Fund Services Ops Analyst: Client & Trade Support

Morgan Stanley; Boston (MA); Sur place; USD 60 000 - 65 000; Plein temps

Résumé du poste

Morgan Stanley, in Investment Management Operations, seeks an Analyst level Fund Services Representative to respond to shareholder and registered representative inquiries about mutual funds and Eaton Vance products. You will support transactions, maintain client contacts in CRM, and assist sales teams.

The role emphasizes accurate data handling, adherence to policies, and collaboration within a team focused on customer service and operational excellence. Strong communication skills are essential.

Qualifications

• Strong communication, problem solving and organizational skills required.
• Data entry accuracy and attention to detail.
• Interest in financial services and ability to work in a team.

Responsabilités

• Process transactions and tasks within coverage area.
• Respond to client requests with accuracy and speed while following policies.
• Follow escalation framework and identify and resolve issues.
• Provide fund information to shareholders and registered representatives.
• Update CRM and support internal and external sales forces.
• Participate in department projects as needed.

Connaissances

Communication

Problem solving

Organizational skills

Data entry

Formation

BS/BA degree preferred

Outils

MS Word

MS Excel

MS PowerPoint

Description du poste

Morgan Stanley, in Investment Management Operations, seeks an Analyst level Fund Services Representative to respond to shareholder and registered representative inquiries about mutual funds and Eaton Vance products. You will support transactions, maintain client contacts in CRM, and assist sales teams.

The role emphasizes accurate data handling, adherence to policies, and collaboration within a team focused on customer service and operational excellence. Strong communication skills are essential.