Investor Services Center Specialist

Learn more about BlackRock


Investor Services Center Specialist

Boston, MA
Full Time
  • Responsibilities

    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.

    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.

    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
  • Qualifications

    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
  • 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
  • Industry
    Financial Services
  • Fun Fact
    We offer a fun, entrepreneurial culture you wouldn’t typically find at a financial services company. You can even wear jeans to work!
  • About Us

    BlackRock’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 December 31, 2019, the firm managed approximately $7.43 trillion in assets on behalf of investors worldwide.