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, judgment, and industry knowledge, manage a team that has a broad impact on the functions of the Global Client Service Team as well as other parts of broader organization. Makes recommendations and implements processes/procedures to reduce risk, enhance service, and increase effectiveness. Directs and performs client service functions for a dedicated group of clients by developing key relationships and providing value added services. Works together with Relationship/Account Managers and other areas of MFS to service clients and ensure strong team communication on relevant matters. Responsible for initiating, developing, and maintaining organizational structure/systems/ processes to ensure client needs are met on a consistent, accurate and timely fashion and in compliance with all relevant MFS policies. Responsible for training and education of team members, and for supporting their ongoing professional development.
WHAT YOU WILL DO
- Manages a Team that has a broad range of functions impacting the specific distribution channel of focus & Global Client Service business, the clients, and other parts of the organization. Executes project plans and coordinates the completion with various groups across the company.
- Initiates and maintains workflows, processes and procedures relevant to supporting the specific distribution channel of focus across vehicles and strategies. Identifies areas for improvement and for greater efficiency, leveraging the resources and best practices of the broader Global Client Service Team, working with key Stakeholders across the rest of MFS.
- Represents the Global Client Service team and serves as a resource in firm wide projects and initiatives focused on integrating regional business, market and vehicle requirements, and processes into MFS' overall business model. Working in a collaborative and professional manner, identifies functions that can be owned by other groups and functions that should/would be owned by our team.
- Responsible for training and education of team members and for supporting their ongoing professional and career development, identifying education or skills gaps, stretch goals and learning opportunities.
- Implements, maintains, and monitors the Global Client Service platform and associated business standards based on information solicited through ongoing feedback from internal partners and the best practices in the marketplace.
- Acts as a technical resource for the Global Client Service team; Maintains up-to-date knowledge of market trends and compliance issues; understands and implements any required changes to regulatory disclosures. Trains staff where necessary to ensure consistency of standards in client service.
- I d e nti f y , re solve a nd e s ca l a te issu e s e n c ount e re d for assigned region a nd c li e nts a s a pp r op r i a te within the M F S home o f f i ce . Ensu r e non-US separate a cc ount, c ommi n g l e d v e hi c le a nd p r o fe ssion a l b u y e r n ee ds ar e und e r stood a nd a d d r e ss e d within the b r o a d e r M F S o r g a ni z a tion. Responsible for a designated book of business. Partners with the appropriate Relationship/Account Managers and regional business heads to effectively handle all transitions associated with the assigned book and ensures client reporting, processing and ad hoc servicing needs are met.
- Partners with Relationship/Account Managers to prepare for client meetings, including providing a status of relationship and update on completed and ongoing matters; leads the effort to prepare and finalize portfolio review materials. May lead or participate in meetings at MFS or at client sites as appropriate.
- Updates Relationship/Account Managers with all relevant 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.
- Assumes additional responsibilities as requested.
WHAT WE ARE LOOKING FOR
- Bachelor's Degree
- 6-8+ years of relevant experience in the financial services industry
- Strong leadership, communication and people management skills, and sound business judgement. The ability to guide and coach others and to identify opportunities for learning, education and development
- Ideally Retail Client exposure and Mutual Funds knowledge
- Ability to think strategically and anticipate evolving needs of the clients and the business
- Solid understanding of product and vehicle structure, operations and regulations in the covered markets.
- Deep understanding of the transition management/onboarding, amendments and flows processes within the firm.
- Ability to work independently across different time zones and markets as required.
- Demonstrated ability to have a measurable impact on the organization. Proven track record as a team player.
- Excellent oral and written communication skills and decision-making abilities. Ability to work well with personnel at diverse organizational levels.
- Knowledge of product design, regulatory issues, compliance, vehicles and investments that promotes credibility when working closely with sales, relationship management, investment specialists, and operational areas of the firm.
- Very strong analytical, organizational, project management, communication and influencing skills.
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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:
- 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
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.
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