Entry-Level Client Service Associate – Hybrid

MFS Investments; Boston (MA); Hybrid; USD 29,000 - 41,000; Full time

Benefits offered by this job

Retirement match

Education assistance

Tuition reimbursement

Loan assistance

Generous PTO

Health plans

Wellness programs

Hybrid work environment

Job summary

MFS Investments in Boston, MA is hiring a Client Service Representative I to start in February. You will respond to incoming calls from existing and prospective clients, provide product knowledge on financial and non-financial transactions, and ensure accurate documentation and prompt issue resolution.

The role offers a comprehensive training program, opportunities for advancement after six months, and a hybrid work environment.

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.

Responsibilities

• Responds to incoming phone calls from existing and potential clients about MFS products.
• Processes a variety of routine and complex financial and non-financial transactions while meeting 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 with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide documentation.
• Maintains proper documentation of telephone calls and collaborates with other departments to resolve problems.

Skills

Detailed communication

Analytical skills

Attention to detail

Organizational skills

Customer service

Education

Associate’s Degree or equivalent experience

Tools

Microsoft Office

Job description

MFS Investments in Boston, MA is hiring a Client Service Representative I to start in February. You will respond to incoming calls from existing and prospective clients, provide product knowledge on financial and non-financial transactions, and ensure accurate documentation and prompt issue resolution.

The role offers a comprehensive training program, opportunities for advancement after six months, and a hybrid work environment.