Client Service Representative I - October Start

MFS Investment Management; Boston (MA); Hybrid; USD 22,743 - 27,797; Full time

Benefits offered by this job

Retirement match

Education assistance

Tuition reimbursement

Discounted tutors

Parental leave

Health plans

Health Savings Account

Commuter benefits

Wellness programs

Job summary

MFS Investment Management in Boston, MA is seeking a customer service associate to respond to incoming calls from existing and potential clients about MFS products. You will process routine and complex transactions, verify information and provide documentation while maintaining accurate records and strong service standards.

You will work in a hybrid environment, with in-office presence required, and you will join a team that values clear communication, attention to detail, and collaborative

Qualifications

• Associate's degree or equivalent experience preferred.
• 0-1+ year of customer service experience preferred.
• Strong 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

• Respond to incoming phone calls from existing and potential MFS clients about MFS products.
• Process a variety of routine and complex financial and non-financial transactions while meeting department standards for productivity and quality.
• Resolve basic account problems and questions; initiate research on more complex problems by directing to appropriate work area.
• Communicate by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide documentation.
• Maintain proper documentation of telephone calls and perform additional duties as requested.
• Interact with other departments within the Service Center to resolve problems and answer questions.

Skills

Strong communication

Analytical skills

Attention to detail

Organizational skills

Education

Associate's Degree or equivalent experience

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.

WHAT YOU WILL DO

• Respond to incoming phone calls from existing and potential MFS clients about MFS products.
• Process a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolve basic account problems and questions; initiate research on more complex problems by directing to appropriate work area for resolution.
• Communicate 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.
• Maintain proper documentation of telephone calls and perform additional duties as requested.
• Interact 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.
• Strong 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.

Total Rewards Package

• 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 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.

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.

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 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, linked for your reference.