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Mutual Fund Customer Service Representative Jobs

Americo Life, Inc.

Mutual Fund Assistant

Kansas City, MO · On-site

Provide excellent service to customers and Registered Representative Services. * Review and enter ... Review and forward additional purchases to various mutual fund companies. * Process address changes ...

LPL Financial

Mutual Fund Trader

Fort Mill, SC · On-site

$29.71 - $49.52/hr

The Mutual Fund Trader will provide a high level of subject matter expertise with Mutual Fund, UIT ... The primary focus of the trader is to deliver an extraordinary service experience and provide ...

US Bank

Mutual Fund Tax Accountant II

Milwaukee, WI

$66K - $78K/yr

Helping the customers and businesses we serve to make better and smarter financial decisions and ... Citizenship and Immigration Services. Learn more about theE-Verify program. The salary range ...

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How much do mutual fund customer service representative jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for mutual fund customer service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What does a mutual fund customer service representative do?

A Mutual Fund Customer Service Representative assists clients with inquiries related to their mutual fund accounts, such as processing transactions, providing account information, and resolving issues. They explain fund options, clarify investment procedures, and ensure compliance with regulations. These representatives also help clients with paperwork, update account records, and often act as a liaison between customers and other financial professionals. Strong communication and problem-solving skills are essential in this role.

What are some typical challenges faced by mutual fund customer service representatives, and how can they be managed effectively?

Mutual Fund Customer Service Representatives often encounter challenges such as handling complex account inquiries, resolving transaction issues, and explaining investment products to clients with varying levels of financial knowledge. Managing these challenges requires strong communication skills, patience, and a commitment to ongoing learning about financial products and regulations. Building relationships with clients and collaborating closely with back-office teams can also help ensure accurate and timely resolution of issues, making the role both dynamic and rewarding for those who enjoy problem-solving and client interaction.

What are the key skills and qualifications needed to thrive as a mutual fund customer service representative, and why are they important?

To thrive as a Mutual Fund Customer Service Representative, you need a solid understanding of mutual fund products, financial regulations, and customer service best practices, often supported by a bachelor's degree in finance or a related field. Familiarity with customer relationship management (CRM) software, financial databases, and sometimes FINRA Series 6 or 7 certification is typically required. Strong communication, problem-solving abilities, and patience are crucial soft skills for effectively assisting clients and resolving inquiries. These skills ensure accurate information delivery, regulatory compliance, and high-quality client experiences in a regulated financial environment.

What is the difference between Mutual Fund Customer Service Representative vs Financial Advisor?

AspectMutual Fund Customer Service RepresentativeFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; FINRA Series 6 or 7 may be preferredRequires a bachelor's degree; certifications like CFP or Series 7/66 often necessary
Work EnvironmentCall centers, client support departments, financial firmsIndependent or firm-based, client meetings, financial planning sessions
Primary ResponsibilitiesAssist clients with account inquiries, transaction processing, product informationProvide personalized financial planning, investment advice, portfolio management

While both roles involve working with clients and financial products, a Mutual Fund Customer Service Representative primarily handles client inquiries and account support, whereas a Financial Advisor offers personalized investment advice and financial planning services. The roles differ in required credentials, work environment, and scope of responsibilities, catering to different client needs within the financial industry.

How much do mutual fund customer service representatives make?

Mutual fund customer service representatives typically earn an average annual salary between $40,000 and $55,000, depending on experience, location, and company size. Entry-level roles may start lower, while experienced representatives or those with specialized skills can earn higher wages. Compensation often includes benefits such as health insurance and retirement plans.

Is a mutual fund customer service representative a good career?

A mutual fund customer service representative is a stable career option within the financial services industry, involving assisting clients with account inquiries, transactions, and product information. It requires strong communication skills, knowledge of financial products, and often involves working in an office environment with standard business hours. Career growth can include advancement to supervisory or specialized roles, and certifications such as FINRA licenses can enhance prospects.

What cities are hiring for Mutual Fund Customer Service Representative jobs?

Cities with the most Mutual Fund Customer Service Representative job openings:

What states have the most Mutual Fund Customer Service Representative jobs?

States with the most job openings for Mutual Fund Customer Service Representative jobs include:

What are popular job titles related to Mutual Fund Customer Service Representative jobs?

For Mutual Fund Customer Service Representative jobs, the most frequently searched job titles are:

Infographic showing various Mutual Fund Customer Service Representative job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Mutual Funds Customer Service Representative

Milwaukee, WI • On-site

U.S. Bank
Banking and Credit Intermediation • 10K+ employees
Learn more about U.S. Bankexternal

$15.75 - $21.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Key responsibilities

  • Serve as the primary liaison between mutual fund clients and financial intermediaries, supporting electronic trading and broker-dealer servicing activities.

  • Process mutual fund transactions accurately and efficiently, ensuring timely resolution of trade rejects and exceptions.

  • Manage account transfers, maintenance requests, and money movement transactions with financial institutions.

U.S. Bank rating

8.1

Company rating: 8.1 out of 10

Based on 364 frontline employees who took The Breakroom Quiz

67th of 176 rated banks

Job description

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 at-all from Day One.
Job Description
The Mutual Funds Customer Service Representative will serve as a liaison between GFS Mutual Fund clients and financial intermediaries in the areas related to electronic trading as well as broker/dealer servicing. The processing of trades, including timely and accurate resolution of rejects, account transfers and maintenance updates, problem solving and research, and money movement to/from financial institutions will be performed daily. Duties are balanced between customer service (to internal and external clients), processing, and projects. The Mutual Funds Specialist may also be involved in Closed End fund trading, Exchange Traded Fund servicing as well as other specialized activities as dictated by the client.
Job Duties:
  • Serve as the primary liaison between mutual fund clients and financial intermediaries, supporting electronic trading and broker-dealer servicing activities.
  • Process mutual fund transactions accurately and efficiently, ensuring timely resolution of trade rejects and exceptions.
  • Manage account transfers, maintenance requests, and money movement transactions with financial institutions.
  • Conduct research and problem resolution for complex transaction and client servicing issues.
  • Provide exceptional customer service to both internal partners and external clients.
  • Monitor daily operational activity to ensure compliance with client and regulatory requirements.
  • Collaborate with internal teams to support fund operations and maintain service quality standards.
  • Participate in special projects and process improvement initiatives to enhance efficiency and client experience.
  • Support Closed-End Fund trading and servicing activities as required.
  • Assist with Exchange Traded Fund (ETF) servicing and related operational functions.
  • Maintain accurate records and documentation to support audit, compliance, and operational requirements.
  • Build strong relationships with clients, intermediaries, and business partners while delivering high-quality service.

Basic Qualifications:
  • Bachelor's degree in accounting or finance, or equivalent work experience
  • One to two years of related work experience

Preferred Skills/Experience:
  • Three or more years of finance, accounting or reconcilement experience
  • Intermediate knowledge of financial industry
  • Familiarity with Mutual Fund systems and processes
  • Strong customer service skills
  • Ability to plan and prioritize multiple processes effectively with strong attention to detail
  • Ability to identify and resolve/escalate problems with minimal guidance
  • Strong written and verbal communication skills
  • Strong computer navigation skills using a variety of software packages including Microsoft Office applications

This role requires working from a U.S. Bank location three (3) or more days per week. The position is Monday through Friday from 7am to 4 pm.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
  • 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

Review our full benefits available by employment status here.
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.
E-Verify
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: $60,435.00 - $71,100.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

Social media

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