Analyst - Fund Services Operations Representative

474 MS Services Group, Inc.; Boston (MA); On-site; USD 60,000 - 65,000; Full time

Job summary

Morgan Stanley in Boston seeks a Fund Services Representative to support investment management operations by handling mutual fund account inquiries and related product questions from shareholders and registered representatives.

This Analyst level role focuses on processing transactions, maintaining accurate client data in our CRM, and collaborating with internal and external sales forces while upholding strict controls and compliance standards.

Qualifications

• 0-2 years of relevant experience expected.
• FINRA licenses preferred within first year.
• Strong communication and problem-solving skills.

Responsibilities

• Process transactions and respond to client inquiries with accuracy.
• Maintain CRM data and support sales forces.
• Escalate and resolve issues following policy.
• Provide fund information to shareholders and representatives.

Skills

Communication skills

Problem solving

Organizational skills

Teamwork

Independence

Education

BS/BA degree preferred

FINRA licenses (SIE, Series 6/7, 63) preferred

Tools

MS Office

Job description

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… Position start date January 2027.

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 licenses preferred within 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)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $60,000 and $65,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.

Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.

In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.