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Business Development Associate

2 months ago

Milwaukee, Wisconsin, United States U.S. Bancorp Full time

**Job Summary**

As a Customer Relationship Associate at U.S. Bancorp, you will play a critical role in analyzing and processing complex mutual fund transaction requests for mutual fund companies and their shareholders. Your responsibilities will include:

  • Processing new account set ups, purchases, redemptions, exchanges, and account maintenance with precision and accuracy.
  • Providing exceptional customer service and support to mutual fund companies and their shareholders.
  • Collaborating with internal teams to ensure seamless transaction processing and resolution of any issues that may arise.

**Key Responsibilities**

• Analyze and process complex mutual fund transaction requests

• Provide exceptional customer service and support

• Collaborate with internal teams to ensure seamless transaction processing

• Resolve any issues that may arise during transaction processing

**Requirements**

• Strong analytical and problem-solving skills

• Excellent communication and customer service skills

• Ability to work in a fast-paced environment and prioritize multiple tasks

• Strong attention to detail and accuracy