Mutual Fund SpecialistCategorySales & Relationship ManagementJob Id2026-0004625L
US Bank, Milwaukee, WI, United States
Account Services Retail Processing Role
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Job Description: Account Services Retail Processing Role Position Overview: Responsible for analyzing and processing direct shareholder account requests, ensuring accuracy and compliance, and routing items to appropriate departments as needed. Key Responsibilities: -Analyze and process high volumes of account service requests. -Ensure requests are in good order; resolve or escalate issues as necessary. -Communicate effectively with internal departments via written and verbal channels. -Maintain detailed electronic notes and documentation for each request. -Work independently at a desk within a team environment, contributing to group goals. -Meet quality and productivity standards; performance is numbers-driven. Work Environment: Desk-based, back-office role (not customer-facing, no phone calls). Located in downtown Milwaukee; in-office required for first 3-4 months, then hybrid possible. Schedule & Compensation: MondayFriday, 8:00 AM5:00 PM; overtime required, especially during busy season (tax season). Basic Qualifications - Associate's or Bachelor's degree in business or related field, or equivalent work experience - Minimum two years of related work experience, such as accounting/financial transactions and customer service Preferred Skills/Experience -Strong analytical and detail orientation. - 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 - Excellent verbal and written communication skills - Proficient mathematical and computer skills - Excellent customer service skills 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 (from 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 unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Job Description: Account Services Retail Processing Role Position Overview: Responsible for analyzing and processing direct shareholder account requests, ensuring accuracy and compliance, and routing items to appropriate departments as needed. Key Responsibilities: -Analyze and process high volumes of account service requests. -Ensure requests are in good order; resolve or escalate issues as necessary. -Communicate effectively with internal departments via written and verbal channels. -Maintain detailed electronic notes and documentation for each request. -Work independently at a desk within a team environment, contributing to group goals. -Meet quality and productivity standards; performance is numbers-driven. Work Environment: Desk-based, back-office role (not customer-facing, no phone calls). Located in downtown Milwaukee; in-office required for first 3-4 months, then hybrid possible. Schedule & Compensation: MondayFriday, 8:00 AM5:00 PM; overtime required, especially during busy season (tax season). Basic Qualifications - Associate's or Bachelor's degree in business or related field, or equivalent work experience - Minimum two years of related work experience, such as accounting/financial transactions and customer service Preferred Skills/Experience -Strong analytical and detail orientation. - 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 - Excellent verbal and written communication skills - Proficient mathematical and computer skills - Excellent customer service skills 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 (from 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 unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00