Analyst - Fund Services Operations Representative

Morgan Stanley•Boston, MA

About The Position

Morgan Stanley is seeking an Analyst-level Fund Services Representative in Investment Management Operations, within Product Support & Services. The role responds to account and product inquiries from shareholders and registered representatives about mutual fund accounts and Eaton Vance investment products, while providing administrative support to Eaton Vance's internal and external sales forces. Product Support & Services provides transaction support and manages post-execution processes. The position start date is January 2027. The representative processes transactions and tasks, responds to client requests accurately and promptly while following policies and procedures, and provides information about fund accounts, services, and operational procedures. The role also supports client relationships, maintains contact information in the Client Relationship Management system, participates in departmental projects, and coordinates with others to diagnose and resolve issues. It requires professional telephone customer service, precision in data entry and trade processing, and the ability to work independently and collaboratively in a structured call-center environment. A 15-month commitment to the call center is required.

Requirements

At least 0–2 years of relevant experience is generally expected for the skills required for this role.
Strong communication, problem-solving, and organizational skills.
Professional telephone customer-service skills and a desire to assist customers.
Strong interest in the financial services industry.
Precision and accuracy in 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 as part of a team.
Ability to adhere to a structured schedule and meet the changing needs of a call center.
Commitment to remain in the call center for 15 months.
Ability to build trust, improve teamwork and processes, and contribute to a positive work environment.
Understanding of the supported business area and client requirements, and commitment to maintaining controls when responding to client requests.
Ability to act as a culture carrier across Operations and embrace the Firm's core values.

Nice To Haves

BS/BA degree preferred.
FINRA licenses preferred within the first year: SIE, Series 6 or Series 7, and Series 63.
Computer experience preferred, including MS Word, Excel, and PowerPoint.

Responsibilities

Process transactions and tasks within the assigned coverage area.
Respond to client requests accurately and promptly, ensuring compliance with policies and procedures.
Follow the escalation framework and take responsibility for identifying, escalating, and preventing issues.
Raise issues, question others, and offer solutions or ideas.
Respond to shareholder and registered representative inquiries about mutual fund accounts, Eaton Vance services, and operational procedures.
Provide in-depth fund information to shareholders and registered representatives.
Provide customer service to clients and support internal and external sales forces.
Update the Client Relationship Management system to identify key contacts and maintain client contact information.
Participate in departmental projects as needed.
Analyze and diagnose problems, coordinating with others to reach a resolution.
Remain current on economic events, Eaton Vance corporate actions, and department-specific topics.