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Job Title:
Client Service or Processing Specialist - Summer/Fall 2008
Description:
Putnam Investments Internship
Job Title:Client Service or Processing Specialist Programs
Location: Putnam Investments, Franklin, MA
Compensation: $12.00/hr (training included)
Candidates:Undergraduates (All Business Majors)
Start Date: The training program hours have not
been finalized at this time. Training will start
in June, 2008. Expectations are that students
will train throughout the summer and continue
their employment through the fall semester. The
program is not for Summer employment only.
How students will be evaluated:
Students will be evaluated based on their
interest to learn, adherence to Putnam's policies
and procedures, and on the quality of service
they provide to our clients. Additional
requirements will be provided by the student's department advisor.
Internship Opportunities Available:
Client Service Specialist:
• Students will answer and respond appropriately
to product, procedural, and operational inquiries
from incoming shareholder/broker calls. Inform
customers about Putnam's products and services
and associated legal requirements.
• Initiate follow-up calls to
shareholders/brokers on pending and completed
operational issues within company
standards. Strive to improve the quality of
calls through interaction with supervisors and quality call training sessions.
• Remain abreast of changes in Putnam's products
and services, procedures, company policy and
legal requirements through independent reading
and training. Students will greatly enhance
their verbal and written communication skills.
• Communicate effectively and professionally
in both written and verbal communication.
Processing Specialist:
• Students will be responsible for interpreting
and processing all financial and non-financial
requests received from clients.
• Students will use analytical data entry skills
to accurately and efficiently ensure the client's
needs are met or exceeded while in compliance
with all Putnam policies and
procedures. Complete developmental programs,
departmental testing, and required industry
training within specified guidelines.
• Remain abreast of changes in Putnam's products
and services, procedures, company policy and
legal requirements through independent reading and training.
Interested students should forward their resume or contact for further details:
Brian Pelczarski (Supervisor)
Opportunity Type:
Job
Contact:
<http://umassd.erecruiting.com/er/cso/opportunities//er/cso/employer/contact_profile.jsp?contact_hnd=27364694>Brian
Pelczarski
Status:
Part-time
Job Locations:
franklin, MA
Job Function:
Customer Service, Finance, Management, Marketing
Period of Employment:
Fall, Summer
Compensation Type:
Paid
