Job details

Client Service Representative - Clarifications

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

Following established procedures, responds to outgoing telephone inquiries from various MFS clients. Provides general product and account information; processes both financial and non-financial transactions following established department procedures. Resolves account problems and questions. Assumes additional responsibilities as requested by management.

WHAT YOU WILL DO

Executes outgoing phone calls to existing and potential MFS clients.
Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
Interacts with other departments within MFSC to resolve problems and answer questions.
Maintains proper documentation of telephone calls.

WHAT WE ARE LOOKING FOR

Associate’s Degree or equivalent work experience.
Customer service experience preferred.
Strong communication and analytical skills.
Strong attention to detail and organizational skills.
General knowledge of Microsoft Office products preferred.

#LI-HD1

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:

Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
Life & Disability Benefits: Company-paid basic life insurance and short-term disability
Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email

talent_acquisition@mfs.com

for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the

Know Your Rights: Workplace Discrimination is Illegal

document and

Pay Transparency Nondiscrimination Provision

, linked for your reference.

By MFS

Massachusetts Financial Services (aka MFS Investment Management) offers more than 50 mutual funds, as well as annuities, separately managed accounts, and retirement planning services for institutional and retail clients around the world. The compa...

6 jobs

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INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Boston, MA

DATE POSTED

July 25, 2023