Client Service Representative I

2 weeks ago


Boston, United States MFS Investment Management Full time

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

  • Associates 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

PDN-9d7beeca-9cac-46f7-8639-261b3d252635

  • Boston, United States Atrium Staffing Full time

    About Atrium: What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. Client Overview: Our client is a leading global investment firm dedicated to delivering...


  • Boston, United States Atlantic Group Full time

    Job Overview - Client Service Representative (Hybrid): Become part of our client’s Boston, MA team as a Client Service Representative. In this temporary role, you will manage assigned client relationships with a focus on fund accounting, administration, and custody, ensuring proactive solutions and high client satisfaction. Compensation: $24/hour Location:...


  • Boston, United States Marchon Partners Full time

    Job Title: Client Service Representative Location: Boston, MA Role is onsite 100% but can earn remote days over time Duration: 3 - 6+ month contract with intent of conversion to full-time Hours: Rotational schedule: Schedule changes every week; shifts range as early as 8-4, to as late as 11-7. You will know 2 weeks in advance what your schedule will be....


  • Boston, United States Zelis Healthcare Full time

    Client Service Representative Apply locations Boston, MA US TX Plano US FL St. Petersburg US GA Atlanta US NJ Morristown time type Full time posted on Posted 4 Days Ago job requisition id JR106728 Position Overview: The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our...


  • Boston, United States Marchon Partners Full time

    Job Title: Client Service RepresentativeLocation: Boston, MA – Role is onsite 100% but can earn remote days over timeDuration: 3 - 6+ month contract with intent of conversion to full-timeHours: Rotational schedule: Schedule changes every week; shifts range as early as 8-4, to as late as 11-7. You will know 2 weeks in advance what your schedule will...


  • Boston, United States MFS Investment Management Full time

    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...


  • Boston, United States Zelis Full time

    Position Overview:The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes. Our best Client Service Representatives are super reliable, love helping people, and are great at solving problems. This team also serves as a talent...


  • Boston, 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...


  • Boston, 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...


  • Boston, United States Aleron Full time

    Are you a recent finance graduate looking to join one of the top companies in the Investment Banking industry? Are you looking to start your professional career and grow at an Entry-Level opportunity ? Do you have customer service experience ? If you answered yes to those three questions, then apply today ! Acara Solutions seeks highly qualified candidates...


  • boston, United States Marchon Partners Full time

    Job Title: Client Service RepresentativeLocation: Boston, MA – Role is onsite 100% but can earn remote days over timeDuration: 3 - 6+ month contract with intent of conversion to full-timeHours: Rotational schedule: Schedule changes every week; shifts range as early as 8-4, to as late as 11-7. You will know 2 weeks in advance what your schedule will...


  • Boston, MA, United States Atlantic Group Full time

    Job Overview - Client Service Representative (Hybrid): Become part of our client’s Boston, MA team as a Client Service Representative. In this temporary role, you will manage assigned client relationships with a focus on fund accounting, administration, and custody, ensuring proactive solutions and high client satisfaction. Compensation: $24/hourLocation:...

  • Client Service Rep

    2 weeks ago


    Boston, United States US Tech Solutions Full time

    JOB DESCRIPTION Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for...

  • Associate I

    1 week ago


    Boston, United States JPMorgan Chase Full time

    J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. J.P. Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We...

  • Associate I

    1 week ago


    Boston, United States JPMorgan Chase Full time

    J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. J.P. Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We...

  • Client Service Rep

    3 months ago


    Boston, United States US Tech Solutions Full time

    JOB DESCRIPTION Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for...


  • Boston, 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...


  • Boston, United States Action for Boston Community Development, Inc., (ABCD) Full time $21

    Key ResponsibilitiesResponsible for providing general assistance to the Energy Programs Director in outreach, intake, verification and processing of all Energy Program applications and all client communication resources.Provide outreach and education to potential and eligible clients and Fuel Assistance Intake Sites by telephone, mailings and meetings in...


  • Boston, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionBEGIN YOUR CAREER WITH NORTHWESTERN MUTUALAt Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and...


  • Boston, United States Blank Label Full time

    Who is Blank Label? Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment them on an outfit. We were founded in 2010 as an online custom shirt maker, and since then...