Client Services Supervisor

MFS International Australia Pty Ltd; Boston (MA); Hybrid; USD 56,000 - 81,000; Full time

Benefits offered by this job

15% retirement match

Loan repayment support

Tuition reimbursement

Wellness programs

Generous time off

Medical and dental plans

HSA employer contribution

Commuter benefits

Job summary

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. The Supervisor position supports client service operations, training, audits, and process improvements across mutual fund products and compliance.

Qualifications

• Bachelor’s degree or equivalent experience.
• 4-5+ years of Client Services experience or other equivalent experience
• Strong communications skills, both written and oral.
• Strong leadership skills.
• Demonstrated organizational skills.
• Strong interpersonal skills with the ability to interact with individuals at all levels of the organization.
• May to multi-tasking to address competing initiatives.
• Ability to train, develop, motivate and evaluate staff.

Responsibilities

• Manages the day-to- day operations and tasks for a work group while performing tasks when necessary to ensure deadlines are met.
• Participates in projects relating to mutual fund products, policies and system updates.
• Assists in training through formalized training sessions on customer service trends, product, system and compliance updates.
• Prepares procedures, which outline the customer service requirements for products and operate in a controlled environment and ensuring the most effective way for such procedures to be carried out by the Department.
• Working with the Department manager and other constituents, interprets and applies new reporting rules, regulations and procedures as they impact mutual funds as well as the application of current reporting rules to new investment products entered into by the funds.
• Participates in meetings with System and Risk Analysts to implement updates to the service model and enhancements to system applications as part of the project lifecycle.
• Serves as a resource to managers Supports the audit process by answering questions and providing documentation as needed to either internal or external auditors.
• Coaches and develops employees to achieve department quality and productivity standards.
• Ensures timely communication of pertinent information by conducting regular staff meetings.
• Assists with career development; writes and conducts performance appraisals; recommends rep promotions
• Assumes additional responsibilities as required.

Skills

Leadership

Communication

Organizational skills

Interpersonal skills

Training & coaching

Multi-tasking

Education

Bachelor’s degree or equivalent experience

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.

THE ROLE

Using discretion and judgment, under the direction of the Department Manager, the Supervisor provides product, regulatory and technical expertise to staff to resolve inbound client calls ranging in complexity. The Supervisor is responsible for the completion of tasks in projects sponsored by various departments including Distribution, Marketing, Telecomm, Compliance, Legal. The Supervisor meets with auditors relating to controls of our call components. The Supervisor manages routine Human Resource-touchpoints in the employment lifecycle, including the processes of hiring, career development, staffing issues, and training. Demonstrates competency to manage and maintain day-to-day operations specific to a functional team. Must ensure the timely escalation of issues or challenges to the appropriate management level should they arise. May require multi-tasking in support of interdependent operating teams.

WHAT YOU WILL DO

• Manages the day-to- day operations and tasks for a work group while performing tasks when necessary to ensure deadlines are met.
• Participates in projects relating to mutual fund products, policies and system updates.
• Assists in training through formalized training sessions on customer service trends, product, system and compliance updates.
• Prepares procedures, which outline the customer service requirements for products and operate in a controlled environment and ensuring the most effective way for such procedures to be carried out by the Department.
• Working with the Department manager and other constituents, interprets and applies new reporting rules, regulations and procedures as they impact mutual funds as well as the application of current reporting rules to new investment products entered into by the funds.
• Participates in meetings with System and Risk Analysts to implement updates to the service model and enhancements to system applications as part of the project lifecycle.
• Serves as a resource to managers Supports the audit process by answering questions and providing documentation as needed to either internal or external auditors.
• Coaches and develops employees to achieve department quality and productivity standards.
• Ensures timely communication of pertinent information by conducting regular staff meetings.
• Assists with career development; writes and conducts performance appraisals; recommends rep promotions
• Assumes additional responsibilities as required.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree or equivalent experience.
• 4-5+ years of Client Services experience or other equivalent experience
• Strong communications skills, both written and oral.
• Strong leadership skills.
• Demonstrated organizational skills.
• Strong interpersonal skills with the ability to interact with individuals at all levels of the organization.
• May to multi-tasking to address competing initiatives.
• Ability to train, develop, motivate and evaluate staff.

Base Salary Range: $55,500.00 - $80,500.00

This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position.

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

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.

For almost a century, investors around the world have trusted MFS to achieve their investment goals. Since 1924, when our founders invented the mutual fund, collaboration, a long-term focus and skilled active research have fueled our success. As a leading global investment manager, we hire employees who share our values, align with investors who share our long-term philosophy, and always act in the best interest of our clients.