Base: $60,000 - $65,000 py; bonus/equity: not spec...
Hybrid
Respond to account and product inquiries
Process transactions and tasks
Provide in-depth fund information
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
Job Summary
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.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
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.
Salary
Base: $60,000 - $65,000 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Respond to account and product inquiries
Process transactions and tasks
Provide in-depth fund information
Update Client Relationship Management system
Adhere to a structured schedule
Nice-to-have
Build trust and innovate teamwork
Embrace Firm's core values
Desire to assist customers professionally
Interest in Financial Services industry
Accept and respond to feedback
Key Requirements
0-2 years' relevant experience
BS/BA degree preferred
FINRA licenses preferred within first year
Strong communication, problem solving, organizational skills