Analyst - Fund Services Operations Representative
About The Position
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 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. 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 July 2026.
Requirements
- 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 role
- BS/BA degree preferred
- Successful candidates will possess strong communication, problem solving, and organizational skills
- The desire to assist customers via telephone in a professional manner
- A 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)
Nice To Haves
- FINRA licenses preferred within first year: SIE, 6 or 7, and 63
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
