U.S. Bank Mutual Funds Specialist 3 - Correspondence - Milwaukee, WI in MILWAUKEE, Wisconsin
Analyze moderately complex transaction requests in order to communicate with shareholders, clients and administrative agencies via written correspondence to resolve problems regarding shareholder requests and regulatory requirements. Explain prospectus, annual report, signature guarantee/redemption procedures and financial report information as requested. Correspond with shareholders via the EnCorr System, using existing Microsoft Word formats and content. Due to the research sometimes required as part of this process the representative will sometimes need to perform actions that are not specifically documented within the work instructions. This position also requires the representative to assist management with procedural updates and the mentoring of new employees. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
High school diploma or equivalent
Minimum one year of related work experience, such as accounting/financial transactions and customer service
Typing skills in excess of 25 WPM
Good knowledge of Microsoft Word
Strong analytical and organizational skills
Attention to detail required
Excellent verbal and written communication skills
Minimum 1 year experience as a Correspondence Rep 2
Act as a mentor for new employees
Assist in the creation and/or update of procedures
Basic knowledge of EnCorr Admin Facility
Primary Location: Wisconsin-WI-Milwaukee
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 200018335
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.