Retail Services Representative – Bos
| 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
- Ability to work flexible hours (shifts are 8:30am-5:30pm and 9:00am-6:00pm), including limited overtime when vital
Responsibilities
- You will 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.
- You will assist customers with accessing and navigating the website and voice response unit.
- You will work in conjunction with other departments within the Shareholder Services area in order to meet departmental quality standards and ensure a smooth flow of operation.
- You will process telephone transactions as requested by shareholders or their representatives using the on-line transfer agency system. Transactions include (but are not limited to) redemptions, exchanges, adjustments, and account maintenances. Check work to ensure accuracy of transactions.
- Additionally, you will work on report distribution, researching account inquiries utilizing various resources, responding to written customer inquiries, and assisting other departments.
- Run ad-hoc projects assigned by supervisors
Preferred Qualifications
- Bachelor’s degree preferred