Specialist – Retail Service Center
| Company | BlackRock |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree preferred
- Desire to learn mutual fund industry from ground up (some knowledge of industry is a plus)
- Ability to effectively work in a fast paced environment, multi-task, and meet deadlines
- Excellent verbal and written communication skills
- Strong customer service orientation
- Ability to interact as a team member and maintain a flexible demeanor
Responsibilities
- Respond to telephone inquiries regarding account status (i.e. account balances, trade / maintenance history, etc.), legal requirements, fund operations, and information on BlackRock products such as service options, fund performance, pricing, yields, portfolio characteristics, historical figures, tax implications, and other mutual fund specific information.
- Assist customers with accessing and navigating the website and voice response unit.
- Partner with others within the Shareholder Services area to meet departmental quality standards and ensure a smooth flow of operation.
- Process telephone transactions as requested by shareholders or their representatives using the on-line transfer agency system.
- Actively support report distribution, account research using various resources, respond to written customer inquiries, and assist other departments.
- Run ad-hoc projects assigned by supervisors
Preferred Qualifications
- Bachelor’s degree preferred