Fund Services Representative
POSTING DATE: Sep 17, 2024
PRIMARY LOCATION: Americas-United States of America-Massachusetts-Boston
EDUCATION LEVEL: Bachelor's Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst
We’re seeking someone to join our team as a Fund Services Representative in Investment Management Operations to respond to account and product inquiries from shareholders and registered representatives regarding mutual fund accounts and Eaton Vance investment products, while providing administrative support to Eaton Vance's internal and external sales forces.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Analyst level position within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…
What you’ll do in the role:
- Process transactions/tasks within coverage area
- Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures
- Follow escalation framework, taking responsibility for identifying, escalating and preventing issues
- Raise issues, question others and offer solutions/ideas
- Provide information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by Eaton Vance 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 while also supporting our internal and external sales forces
- 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, Eaton Vance corporate actions and department specific topics
What you’ll bring to the role:
- Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment
- Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values
- At least 0-2 years’ relevant experience would generally be expected to find the skills required for this role
- BS/BA degree preferred
- FINRA license requirements within the first year: SIE, 6 or 7, and 63
- 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
- Commitment of 15 months in the call center
- Computer experience preferred (MS, Word, Excel, and PowerPoint)
Position start date January 2025.
Role is Hybrid and will require in office attendance 3 days/week after completion of training.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
