specialist — Client Service & Transactions
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
U.S. Bank in Milwaukee, WI invites applications for a Mutual Funds Specialist to support shareholders, institutional clients and broker/dealers with mutual fund transactions and inquiries. Onsite training with a minimum of three days per week onsite.
The role requires 2+ years in finance or investment knowledge, a business-related degree, strong math and Excel skills, and excellent client service. The team emphasizes accuracy, compliance and clear communication in a fast-paced environment.
Are you ready to take on the Mutual Funds Specialist — Client Service & Transactions role at U.S. Bank?
The Mutual Funds Specialist — Client Service & Transactions role at U.S. Bank is now open for applications in Milwaukee, WI, United States.
Join us at U.S. Bank as our next Mutual Funds Specialist — Client Service & Transactions in Milwaukee, WI, United States.
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