Client Service Representative

Functional Area: Operations

Position Title: Client Service Representative

Job Level: Analyst/Associate

Location: Pennsylvania-Philadelphia

City Position is Located: West Conshohocken

Education: Bachelors Degree

Description

The Intermediary Client Service Operations Group is responsible for business management, administration and/or client servicing for Morgan Stanley pooled funds where the service infrastructure is located in West Conshohocken, PA.

The Intermediary Client Service Operations Group in the West Conshohocken, PA office offers a 2-4 year position for newer professionals. The objective of the position is to meet the client service support requirements of the department while providing development opportunities in a variety of areas for individuals seeking broad-based knowledge of institutional mutual funds and Morgan Stanley Investment Management?s investment products.



RESPONSIBILITIES

? Establish new mutual fund accounts, process client transactions, and related documentation.
? Establish and maintain client accounts on transfer agency and internal client information systems.
? Prepare client meeting materials, requiring extensive use of Windows-based PC applications.
? Complete client reporting requirements and ad hoc client requests.
? Provide phone coverage for various fund families including the Morgan Stanley Institutional Funds, Universal Institutional Funds, SICAV Funds, Closed End Funds, and Morgan Stanley Institutional Liquidity Funds.
? Support internal and external sales teams with Liquidity Fund clients
? Respond to prospective client calls and fulfill information requests.
? Respond to phone requests for portfolio information.
? Support various daily processes, including trade verification and cash flow reporting.
? Compose client correspondence, using Microsoft Word.
? Maintain and generate reports from various client databases.
? Generate reports for various internal clients.
? Perform special project work including but not limited to: Management reporting, data validation of various systems, assist with various fund actions such as closings, mergers and proxies
? Other support services as assigned.


Skills Required
? Bachelor?s Degree or equivalent experiences, with up to 2 years of relevant work experience a plus.
? NASD Series 6 and 63 licensed a plus and it is a requirement to obtain these licenses within two months of assuming the position.
? Strong quantitative and qualitative analysis skills.
? Working knowledge of spreadsheet and word processing PC applications.
? Strong oral and written communication skills, as well as effective interpersonal skills.
? Demonstrated ability in time management/self organization.
? Demonstrated accuracy and attention to detail.
? High level of motivation with the ability to work both independently and as an effective member of a team.
? Strong aptitude for learning and effectively using new software programs.
? General knowledge of mutual funds as well as knowledge of the fund and securities industries
? Fluency in Spanish is a plus.



Skills Desired


Click here to apply: