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 Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
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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...
What you'll do in the role:
- Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures
- Process transactions/tasks within coverage area
- Follow escalation framework, taking responsibility for identifying, escalating and preventing issues
- Raise issues, question others and offer solutions/ideas
- 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
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
Position start date July 2025.
Role is Hybrid and will require in office attendance 3 days/week after completion of training.
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries.
At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity
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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).