Client Service Specialist

MFS Investment Management
Boston, USA
Jan 26, 2023
Feb 23, 2023
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: THE ROLE:

The Client Service Specialist will have direct responsibility for support, communication, and coordination of Sales, Relationship Management, and Client Servicing activities within MFSI and ARG globally, this includes coverage for both local and satellite offices. The specialist will also develop a thorough understanding of the products and vehicles at MFS to effectively assist in sales and relationship management efforts and enhance sales prospect and client relationships by providing outstanding service.

  • Act as primary liaison/contact for sales and relationship management personnel within assigned territory, including coverage for both local and satellite offices.
  • Act as primary liaison/contact globally for sales and service support activities including internal data requests, competitive information, sales and service materials, product information, and marketing materials.
  • Act as a primary resource in coordinating all details, logistics, and materials relative to sales prospect meetings, finals presentations, client meetings, and due diligence visits; Interface with internal and external contacts at all levels including investment teams and senior management in order to fulfill job requirements. Under the direction of the Salesperson or Relationship Manager coordinate follow-through on all problem resolution and information requests associated with the meetings.
  • Work with the field team to create, produce and distribute accurate, compliant, customized sales and marketing presentations and client review books for the full spectrum of MFS products. Identify and correct data inconsistencies and recommend process improvements to increase efficiencies and improve overall service.
  • Work with automated systems to autonomously pull together materials, understanding and applying business and local compliance rules as required.
  • Support field teams to answer client and prospect inquiries; properly assess their needs and direct them to a solution. Independently use discretion and judgment to determine the appropriate information to send and the urgency of the request; Ensure satisfaction with service was received. Escalate requests as required.
  • Utilize CRM database as central resource to maintain and proactively track all appropriate upcoming meetings, calls, contacts, and activities within assigned coverage. Maintain accurate metrics/statistics around meetings identifying main trends and elevate any issues encountered regularly; Generate regular and custom reports as requested.
  • Coordinate regular and specialized electronic communications under the direction of field team. Ensure email database is up to date for regular mailings. Attend monthly regional communications content meetings, working with field teams and marketing colleagues to determine content and appropriate audience. Coordinate with CRM team to create and execute campaign specific distribution lists and mailings. Proactively take steps to ensure accurate and timely communications.
  • Work with the Client Service Managers (CSMs) to establish and maintain client reporting deliverables in the reporting systems and support client inquiries. Initiate monthly and quarterly due diligence reporting and other client reporting requests in customized formats; Research data discrepancies with various internal MFS departments to ensure satisfaction with a high level of quality service.
  • Responsible for ensuring all daily data check reports are reviewed and appropriate action is taken. Escalate as required any unresolved items.
  • Work with the CSMs to review new client documentation for accuracy and upload to appropriate MFS systems. Perform regular checks to ensure new client data flows through properly to the CRM database and other appropriate systems.
  • Develop, communicate and implement workflow procedures relative to meeting, mailings and other sales and relationship management functions. Communicate issues or trends relative to workflow, operational, or compliance issues that arise in course of job responsibilities.
  • Oversee the completion of the quarterly US Institutional Vehicle Pages with team. Proactively work across teams, create pages for new strategies, and update as necessary; ensure pages are completed in a timely manner.
  • Provide sales prospecting support using external sources as appropriate. Assist with finals preparation, including competitive analysis.
  • Assist other teams within the department and perform additional duties as requested by manager.

  • Bachelor's degree or equivalent education or experience.
  • Ideally has 2+ years related experience.
  • Proven ability to work independently with minimal direction, organize and coordinate multiple projects simultaneously with great attention to detail in order to meet deadlines.
  • Strong written and oral communication skills.
  • Ability to work effectively and demonstrated leadership skills in a team-oriented environment.
  • Demonstrated fluency in Microsoft Office suite applications and CRM
  • Demonstrated familiarity with MFS products and internal resources and procedures.


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 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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