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Mutual Fund Customer Service Representative Jobs

US Bank

Mutual Funds Relationship Manager

Irvine, CA · 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 ...

Customer Care Expertise LLC

Customer Service Representative

$16.50 - $22.25/hr

Customer Service Representative Position- Fully Remote Our customer service representative, or CSR, will act as a connection, providing product/services information and resolving developing problems ...

US Bank

Fund Administration Senior Analyst

Tempe, AZ · On-site

Helping the customers and businesses we serve to make better and smarter financial decisions and ... S. Bank Global Fund Services is seeking future team members for the roles of Fund Administrator 3 ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and ... Background in insurance and financial services cross-selling. Benefits Base salary: $60,000-$75,000 ...

US Bank

Fund Administration Senior Analyst

New York, NY · On-site

Helping the customers and businesses we serve to make better and smarter financial decisions and ... S. Bank Global Fund Services is seeking future team members for the roles of Fund Administrator 3 ...

Nashville Toyota North

Customer Service Rep

Madison, TN · On-site

$17/hr

Customer Service Rep at Nashville Toyota North Are you an administrative professional looking for ... Christmas fund program, a Christmas party, and opportunities for advancement through internal ...

villaradf

Customer Service - Representative

Mcclellan, CA · On-site

$16.50 - $22.50/hr

Position Overview The Customer Service Representative (CSR) is the first point of contact for ... Resolve customer issues to mutual satisfaction, escalating as needed while maintaining ...

villaradf

Customer Service - Representative

Mcclellan, CA · On-site

$16.50 - $22.50/hr

Position Overview The Customer Service Representative (CSR) is the first point of contact for ... Resolve customer issues to mutual satisfaction, escalating as needed while maintaining ...

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Mutual Fund Customer Service Representative information

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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.

Customer Service Representative

Saint Petersburg, FL • On-site

VentureTech Solutions
See more jobs at VentureTech Solutionsexternal

$15.25 - $20.75/hr

Full-time

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

Job description

Position: Customer Service Representative
Schedule is Monday - Thursday 9am-5:30pm, Friday 8:30-5pm
Summary for Customer Service Representative
Work with the clients and mutual creditors of Consolidated Credit Solutions in the areas of consumer credit and personal finance. Consolidated Credit, a non-profit organization, is a 30-year industry leader providing financial counseling and debt management services nationwide.
Consolidated Credit works with consumers and their creditors to lower interest rates, lower monthly payments to help clients get out of debt faster. You can be part of this team working in a fast paced, multi-channel contact center and make a difference every day.
Role Description for Customer Service Representative
As a Customer Service Representative, you will interact with clients and creditors via phone calls, chats, emails and portal communication assisting them with their questions and providing solutions to any problems they may encounter.
What to Expect:
  • Processing caller requests.
  • Helping callers understand account information.
  • Providing issue resolution.
  • Send educational material that are responsive to our callers' needs.
  • Resolves all follow-up items, including issues related to delinquencies, payoffs and refunds.
  • Resolve creditor & or caller inquiries by making outbound calls.
  • Any other tasks as assigned by the Supervisor.
  • Handle Customer Service issues for clients.
  • Paid Training

Minimum Requirements for Customer Service Representative
  • High School diploma or equivalent
  • Strong people skills and be able to communicate effectively
  • Knowledge and use of PC Systems and MS Office applications is a must
  • Ability to work independently
  • Self-motivated, willingness to constantly improve
  • Attention to detail and be able to multi-task and prioritize work on a daily basis
  • This position is in office
  • Bilingual French a plus

By submitting your interest in this position, you provide your written express consent and agree that VentureTech Solutions may contact you regarding employment opportunities using autodialing, text and pre-recorded messaging for convenience via telephone, mobile device (including SMS and MMS - charges may apply depending on your carrier, not by us, messaging frequency varies; text STOP to cancel), even if your telephone number is currently listed on any internal, corporate, state or federal Do-Not-Call list. VentureTech Solutions, LLC provides recruitment services for Consolidated Credit and Alpha Staffing & Employment Leasing.
Keywords: Customer Service, Client Services, Call Center Representative, Customer Service, Client Services, Call Center Representative, Customer Service, Client Services, Call Center Representative, Customer Service, Client Services, Call Center Representative

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