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Mutual Fund Services Representative - Eaton Vance, Marlborough, MA

Basic Purpose:

 

Respond to account and product inquiries from shareholders and registered representatives regarding mutual fund accounts and Calvert investment products. Provide administrative support as needed. This role will be located in our Marlborough, Massachusetts office.

 

Primary Responsibilities: 

·         Provide information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by Calvert and operational procedures

·         Provide in-depth fund information to shareholders and registered representatives

·         Work as part of a team offering superior customer service to our clients

·         Update our Client Relationship Management system to identify key contacts and maintain client contact information as necessary

·         Participate in various departmental projects as needed

·         Analyze and diagnose problems while coordinating with other individuals to reach a resolution

·         Remain current on economic events,  Calvert corporate actions and department specific topics

·         Support administrative tasks as assigned

·         Other duties as assigned

 

Job Requirements

·         BS/BA degree preferred.

·         1 year or more experience in financial services preferred

·         Required to obtain FINRA Series 6 & 63 licenses within 9 months of start date

·         Successful candidates will possess strong communication, problem solving, and organizational skills

·         The desire to assist customers via telephone in a professional manner

·         A strong interest in the Financial Services industry

·         Precision and accuracy skills for data entry and trade processing

·         Ability to accept and respond to suggestions for improvement delivered in regularly scheduled performance feedback sessions


Eaton Vance is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, genetic information, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service status, gender, gender identity, registered domestic partner status, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Eaton Vance, and prohibits unlawful discrimination by any employee of Eaton Vance, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.