This role provides hands-on experience with a focus on products, systems and client service, which begins with extensive training and mentoring with an experienced employee. Mutual Fund Services Representatives learn to provide our clients with a superior service experience while obtaining FINRA Securities Industry Essentials (SIE), Series 7 & 66 licenses. After 15 months, Mutual Fund Services Representatives have the potential to advance their careers within various areas of the firm.
Qualifications and Skills:
- Strong communication, problem-solving and organizational skills, and desire to assist customers via telephone in a professional manner
- Strong interest in learning about the financial services industry
- Precision and accuracy for data entry and trade processing
- Ability to meet the changing needs of a call center
Mutual Fund Services Representative Program Testimonials:
Regional Business Development Associate
"Starting in the Mutual Fund Services role was a great way to transition from being in college. We were in training for six weeks together and it was basically like going to class with all these people. Because of the comradery, it was really a team effort because we all struggled with the same things and we could help pick each other up."
Senior Institutional Operations Specialist
"Eaton Vance is a very welcoming environment, especially when you’re willing to learn; to take in what someone is saying and communicate with them so that they understand that you are truly listening. It’s wonderful to have a family corporate culture. This role exposes you to different paths and opens up your mind to what is going on around the firm."
Chief Administrative Officer
"My Mutual Fund Services starting position gave me a fundamental background and understanding of the asset management business that I still reference today in my job, 18 years later. Having to resolve new issues everyday gave me excitement and was the basis for the passion I have for my job and for this business. I really think those that start on this team are our strongest employees."
Manager, Internal Consultants
"It’s hard to believe that more than 10 years have passed since I started working at Eaton Vance in Mutual Fund Operations. This role taught me the skills necessary to provide proper service to our clients and is the soul of my career. Where I am today, without question, is due to the time I spent in Operations."
"I cannot emphasize enough how beneficial it was to start my financial services career as a Mutual Fund Services Representative. After interning in financial services for three years, I knew I wanted to eventually be in more of a client-facing role full time. The Mutual Fund Services Representative role was a perfect hybrid of customer service training and sales development. "