Analyst - Fund Services Operations Representative

Morgan Stanley

Base: $60,000 - $65,000 py; bonus/equity: not spec...
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Respond to client inquiries
Process transactions and tasks
Provide in-depth fund information
** Morgan Stanley is seeking a Fund Services Operations Representative to support investment management operations by addressing inquiries related to mutual fund accounts and Eaton Vance investment products. The role involves transaction processing, client interaction, and collaboration with sales teams, requiring strong communication and organizational skills. **

Job Summary

  • 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.
  • 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.
  • 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

Match Score: 75

** Morgan Stanley is seeking a Fund Services Operations Representative to support investment management operations by addressing inquiries related to mutual fund accounts and Eaton Vance investment products. The role involves transaction processing, client interaction, and collaboration with sales teams, requiring strong communication and organizational skills. **

Salary

Base: $60,000 - $65,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Respond to client inquiries
  • Process transactions and tasks
  • Provide in-depth fund information
  • Update Client Relationship Management system
  • Adhere to structured schedule
  • Work independently and within a team

Nice-to-have

  • Build trust and improve teamwork
  • Embrace Firm's core values
  • Create a positive work environment
  • Innovative problem solving

Key Requirements

  • 0-2 years relevant experience
  • BS/BA degree preferred
  • FINRA licenses preferred within first year
  • Strong communication skills
  • Problem solving skills
  • Organizational skills
  • Desire to assist customers via telephone
  • Interest in Financial Services industry
  • Precision and accuracy skills
  • Accept and respond to feedback
  • Computer experience preferred

Work Rights

Not specified

Tailored Resume

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