Specialist, Retail Service Center

ENGINEERINGUK; Boston (MA); Hybrid; USD 50,000 - 80,000; Full time

Job summary

A forward-thinking company seeks a Specialist to enhance client experiences in the financial sector. This role involves responding to inquiries, assisting customers with navigation, and ensuring quality service delivery. The ideal candidate will thrive in a fast-paced environment, possess excellent communication skills, and have a strong customer service orientation. Join a dynamic team dedicated to financial well-being and enjoy a range of benefits, including flexible time off and support for working parents. This is an exciting opportunity to grow within a collaborative environment while making a significant impact.

Benefits

Retirement Plans

Tuition Reimbursement

Healthcare

Flexible Time Off

Support for Working Parents

Qualifications

• Interest in learning about the mutual fund industry; some industry knowledge is a plus.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Respond to inquiries regarding account status and fund operations.
• Assist customers with website and voice response system navigation.
• Support ad-hoc projects assigned by supervisors.

Skills

Verbal Communication

Written Communication

Customer Service

Multitasking

Education

Bachelor's Degree

Job description

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View more categories | View less categories | Sector: Retail and Wholesale | Role: Specialist | Contract Type: Permanent | Hours: Full Time

About this role

About BlackRock

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.

About Client Experience

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across four key pillars:

1. Client Experience Delivery, client-facing teams orchestrating all aspects of service delivery and onboarding teams bringing new business onto our platform.
2. Wealth, differentiated capability for both Whole Portfolio and Wealth clients & products.
3. Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence globally.
4. Client Experience Transformation, accelerating progress via research, insights, analytics, marketing, and change management.

Team Overview

The Retail Service Center provides client service support for BlackRock-affiliated U.S. Financial Advisors, U.S. Retail shareholders, and Institutional clients holding mutual funds, including assistance with BLK employee accounts related to mutual funds. Supported products include open-end mutual funds, certain iShares, and closed-end funds.

Role Responsibilities

• Respond to inquiries regarding account status, fund operations, and BlackRock products.
• Assist customers with website and voice response system navigation.
• Partner within Shareholder Services to ensure quality standards and smooth operations.
• Process telephone transactions via online transfer agency system.
• Support report distribution, account research, respond to written inquiries, and assist other departments.
• Support ad-hoc projects assigned by supervisors.

Experience

• Bachelor's degree preferred.
• Interest in learning about the mutual fund industry; some industry knowledge is a plus.
• Ability to work effectively in a fast-paced environment, multitask, and meet deadlines.
• Excellent verbal and written communication skills.
• Strong customer service orientation.
• Team player with a flexible demeanor.

Note: For Boston, MA, the salary range is USD$0.00 - USD$0.00, with eligibility for bonuses and benefits. BlackRock follows a pay-for-performance philosophy.

Our Benefits

We offer a wide range of benefits including retirement plans, tuition reimbursement, healthcare, support for working parents, and Flexible Time Off (FTO).

Our Hybrid Work Model

Employees are required to work at least 4 days in-office per week, with flexibility to work from home 1 day. Some roles may require more in-office presence. This model supports collaboration and onboarding.

About BlackRock

Our mission is to help people achieve financial well-being. We serve diverse clients and are committed to creating an inclusive environment. Visit our social channels for more info.

BlackRock is an equal opportunity employer and provides accommodations for disabilities. For inquiries, contact [e-mail].