Analyst - Fund Services Operations Representative

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  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 roleBS/BA degree preferredFINRA 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 mannerA 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, they guide…