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Client Service Associate

MFS Investment Management
Boston, USA
Closing date
Mar 2, 2024

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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.


The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and sales engagement activities across business streams and territories. The Client Services Associate will also assist with factoring applicable contractual information, regulatory environment, compliance and business rules. The Client Services Associate will seek direction from the Team Lead to start to develop their understanding of the products and vehicles at MFS to effectively assist in relationship management efforts. The Client Services Associate will enhance client relationships by providing outstanding service.

  • Support the Client Services team to manage content creation process via project management of partner teams, ensuring that relevant productions SMEs are working to correct deadlines, and data and brand parameters.
  • Works in close coordination with the wider team to build confidence in how to influence decisions of senior leadership, Managing Directors and business partners across Distribution, in accordance with business and compliance rules, and Service Level Agreement, regarding the build and usage of Client/Sales Meeting Materials. Start to build professional working relationships to become a trusted partner.
  • Work with automated systems to autonomously pull together materials, understanding and applying business and compliance rules as required.
  • Support the wider team to create customized sales and marketing presentations for full spectrum of institutional investment based on knowledge of the product(s), benchmark, and other data. Create ad hoc materials (due diligence, product, etc.) to enhance sales process.
  • Works in close coordination with the Senior Specialist on the production/distribution of client review books (including providing customized data), and correspondence. Proof figures for reasonableness and accuracy.
  • Develops the ability to field inquiries from field team to properly assess their needs and direct them to a solution. To determine the urgency of the request and to determine which information is appropriate to send to the sales prospect or client. Ensure satisfaction with service level received.
  • Utilize the CRM database as central resource to maintain and track all appropriate contacts and activities within assigned territory. Generate regular and custom reports as necessary.
  • Works with Client Services Specialist to develop, communicate, and implement workflow procedures relative to sales and relationship management functions. Communicate issues or trends to manager relative to workflow, operational, or compliance issues that arise in course of job responsibilities.
  • Support the Client Services Specialist to control all aspects of external events such as roadshows, product focused events and industry conferences. Support the wider Client Services Team with event planning and external vendors working within department budget. Provides support to manage the coordination and production of all materials. Coordinate regular and specialized mailings to established contact lists. Provides when required customized lists for targeted and time sensitive communications.
  • Assist other teams within the department and perform additional duties as requested by manager.
  • 0-1+years experience in relevant industry preferred.
  • Language requirement dependent on territory.
  • Ability to work independently, with minimal direction, and meet deadlines.
  • Strong written and verbal communication skills.
  • Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail.
  • Ability to work effectively in a team-oriented environment.
  • Position requires FINRA Series 6 and 63 registrations in accordance with MFS' licensing policy.

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 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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