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Client Service Associate
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Client Service Associate
5 days ago
Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full timeJOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are currently in search of a Registered Client Service Associate (RCSA) to support our operations.Key Responsibilities:Manage daily inquiries from clients and financial...
Client Service Representative I
2 months ago
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.MFS Investment Management is seeking multiple Client Service Representatives to form a class. Here you will be responsible for responding to incoming telephone inquiries from various 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.
WHAT YOU WILL DO
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. WHAT WE ARE LOOKING FOR 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.Employees in this role are required to be physically present in the office. #LI-HD1 #LI-HYBRID 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. What we offer:Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer timeFamily Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leaveHealth and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributionsWellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and moreLife & Disability Benefits: Company-paid basic life insurance and short-term disabilityFinancial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs 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 or email for assistance.MFS is an Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision, linked for your reference.
