Hybrid Client Services Associate – Financial Support

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

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