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Specialist, Retail Service Center - BOS

Company not shown
United States  Boston, United States
Legal, English

Job Description:


About this role


(COMPANY NAME)'s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of June 30, 2023, the firm managed approximately $9.4 trillion in assets on behalf of investors worldwide!

About Client Experience

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with (COMPANY NAME), making service so simple it becomes a source of alpha. We are organized across 4 key pillars:
Client Experience Delivery- client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, Wealth- differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, Client Experience Operations- core client operations teams driving reporting, billing, and onboarding due diligence across the globe, and Client Experience Transformation- accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management.

Team Overview

The Retail Service Center sits within the CX Wealth team and provides client service support for (COMPANY NAME)-affiliated U.S. Financial Advisors, U.S. Retail shareholders, Institutional client holding mutual funds as well as assistance with BLK employee accounts specific to mutual funds. The products supported include our open-end mutual funds, certain iShares and closed-end fund products.

Role Responsibility

* Respond to telephone inquiries regarding account status (i.e. account balances, trade / maintenance history, etc.), legal requirements, fund operations, and information on (COMPANY NAME) 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 in order 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, researching account in using various resources, responding to written customer inquiries, and assisting other departments.
* Run ad-hoc projects assigned by supervisors


* Bachelor's degree preferred
* 1+ years of experience or recent graduate
* 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

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

(COMPANY NAME)'s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at (COMPANY NAME).


At (COMPANY NAME), we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on (COMPANY NAME), please visit @(COMPANY NAME) | Twitter: @(COMPANY NAME) | LinkedIn: NAME)

(COMPANY NAME) is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

(COMPANY NAME) will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law

Source: Company website
Posted on: 22 May 2024
Industry: Banking / Finance
Languages: English
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