Retail Services Representative - BOS

About this role

About BlackRock

At BlackRock we are a fiduciary to our clients, which means we look out for their best interests. Our technology and services empower millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being.

Our benefits

We are passionate about our work. But we’re also passionate about having a life. From financial wellness to personal wellness, we offer a wide variety of strong work/life support for you to achieve the highest quality of life. Some of our favorites include:

• Flexible Time Off
• Summer Fridays
• 401k matching
• Phenomenal company culture

Your team

Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaboration and accountability? Do you thrive in a data environment where analytical and problem resolution proficiencies are key? Are you looking to advance your career? Look no further. At BlackRock, we are seeking an Investor Services Representative who is curious, collaborative, analytical, and hardworking to become part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, inquisitiveness, and passion while giving you the opportunity to grow professionally and as an individual. This is a phenomenal opportunity to build your professional foundation with the support of your managers to get to the next stage of your career at BlackRock.

The Investor Services Representative will work at BlackRock’s Service Center, based in Boston. The team of Representatives is responsible for providing the highest quality customer service to shareholders, prospective shareholders, and Financial Professionals. The Service Center professionals deal with issue resolution, build and manage relationships with clients through verbal and written communications and partner with departments throughout BlackRock.

Your 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

You have…

• 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

For Boston, MA Only the salary range for this position is USD$0.00 - USD$0.00 which is the equivalent of USD$0.00 - USD$0.00 per hour. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

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