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BlackRock Investor Services Representative Specialist - BOS | BlackRock in Boston, Massachusetts

Investor Services Representative Specialist - BOS | BlackRock

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Investor Services Representative Specialist – BOS

Boston, US

Investment Operations – Investments

About BlackRock

BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future.

That’s why investors of all kinds have made us the world’s largest asset manager, entrusting us with trillions of dollars, and it’s why companies, institutions and global governments come to us for help meeting their biggest financial challenges.

Job description


About this role

Investor Services Representative

Boston, MA

Want to use your diverse 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 competencies 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 passionate 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.

We know you want to feel valued every single day, and be recognized for your contribution. At BlackRock we strive to empower our employees and actively engage your involvement in our success. With over USD $6 trillion of assets we have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Come join our team and experience what it feels like to be part of an organization that makes a difference.

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 take care of issue resolution, build and maintain relationships with clients through verbal and written communications and partner with departments throughout BlackRock.


  • 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.

  • Yo 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.


  • Bachelor’s degree preferred

  • Desire to learn mutual fund industry from ground up (some knowledge of industry is a plus)

  • Ability to successfully work in a demanding environment, multi-task and work well under pressure

  • Excellent verbal and written communication skills

  • Strong customer service orientation

  • Ability to interact as a team member and maintain a flexible attitude

  • Ability to work flexible hours (shifts are 8:30am-5:30pm and 9:00am-6:00pm), including limited overtime when necessary

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.

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. As of June 30, 2019, the firm managed approximately $6.84 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit | Twitter: @blackrock at | Blog: at | LinkedIn: .

BlackRock 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.

BlackRock 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.

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Team background

BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer. We are committed to equal employment opportunity to all applicants and existing employees and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEO is the Law poster here at and its supplement here at . The pay transparency policy is available here at .

BlackRock is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.