Analyst - Fund Services Operations Representative

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. They are seeking a Fund Services Representative in Investment Management Operations to respond to account and product inquiries regarding mutual fund accounts and provide administrative support to their sales forces.ResponsibilitiesProcess transactions/tasks within coverage areaRespond to client requests with accuracy and speed, ensuring compliance with all policies and proceduresFollow escalation framework, taking responsibility for identifying, escalating and preventing issuesRaise issues, question others and offer solutions/ideasProvide information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by Eaton Vance and operational proceduresProvide in-depth fund information to shareholders and registered representativesWork as part of a team offering superior customer service to our clients while also supporting our internal and external sales forcesUpdate our Client Relationship Management system to identify key contacts and maintain client contact information as necessaryParticipate in various departmental projects as neededAnalyze and diagnose problems while coordinating with other individuals to reach a resolutionRemain current on economic events, Eaton Vance corporate actions and department specific topicsSkillsAbility to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environmentUnderstanding of business area supported, client requirements, and importance of not compromising control to comply with client requestsCulture carrier across Operations, embracing the Firm's core valuesAt least 0-2 years' relevant experience would generally be expected to find the skills required for this roleSuccessful candidates will possess strong communication, problem solving, and organizational skillsThe desire to assist customers via telephone in a professional mannerA strong interest in the Financial Services industryPrecision and accuracy skills for data entry and trade processingAbility to accept and respond to suggestions for improvement delivered in regularly scheduled performance feedback sessionsAbility to work independently and within a team atmosphereAbility to adhere to a structured schedule and meet the changing needs of a call centerCommitment of 15 months in the call centerBS/BA degree preferredFINRA licenses preferred within first year: SIE, 6 or 7, and 63Computer experience preferred (MS, Word, Excel, and PowerPoint)BenefitsCommission earningsIncentive compensationDiscretionary bonusesOther short and long-term incentive packagesOther Morgan Stanley sponsored benefit programsCompany OverviewMorgan Stanley is a financial services company that offers securities, asset management, and credit services. It was founded in 1935, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.morganstanley.com.



Apply To This Job