Fund Services Operations Analyst: Client & Transaction Support

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

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.