Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Fund Services Ops Analyst: Client & Trade Support

Morgan Stanley

Morgan Stanley, in Investment Management Operations, seeks an Analyst level Fund Services Representative to respond to shareholder and registered representative inquiries about mutual funds and Eaton Vance products. You will support transactions, maintain client contacts in CRM, and assist sales teams. The role emphasizes accurate data handling, adherence to policies, and collaboration within a team focused on customer service and operational excellence. Strong communication skills are essential. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Fund Services Ops Analyst: Client & Trade Support in Boston, MA vacancy
  • Morgan Stanley in Boston seeks a Fund Services Representative to support investment management operations by handling...  ...registered representatives. This Analyst level role focuses on processing transactions, maintaining accurate client data in our CRM, and collaborating... 
    Suggested

    474 MS Services Group, Inc.

    Boston, MA
    3 days ago
  • Morgan Stanley is seeking a Fund Services Representative in Investment Management Operations in Boston. You will respond to shareholder and...  ...and Eaton Vance products, while providing administrative support to sales forces. The role emphasizes accuracy, timely responses... 
    Suggested

    Morgan-Stanley

    Boston, MA
    1 day ago
  • $65k - $95k

     ...at Masis Staffing (Fanning Personnel) Client Service Analyst Location: Newton, MA About the Opportunity...  ...exceptional client service and supporting all aspects of the firm’s operations,...  ...the Principal in portfolio monitoring, trade execution, cash flow management, and ad... 
    Suggested
    Full time

    Masis Professional Group

    Newton, MA
    1 day ago
  •  ...: 5 years' experience working in the Fund Accounting / Funds Management / Custodial Services / Investment Operations industries is...  ...solutions. As a member of the Global Client Services Team, your goal is to provide positive support outcomes for our global production... 
    Suggested

    TechDigital Group

    Boston, MA
    2 days ago
  • Fiduciary Trust Company is seeking a Client Analyst to support the Wealth Management team in Boston. You will collaborate with Investment Officers, Relationship Managers, and Client Associates to service clients and external parties, handling a range of tasks with attention... 
    Suggested

    Fiduciary Trust Company

    Boston, MA
    7 hours ago
  • $105k - $150k

     ...reference data that powers trading, portfolio management,...  ..., high-impact team supporting firmwide shared data needs...  ...FX). Contribute to the fund master function as...  ...or comparable financial services environment.3+ years management...  .... Yoh’s network of client companies has been... 
    Contract work

    Yoh

    Boston, MA
    4 days ago
  • JPMorganChase in Boston seeks a Fund Servicing Analyst to execute routine fund servicing transactions and collaborate with cross-functional teams...  ...candidate will apply active listening skills to address client needs and contribute to an evolving operating platform and NAV... 

    JP Morgan Chase

    Boston, MA
    1 day ago
  • JPMorganChase in Boston, MA is seeking a Fund Servicing Analyst to execute routine fund servicing transactions and collaborate with operations...  ...streamline processes. The role focuses on accuracy, governance, and client service while contributing to ongoing improvements. The... 

    JP Morgan Chase

    Boston, MA
    2 days ago
  • JPMorganChase is seeking a Fund Servicing Analyst to execute routine fund servicing transactions and collaborate with operations teams to improve...  ...and risk controls while developing both technical and client-facing skills. You will stay vigilant on cybersecurity, analyze... 

    JP Morgan Chase

    Boston, MA
    1 day ago
  • $90k - $110k

     ...dynamic relationships with clients, understand their...  ...welcoming, inclusive, and supportive culture to our...  ...Institutional CRM & Data Analyst to join the Distribution...  ...with Sales, Client Service, Product, Technology,...  ...Opportunity to purchase company funds with no sales charge... 
    Work at office
    Local area

    Franklin Templeton

    Boston, MA
    3 days ago
  • $105k - $115k

     ...leading electric power trading analytics software...  ...prices low, support the energy transition...  ...the modeling data service behind EnCompass,...  ...Data & Modeling Analyst you will build, validate...  ...as needed for client or team...  ...Energy encourages and funds investment in both... 
    Full time
    Work at office
    Local area
    Flexible hours

    Yes Energy

    Boston, MA
    15 days ago
  • $22 - $30.25 per hour

    Restaurant POS Service Analyst FoodTec Solutions Department Professional Services Classification...  ..., and our professional services and support teams help customers configure systems...  ...hospitality software support, implementation, or client training. What You’ll Do Serve as a... 
    Hourly pay
    Full time
    Temporary work
    Casual work
    Remote work
    Monday to Friday

    FoodTec Solutions, Inc.

    Needham Heights, MA
    1 day ago
  • $70k - $90k

     ...education, early childhood, and family support to nutrition, employment, disability, and...  ...have an opening for an Advisory Services Analyst with experience in Medicaid policy and...  ...projects requiring team leadership and direct-client contact. Candidates do not need to have... 
    Contract work
    Work experience placement
    Local area

    Mathematica, Inc.

    Cambridge, MA
    1 day ago
  •  ...success. As a leading global financial services company at the heart of the global financial...  ...technologies to collaborate with clients, driving transformative solutions that redefine...  ...new hardware and operating systems, support of existing servers and platforms, effecting... 
    Full time
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    Boston, MA
    8 days ago
  • $110k - $188.75k

    Job PurposeAlpha Data Services is a strategic component of State Street...  ...and accounting data, supporting a broad range of business functions...  ...models.The Senior Business Analyst will contribute to the growth...  ...and profitability. We keep our clients at the heart of everything we... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Boston, MA
    3 days ago
  • Job-ID: 81665Category: Production Services Infrastructure SupportLocation: Boston, MA, United...  ...technologies to collaborate with clients, driving transformative solutions that redefine...  ...new hardware and operating systems, support of existing servers and platforms, effecting... 
    Full time
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Boston, MA
    3 days ago
  •  ...provideszero trust data-centric securitysoftware& services toprotect data anytime and...  ...Infosys, andIBM. As a senior marketing data analyst, you will aggregate and perform analysis...  ...reporting, experimentation, and analysis to support performance discussions across multiple... 

    Nextlabs

    Boston, MA
    2 days ago
  • $75.5k - $151k

     ...AmericaEmployment type: RegularCategory: Client Management & SalesIndustry: Real...  ....   The Market Data Financial Analyst will be part of the Market Data Services team that manages market data...  ...We will count on you to:   Support the construction of the Market Data... 
    Minimum wage
    Contract work
    Work at office
    Local area
    Remote work
    3 days per week
    1 day per week

    Mercer Consulting

    Boston, MA
    9 hours ago
  • Boston Children’s Hospital seeks a Prospect Management Analyst to optimize CRM and enterprise data governance across fundraising operations...  ...maintain core CRM competencies, design policy documents, and support gift officers across business units to ensure data accuracy and... 

    Boston Children's Hospital

    Boston, MA
    2 days ago
  • $70k - $95k

    Senior Investor Services Analyst The Senior Investor Services analyst is an integral individual within...  ...functions to the Gen II sponsors and client service teams. Primary Responsibilities...  ...capital activity notices for sponsor funds and investors. Review and/or prepare investor... 
    Full time
    Work at office
    Remote work
    2 days per week

    Gen II Fund Services

    Boston, MA
    1 day ago
  • Walker & Dunlop is hiring for a Servicing - GSE Asset Management role in Needham, MA. The position focuses on gathering documentation, creating...  ...packages, and maintaining asset management records. You will support borrowers, lenders, and internal teams throughout loan... 
    Remote job
    Work at office

    Walker & Dunlop

    Needham Heights, MA
    3 days ago
  • $72.96k - $94.84k

     ...team within MassHousing provides strategic support to executive staff members to further...  ...positions at MassHousing require a customer service mindset, in accordance with our values:...  ...Position Description - Less Customer Service Analyst Organization: MassHousing Location:... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    2 days per week
    3 days per week

    MassHousing

    Boston, MA
    17 hours ago
  • Arise Financial is seeking a Loan Servicing Compliance Analyst in Canton, MA for a full-time professional role. You will ensure servicing activities...  ...loans meet regulatory and internal standards while supporting audits and process improvements. The ideal candidate has... 
    Full time

    Automatic Data Processing, Inc.

    Canton, MA
    4 days ago
  • $62.32k - $67.5k

     ...accommodation or an alternative application process. Loan Servicing Compliance Analyst Full Time Professional Canton, MA, US Salary Range: $62,31...  ...cause analysis and recommends appropriate corrective actions. Supports regulatory reporting, audits, examinations, compliance... 
    Full time
    H1b
    Work at office
    Work from home
    3 days per week

    Automatic Data Processing, Inc.

    Canton, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Fund Services Ops Analyst: Client & Trade Support. Be the first to apply!