Analyst - Fund Services Operations Representative

Morgan-Stanley; Boston (MA); On-site; USD 60,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Fund Services Representative in Investment Management Operations in Boston. You will respond to shareholder and registered representative inquiries regarding mutual fund accounts and Eaton Vance products, while providing administrative support to sales forces.

The role emphasizes accuracy, timely responses, and adherence to policies, with opportunities to work on departmental projects and stay informed on market actions. A starting date in January 2027 is noted.

Qualifications

• 0-2 years relevant experience preferred.
• FINRA licenses preferred within first year (SIE, 6/7, 63).
• Strong communication, problem solving and organizational skills.

Responsibilities

• Respond to shareholder and registered representative inquiries with accuracy and speed.
• Process transactions and support post-execution procedures.
• Update CRM with key contacts and client information.
• Collaborate with internal/external sales teams to support client needs.
• Participate in departmental projects and stay current on market events.

Skills

Communication skills

Problem solving

Organizational skills

Education

BS/BA degree

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 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 topicsWhat you'll bring to the role:Ability 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 roleBS/BA degree preferredFINRA licenses preferred within first year: SIE, 6 or 7, and 63Successful 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 centerComputer 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 .