Internal Support Specialist/Representative Internal Support Specialist/Representative …

Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Internal Support Specialist/Representative
Internal Specialist Support Representative Boston, MA Office/en-US/Professional/job/Boston-MA-Office/Internal-Specialist-Support-Representative_JR003766/apply

By joining Eaton Vance, youll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

Responsible for supporting sales efforts of Internal and External Strategy Specialists for the firms high net worth sales team. This includes assisting with analysis requests, helping financial advisors fill out paperwork, providing client service support, and picking up the group telephone line for excess calls that come in.

Primary Responsibilities:

  • Run transition and hypothetical analyses for use with financial advisors selling Eaton Vance products.
  • Become proficient in filling out paperwork for the teams entire product suite. This includes having a working knowledge on trusts and different types of entities.
  • Assist in onboarding of new clients into the various investment vehicles the team covers (separately managed accounts, option overlay programs and private placements).
  • Update and maintain SalesPage (CRM) as needed.
  • Master proprietary software applications to be able to pull data for ongoing client servicing.
  • Pick up the groups telephone line and triage calls to the appropriate individuals.

Job Requirements:

  • Bachelors degree or equivalent preferred.
  • Minimum one year of sales and/or leadership experience or FINRA Series 6 & 63 licenses.
  • Obtain FINRA Series 7 or 66 as required.
  • Strong communication, sales ability, and presentation skills.
  • Must be extremely motivated and have demonstrated sales success.
  • Must be very comfortable with technology.
  • Team player, shows initiative/resourcefulness, actively seeks opportunities to make a contribution.
  • Able to learn quickly, retain knowledge and information
  • Ability to work in fast paced environment
  • Be able to multitask and prioritize different projects

This policy applies to Eaton Vance Corp. and all subsidiary companies (the Company).

The Company 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, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Eaton Vance also prohibits discrimination based on the perception that a person 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 the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

Posted 3 Days AgoFull timeJR003766

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.     

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.