Director (avp) - Fund Services Call Center Operations Supervisor

Morgan Stanley

Boston, United States
Base: $80,000 - $115,000 py; bonus/equity: not spe...
On-site
Oversee mutual fund services call center functions
Exceptional service to mutual fund clients
Manage direct reports and team development
Serve as the primary supervisor within specific line or project area with accountability to associated risks

Job Summary

  • Serve as the primary supervisor within specific line or project area with accountability to associated risks.
  • Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments.
  • Evaluate call quality, and monitor service levels, workloads, and staffing schedules to ensure optimal service delivery.

Matching Summary

Serve as the primary supervisor within specific line or project area with accountability to associated risks.

Salary

Base: $80,000 - $115,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Oversee Mutual Fund Services call center functions
  • Exceptional service to mutual fund clients
  • Manage direct reports and team development
  • Evaluate call quality and monitor service levels
  • Handle escalated shareholder and intermediary requests

Nice-to-have

  • Lead by example and adapt management style
  • Challenge the status quo and raise concerns
  • Pitch communication appropriately and listen actively
  • Embrace firm's core values and act as role model

Key Requirements

  • FINRA licenses preferred within first year: SIE and Series 7
  • Excellent problem-solving and decision-making abilities
  • Ability to manage multiple priorities in a fast-paced environment
  • At least 4 years relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter