Correspondence Services Representative 1

4 weeks ago

Boston, Massachusetts, United States MFS Investment Management Full time

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
The Correspondence Services Representative uses the Image system and letter writing platform, following established procedures, to respond to MFS customer inquiries and transaction requests which cannot be processed as requested. Provide written correspondence to customers in compliance with established policies and procedures. Provide customer service and problem resolution assistance. Act as a client liaison with other MFS and MFSC departments to coordinate solutions to service issues. Assume additional responsibilities as requested by management.

WHAT YOU WILL DO

Review incoming requests to determine the intent of the requestor. Examine supporting legal documents for completeness and accuracy.Processes a variety of routine and complex responses to customers via letter, and e-mail while meeting or exceeding department standards for productivity and quality.Communicates by letter, 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.Interacts with other departments within MFSC to resolve problems and answer questions.Act as a client liaison with other MFS and MFSC departments to coordinate solutions to customer service issues.Uses MFSC technology resources to ensure consistent delivery of quality service to client.Processes responses to routine items using letter writing platform and image system following documented department procedures.Examines supporting legal documentation for completeness and accuracy.Communicates with shareholders and broker/dealers to verify information and clarify requests.Responds to basic account problems and questions.Performs additional duties as requested. WHAT WE ARE LOOKING FOR Strong written communication skillsAssociate's degree or equivalent work related experience.Strong verbal communication skillsCustomer service experience preferredStrong attention to detail and organization skillsGeneral knowledge of Microsoft Office products preferred #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.

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