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Mutual Fund Representative Jobs (NOW HIRING)

Amicis Global

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: Columbus, OH Duration: 12 Months Candidates must be ... Troubleshoot live mutual fund order entry and trade adjustment inquires * Able to assist the field ...

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

Edison, NJ · Hybrid

... mutual fund industry and their client's expectations and strategic goals. U.S. Bancorp Fund ... Manage challenging client relationships and/or fund structures. Participate and represent the ...

US Bank

Mutual Funds Relationship Manager

Irvine, CA · Hybrid

... mutual fund industry and their client's expectations and strategic goals. U.S. Bancorp Fund ... Manage challenging client relationships and/or fund structures. Participate and represent the ...

US Bank

Mutual Funds Relationship Manager

Tempe, AZ · Hybrid

... mutual fund industry and their client's expectations and strategic goals. U.S. Bancorp Fund ... Manage challenging client relationships and/or fund structures. Participate and represent the ...

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Mutual Fund Representative information

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$32

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How much do mutual fund representative jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for mutual fund representative in the United States is $32.05, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $40.14 per hour, depending on experience, location, and employer.

What is a mutual fund representative?

Mutual fund representatives are financial professionals who help clients buy, sell, and manage investments in mutual funds. They provide information about different funds, explain investment options, and assist with the paperwork required to open or manage mutual fund accounts. Mutual fund representatives may also offer guidance based on clients’ financial goals and risk tolerance, though they typically cannot provide detailed, personalized financial planning unless properly licensed. They usually work for investment firms, banks, or mutual fund companies and must be registered with regulatory bodies, depending on the country.

What are the key skills and qualifications needed to thrive as a mutual fund representative?

To thrive as a Mutual Fund Representative, you need a solid understanding of financial products, investment strategies, and regulatory compliance, typically backed by a relevant degree and licensing such as FINRA Series 6 or 7. Familiarity with financial planning software, CRM systems, and mutual fund analysis tools is essential for daily operations. Exceptional interpersonal skills, active listening, and the ability to build client trust set top representatives apart. These skills are crucial for delivering sound investment advice, ensuring regulatory adherence, and cultivating lasting client relationships.

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

Mutual Fund Representatives often encounter challenges such as explaining complex investment products to clients with varying levels of financial knowledge and navigating fluctuating market conditions. Success in this role requires strong communication skills, adaptability, and staying current with financial market trends. Effective representatives build trust by providing clear, tailored advice and maintaining transparent communication, especially during periods of market volatility. Ongoing professional development and collaboration with colleagues in compliance, research, and client services can also help address these challenges and enhance client satisfaction.

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

AspectMutual Fund RepresentativeFinancial Advisor
CertificationsSeries 6 or 7, FINRA registrationSeries 7, 66, CFP (optional)
Work EnvironmentFinancial firms, banks, brokeragesIndependent or firm-based, client offices
Job FocusPromoting mutual funds and investment productsHolistic financial planning and advice

Mutual Fund Representatives primarily sell mutual funds and related investment products, often working within financial firms. Financial Advisors provide broader financial planning services, including investments, retirement, and estate planning. While both roles require securities licenses, Financial Advisors typically have more comprehensive certifications and offer personalized advice beyond mutual funds. Understanding these differences helps clients choose the right professional for their financial needs.

How much do mutual fund representatives make?

Mutual fund representatives typically earn a median annual salary of around $60,000 to $70,000, with earnings varying based on experience, location, and sales performance. Many also receive commissions or bonuses based on client assets and sales targets, which can significantly increase total compensation.

How much does a mutual fund representative make?

A mutual fund representative's average salary varies by experience and location but typically ranges from $40,000 to $70,000 annually. Experienced representatives with certifications and strong client portfolios can earn higher commissions and bonuses, increasing total compensation.

How to become a mutual fund representative?

To become a mutual fund representative, you typically need to obtain a securities license such as the Series 6 or Series 7, which requires passing an exam administered by the Financial Industry Regulatory Authority (FINRA). Additionally, employers often require a background check and relevant financial knowledge or experience. Continuing education and licensing renewal are also necessary to maintain the credential and stay compliant with industry regulations.
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What states have the most Mutual Fund Representative jobs?

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

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

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

Mutual Fund Representative jobs near you
Infographic showing various Mutual Fund Representative job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $66,670 per year, or $32.1 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

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

U.S. Bank rating

8.1

Company rating: 8.1 out of 10

Based on 364 frontline employees who took The Breakroom Quiz

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

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