Client Service Representative I - February Start

Mass Financial Services; Boston (MA); Hybrid; USD 29,000 - 41,000; Full time

Benefits offered by this job

Retirement plan matching at 15%

Education assistance: student loan aid

Tuition reimbursement

Discounted tutoring and college coach

Generous paid leave including 20 weeks

Health and dental plans with HSA

Tax-advantaged commuter benefits

Wellness programs and employee support

Job summary

Mass Financial Services, trading as MFS Investment Management, is seeking multiple Client Service Representatives for a February 2027 start to handle inbound client calls and provide product knowledge on financial and non-financial transactions. The role offers solid training and potential advancement after six months.

You will respond to calls from existing and prospective clients, handle routine and some complex transactions, and coordinate with other departments to resolve issues.

Qualifications

• Associate's Degree or equivalent experience preferred.
• 0-1+ year of customer service experience preferred.
• Detailed communication and analytical skills.
• Strong attention to detail and organizational skills.
• General knowledge of Microsoft Office products preferred.
• Employees in this role are required to be physically present in the office.

Responsibilities

• Responds to incoming phone calls from existing and potential MFS clients about MFS products.
• Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
• Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
• Maintains proper documentation of telephone calls and performs additional duties as requested.
• Interacts with other departments within the Service Center to resolve problems and answer questions.

Skills

Customer service

Communication

Analytical skills

Attention to detail

Organizational skills

Microsoft Office

Education

Associate's degree or equivalent

Tools

Microsoft Office

Job description

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.

MFS Investment Management is seeking multiple Client Service Representatives to form a class for February of 2027. Here you will be responsible for responding to incoming telephone inquiries from various MFS clients and provide general product knowledge about financial and non-financial transactions. This position provides an excellent training program to start, with the opportunity for advancement after six months.

WHAT YOU WILL DO

• Responds to incoming phone calls from existing and potential MFS clients about MFS products.
• Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
• Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
• Maintains proper documentation of telephone calls and performs additional duties as requested.
• Interacts with other departments within the Service Center to resolve problems and answer questions.

WHAT WE ARE LOOKING FOR

• Associate's Degree or equivalent experience preferred.
• 0-1+ year of customer service experience preferred.
• Detailed communication and analytical skills.
• Strong attention to detail and organizational skills.
• General knowledge of Microsoft Office products preferred.
• Employees in this role are required to be physically present in the office.

Base Salary: $25.27 per hour

This position is eligible for competitive incentive bonus.

Other components of our Total Rewards Package include:

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them.

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 [e-mail] 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 prote