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
Using discretion and judgment, the Client Service Manager performs client service functions, including but not limited to new account onboarding, for a dedicated group of Institutional, Wholesale and Platforms clients (as relevant for the respective region). Works together with the Relationship Manager and other areas of MFS to service clients and ensure strong team communication on relevant matters. Responsible for maintaining systems and processes to ensure that client needs are met on a consistent, accurate and timely fashion and in compliance with relevant MFS policies and local regulations.
A key member of the MFS Relationship Team for a dedicated group of clients.
WHAT YOU WILL DO
Partners with the Sales and Relationship Management Team during the on-boarding of new accounts and is a key point of contact for clients and internal business partners during these complex transitions.
Facilitates the internal and external review and negotiation of contracts and investment guidelines, operational and regulatory documentation, and funding activity.
Works with the Product Management and Investment Teams to identify and resolve any guideline issues with the client, where required.
Partners with Operations, the Relationship Manager and/or Sales Manager, as relevant, to ensure operational aspects of any new onboarding are communicated and resolved.
Engages with client to identify unique reporting or operational requirements.
Ensures timely, clear and concise communication of client and prospect information to ensure MFS can meet their unique requirements. Documents all new requirements and procedures within the department protocol and escalates areas of concern.
Responsible for creating and maintaining onboarding cases within the Client Relationship Management system (CRM) once business has been won, presenting upcoming new relationships at meetings and managing all feedback received.
Assists the Relationship Manager to service existing clients. Supports the successful resolution of all operational issues identified by the clients, their consultant or custodian bank, as well as internally assessed challenges.
Works directly with clients and other MFS departments regarding cash flow notification, portfolio rebalancing, in-kind transition coordination, reporting requirements (e.g. performance, account transactions, and market/attribution commentary), compliance reporting and certifications, contract amendments, guideline changes, compliance matters, due diligence, and operational details.
Communicates any changes or updates to client investments initiated by the client; working with Product Management and Institutional Portfolio Managers (IPM's) and Compliance to implement. Assists with the communication and implementation of MFS driven changes or enhancements to product guidelines.
Works with the Relationship Manager to prepare for client meetings by providing a status of relationship and updates on completed and ongoing matters; participates in the effort to prepare and finalize portfolio review materials.
Occasional business travel may be required.
Works closely with other MFS departments to ensure strong team communication on relevant operational and administrative matters and new projects.
Updates CRM with all client touch points. Maintains client records, client contracts, and correspondence in firm databases as required. Ensures work meets department standards and initiates procedures to improve processes and overall quality control.
Collaborates with the Sales/Relationship Coordinator(s) globally on a as needed basis.
Ensures timely, clear and concise communication of client and prospect information to make certain MFS can meet their unique requirements.
Assumes additional responsibilities as requested.
WHAT WE ARE LOOKING FOR
Bachelors’ degree or equivalent experience preferred. Willingness to complete other studies as regionally required.
Fluent Spanish required
Relevant experience within the financial services industry
Exceptional organization skills, ability to work independently as a team player with all levels of the firm.
Strong attention to detail, and commitment to the highest quality standards.
Excellent written and oral communication, proven project management, analytical skills, strong influencing, and negotiation skills. Ability to work well with and manage projects & transitions that include representation from individuals at all organizational levels.
Demonstrated ability to prioritize work effectively and show adaptability to changing internal priorities and client demands.
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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:
At MFS, we view our employees as family — and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.
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
[email protected]
for assistance.
MFS is an 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, linked for your reference.