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. They are seeking a Fund Services Representative in Investment Management Operations to respond to account and product inquiries regarding mutual fund accounts and provide administrative support to their sales forces.
Responsibilities
- Process transactions/tasks within coverage area
- Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures
- Follow escalation framework, taking responsibility for identifying, escalating and preventing issues
- Raise issues, question others and offer solutions/ideas
- Provide information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by Eaton Vance and operational procedures
- Provide in-depth fund information to shareholders and registered representatives
- Work as part of a team offering superior customer service to our clients while also supporting our internal and external sales forces
- 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
- Remain current on economic events, Eaton Vance corporate actions and department specific topics
Skills
- 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
- 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
- BS/BA degree preferred
- FINRA licenses preferred within first year: SIE, 6 or 7, and 63
- Computer experience preferred (MS, Word, Excel, and PowerPoint)
Benefits
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Other Morgan Stanley sponsored benefit programs
Company Overview
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