Analyst - Fund Services Operations Representative Job Boston area,Massachusetts USA,Finance & Banking

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 the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

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…

Position start date January 2027.

What you’ll do in the role:

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

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
Computer experience preferred (MS, Word, Excel, and PowerPoint)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs,…