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Eaton Vance

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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.

Available Positions and Requirements:

Calvert Mutual Fund Services Representative

  • 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
  • Ability to work independently and within a team atmosphere
  • Ability to adhere to a structured schedule and meet the changing needs of a call center
  • Computer experience preferred (MS, Word, Excel, and PowerPoint)

Internal Wholesaler

  • Bachelor’s degree preferred.
  • Minimum of 2 years of related industry experience preferred.
  • FINRA Series 6 & 63 licenses required and mutual fund/investment sales experience preferred.  
  • FINRA Series 7 & 65 or 66 licenses required after start date.  Time frame will be determined once hired.
  • Must meet required outbound call/contact activity levels as set by Manager.
  • Strong computer skills: MS Word, Excel, and PowerPoint.
  • Excellent verbal and written communication skills.
  • Must be a self starter and demonstrate a passion for sales.

Mutual Fund Services Representative

  •  BS/BA degree preferred.
  •  Required to obtain FINRA Series 7 & 63 licenses within 9 months of start date
  • Successful candidates will possess strong communication, problem solving, and organizationalskills
  •  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 scheduledperformance feedback sessions
  • Ability to work independently and within a team atmosphere
  • Ability to adhere to a structured schedule and meet the changing needs of a call center
  •  Computer experience preferred (MS, Word, Excel, and PowerPoint)

For more openings at Eaton Vance, CLICK HERE