Director (avp) - Fund Services Call Center Operations Supervisor

Morgan Stanley

Base: $80,000 to $115,000 py; bonus/equity: commis...
Lead direct reports and career development
Manage mutual fund services call center functions
Handle escalated shareholder requests
This role serves as a primary supervisor responsible for managing internal and external client relationships while overseeing mutual fund services call center functions

Job Summary

  • This role serves as a primary supervisor responsible for managing internal and external client relationships while overseeing mutual fund services call center functions.
  • The position requires evaluating call quality, monitoring service levels, and handling complex escalated requests regarding financial transactions and account registration issues.
  • Morgan Stanley offers an environment of relentless collaboration and creative thinking with comprehensive employee benefits and opportunities for global mobility.

Matching Summary

This role serves as a primary supervisor responsible for managing internal and external client relationships while overseeing mutual fund services call center functions.

Salary

Base: $80,000 to $115,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Lead direct reports and career development
  • Manage mutual fund services call center functions
  • Handle escalated shareholder requests
  • Monitor service levels and staffing schedules
  • Ensure adequate resource coverage for BAU

Nice-to-have

  • Challenge the status quo proactively
  • Demonstrate active listening skills
  • Adapt management style to individuals
  • Embrace firm core values as culture carrier
  • Pitch communication appropriately to audience

Key Requirements

  • At least 4 years relevant experience
  • FINRA licenses preferred (SIE and Series 7)
  • Experience in Investment Management Operations

Work Rights

Not specified

Tailored Resume

Cover Letter