Senior Global Client Admin

MFS Investment Management
Boston, USA
03 Jul 2022
15 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

What you will be responsible for: BASIC PURPOSE:

The Senior Global Client Administrator is responsible for providing cap stock reporting and cash forecasting to our investment personnel, reporting for institutional clients and general operations support for our separate account and retail clients, custodians and MFS personnel. The Senior Global Client Administrator acts as a liaison between custodian banks, third party administrators and clients in an effort to support the investment process through validation of cash flow activity and any reconciliation matters. The Senior Global Client Administrator provides specialized reporting, as appropriate, to both internal and external clients. This position involves researching and resolving various internal and external inquiries using all available resources. The Senior Global Client Administrator should possess excellent communication skills and exhibit the ability to work effectively under pressure. Senior Global Client Administrator works with an increased volume and complexity, assists management by serving as a knowledgeable resource for research and resolution of complex operational issues and manages special projects, conducts review of teams work and provides support to Team Leaders.


  • Assist with the day-to-day operations for a set of institutional and retail clients whose needs, requests and issues may be very complex in nature.
  • Duties include the collection and confirmation of client cash flow activity, cap stock communication to equity and fixed income investment teams and completion of tasks that satisfy client-specified investment guidelines or reporting requirements.
  • Work closely with the Asset Control Team to research and resolve discrepancies with custodian banks and third party administrators.
  • Maintain activity on MFS' systems to ensure the accuracy of internal records and unit value calculations.
  • Works closely with other Global Investment Support (GIS) departments including Data Integrity, Corporate Actions and Equity and Fixed Settlements and Support teams.
  • Recommend workflow or process improvements based on trends or recurring issues.
  • Assists Team Leader in reviewing daily reports, resolving performance issues, etc. and assumes additional responsibilities as requested.
  • Assists with testing new systems/processes/procedures, provides coverage as assigned and trains new employees on daily/monthly tasks.
  • Assists in developing, writing, implementing and auditing procedures and processes.
  • May be involved in special projects within the department or GIS.
  • Performs additional duties as requested.


  • Bachelor's degree.
  • Minimum 3-5 years related experience is preferred.
  • Work well independently, however, is expected to contribute a team setting.
  • Moderate understanding of investment products and investment operations is desired.
  • Strong communication, organizational and interpersonal skills.
  • Solid analytical skills and attention to detail.
  • Strong computer skills, including proficiency with Microsoft Word and Excel application.


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 .

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.
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 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 EEO is the Law document and Pay Transparency Nondiscrimination Provision , linked for your reference.

Similar jobs

Similar jobs

  • You need to sign in to save