Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset ManagementIndustries
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 Monday through Friday (shifts are 8:00am ET - 5:00pm ET and 9:00am ET - 6:00pm ET), including limited overtime when vital
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 other teams across the firm 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 (transactions include but are not limited to redemptions, exchanges, adjustments, and account maintenances); check work to ensure accuracy of transactions
Actively support report distribution, account research using various resources, respond to written customer inquiries, and assist other departments