Analyst - Fund Services Operations Representative
Core
Respond to shareholder and registered representative inquiries regarding mutual fund accounts and Eaton Vance investment products while providing administrative support to sales forces.
Role type
Analyst-level Fund Services Operations Representative
Builds
Transaction support and post-execution processes for mutual fund accounts
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
transaction processing, client inquiry response, compliance adherence, issue escalation, CRM data management, problem diagnosis, data entry accuracy, call center operations
Preferred skills
FINRA licenses (SIE, 6, 7, 63), MS Office proficiency, business process improvement
Responsibilities
Process transactions/tasks within coverage area, respond to client requests with accuracy and speed, follow escalation framework for issues, update Client Relationship Management system, analyze and diagnose problems, remain current on economic events and corporate actions
Seniority
Analyst, entry-level (0-2 years experience)