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E*TRADE from Morgan Stanley · 1 month ago

Director (AVP) - Mutual Fund Services Operations

Boston, Massachusetts, United States of America

Full-time

Onsite

Mid Level

$80K/yr - $115K/yr

4+ years exp

E*TRADE from Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help achieve financial goals. The role involves overseeing Mutual Fund Services call center functions and team development, focusing on providing exceptional service to mutual fund clients.

BankingFinanceFinancial Services

Responsibilities

Serve as the primary supervisor within specific line or project area with accountability to associated risks

Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments

Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager

Evaluate call quality, and monitor service levels, workloads, and staffing schedules to ensure optimal service delivery

Handle escalated shareholder and intermediary requests, offering solutions for complex financial transactions, account registration issues, and exceptions

Qualification

FINRA licensesClient relationship managementProblem-solvingDecision-makingTeam leadershipActive listeningAdaptability

Required

Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose

Prepared to challenge the status quo, raise concerns and/or needs of their team members

Ability to pitch communication appropriately according to the audience and demonstrate active listening skills

Culture carrier across Operations, embracing the Firm's core values and acting as a role model

Excellent problem-solving and decision-making abilities

Ability to manage multiple priorities in a fast-paced environment

At least 4 years relevant experience would generally be expected to find the skills required for this role