Fund Services Ops Analyst — Client Support & Transactions

474 MS Services Group, Inc.; Boston (MA); Sur place; USD 60 000 - 65 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication skills

Problem solving

Organizational skills

Teamwork

Independence

Formation

BS/BA degree preferred

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

Outils

MS Office

Description du poste

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.