Hybrid Financial Client Service Associate

Massachusetts Financial Services Company; Boston (MA); Hybrid; USD 29.000 - 41.000; Vollzeit

Benefits dieser Stelle

15% employer retirement match

Education assistance: $100 monthly up以

Education assistance: Tuition 8000/yr

Education assistance: Tutors/COACHES

Parental and caregiver leaves (12-20 w

Health plan options and HSA

Commuter benefits

Wellness programs

Zusammenfassung

MFS Investment Management is seeking multiple Client Service Representatives to form a class for February 2027. You will respond to incoming telephone inquiries from existing and potential 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. This position requires Associate's Degree or equivalent experience, 0-1+ year of customer

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Detailed communication

Analytical skills

Attention to detail

Organizational skills

Customer service experience

Ausbildung

Associate's Degree or equivalent experience

Tools

Microsoft Office

Jobbeschreibung

MFS Investment Management is seeking multiple Client Service Representatives to form a class for February 2027. You will respond to incoming telephone inquiries from existing and potential 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. This position requires Associate's Degree or equivalent experience, 0-1+ year of customer