Morgan Stanley 2022 Eaton Vance Mutual Fund Services Representative - June (Boston)

2022-03-07 Morgan Stanley Morgan Stanley

Bachelor's Degree

Basic Purpose

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 force.

Primary Responsibilities

  • 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 force
  • 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

Job Requirements

  • BS/BA degree preferred.
  • FINRA license requirements within the first year:  SIE, 6 or 7, and 63 or 66.
  • 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)
Full Time Analyst
Full Time Analyst

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