ZipRecruiter

Log In

1

Mutual Fund Customer Service Representative Jobs

SET SEG

Customer Service Representative

East Lansing, MI · On-site

$15.25 - $20.50/hr

... Fund. This position provides exemplary support and assistance to external clients (i.e. members ... in mutual respect, where you can learn from different perspectives and roles. Primary ...

SET SEG

Customer Service Representative

East Lansing, MI · On-site

$15.25 - $21/hr

... Fund. This position provides exemplary support and assistance to external clients (i.e. members ... in mutual respect, where you can learn from different perspectives and roles. Primary ...

SET SEG

Customer Service Representative

East Lansing, MI · On-site

$15.25 - $21/hr

... Fund. This position provides exemplary support and assistance to external clients (i.e. members ... in mutual respect, where you can learn from different perspectives and roles. Primary ...

Calamos Investments

$125K - $145K/yr

... mutual funds, ETFs, closed-end funds, interval funds, private funds, and UCITS funds. Clients ... Work with service providers, internal team members, and other Calamos departments to resolve ...

KPMG

Senior Associate, Mutual Fund Tax

Boston, MA · On-site

$88K - $109K/yr

KPMG is currently seeking a Senior Associate to join our Business Tax Services practice ... A minimum of three years of experience of mutual fund tax * BS/BA degree in accounting/finance or ...

Waste Connections Inc

$20/hr

Groot is looking for a Customer Service Representative to join the team in Elk Grove Village, IL ... Relief Fund * Insurance: Life, Short Term/Long Term Disability Waste Connections is an equal ...

Waste Connections of Canada

$20/hr

Groot is looking for a Customer Service Representative to join the team in Elk Grove Village, IL ... Relief Fund * Insurance: Life, Short Term/Long Term Disability Waste Connections is an equal ...

Career Launch AI

Fund Valuation Specialist

Manhattan, NY · On-site

$140K - $185K/yr

New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer) About This Posting This represents a sample Fund Valuation ...

US Bank

Mutual Funds Relationship Manager

New York, NY · Hybrid

Helping the customers and businesses we serve to make better and smarter financial decisions and ... S. Bancorp Fund Services (USBFS) Relationship Managers are viewed as trusted advisors and we work ...

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsAccounting JobsAccountant JobsMutual Fund Customer Service Representative Jobs

Mutual Fund Customer Service Representative information

See salary details

$9

$18

$26

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

As of Sep 11, 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, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Senior Manager, Mutual Fund Tax

Philadelphia, PA

KPMG
See more jobs at KPMGexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Key responsibilities

  • Build and manage client relationships while managing a portfolio of large clients.

  • Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations.

  • Oversee risk and financial performance of engagement, including billing, collections, and budgeting.

Job description

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm

KPMG is currently seeking a Senior Manager to join our Business Tax Services practice.

Responsibilities:
  • Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
  • Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
  • Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients
  • Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects
  • Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team
  • Act as a coach and mentor to other tax professionals
Qualifications:
  • Minimum eight years of recent experience in mutual fund tax
  • Bachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
  • Prior experience in Mutual Fund and/or investment partnership
  • Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1
  • Strong verbal and written communication skills, with the ability to articulate complex financial information
  • Experience managing multiple client engagements and client service teams
KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.

Follow this link to obtain salary ranges by city outside of CA:
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M309B_2_26
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. 

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Apply