Mutual Fund Specialist-Contact Center

About the role

Global Fund Services is seeking a Mutual Funds Specialist to join the Contact Center team. In this role you will support shareholders, institutional clients, and broker/dealers by providing accurate information, processing mutual fund transactions, and delivering an exceptional client experience. The position is ideal for individuals with a background in the investment industry or education in financial markets who enjoy helping investors understand their accounts and the products they hold.

Responsibilities

• Process a wide range of mutual fund transactions, including new account setups, purchases, redemptions, exchanges, and account maintenance while meeting accuracy and productivity standards.
• Respond to inbound calls from shareholders, institutional clients, and broker/dealers, providing clear guidance on account activity and mutual‑fund‑related questions.
• Analyze and correct transactions, including trade cancellations, account updates, and pricing‑related adjustments.
• Support conversion and liquidation activities, ensuring data accuracy throughout each process.
• Research and resolve shareholder requests in accordance with SEC, STA, and internal policy requirements.
• Explain investment concepts to callers, including:
  • What mutual funds are and why investors may choose them
  • How mutual fund performance is evaluated
  • Portfolio holdings and how they relate to a fund’s objectives
  • The differences among IRA types and how they function

Requirements

• Associate or bachelor’s degree in business or a related field, or relevant work experience.
• Minimum two years of related work experience, such as accounting/financial transactions and customer service.
• Strong client‑service skills combined with foundational investment knowledge.
• Working knowledge of:
  • Mutual funds and their purpose as an investment vehicle
  • IRA account types and how they differ
  • Mutual fund performance, portfolio holdings, and fund objectives
• Ability to explain how a fund’s structure and strategy relate to the shareholder’s investment.
• Functional understanding of the roles of portfolio managers and investment advisors, and how to interact professionally with both.
• Strong verbal and written communication skills.
• Ability to work in a fast‑paced, dynamic environment.
• Solid math and computer skills.
• Prior experience in the investment industry or education related to financial markets is strongly preferred.
• This position is not eligible for visa sponsorship and requires working from a U.S. Bank location three or more days per week after onsite training.

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 (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

Pay

Pay Range: $22.50 – $30.00 (hourly)

Schedule & Location

Hours: Monday–Friday, rotating schedule between 8:00 AM and 7:00 PM (CT).
Location: Milwaukee, WI (Lewis Center) – onsite training followed by a minimum of three days per week onsite.