Manager - Client Service
1 week ago
THE ROLE
Using discretion, judgment, and industry knowledge, manage a team that has a broad impact on the functions of the Global Client Service Team as well as other parts of broader organization. Makes recommendations and implements processes/procedures to reduce risk, enhance service, and increase effectiveness. Directs and performs client service functions for a dedicated group of clients by developing key relationships and providing value added services. Works together with Relationship/Account Managers and other areas of MFS to service clients and ensure strong team communication on relevant matters. Responsible for initiating, developing, and maintaining organizational structure/systems/ processes to ensure client needs are met on a consistent, accurate and timely fashion and in compliance with all relevant MFS policies. Responsible for training and education of team members, and for supporting their ongoing professional development.
WHAT YOU WILL DO
- Manages a Team that has a broad range of functions impacting the specific distribution channel of focus & Global Client Service business, the clients, and other parts of the organization. Executes project plans and coordinates the completion with various groups across the company.
- Initiates and maintains workflows, processes and procedures relevant to supporting the specific distribution channel of focus across vehicles and strategies. Identifies areas for improvement and for greater efficiency, leveraging the resources and best practices of the broader Global Client Service Team, working with key Stakeholders across the rest of MFS.
- Represents the Global Client Service team and serves as a resource in firm wide projects and initiatives focused on integrating regional business, market and vehicle requirements, and processes into MFS' overall business model. Working in a collaborative and professional manner, identifies functions that can be owned by other groups and functions that should/would be owned by our team.
- Responsible for training and education of team members and for supporting their ongoing professional and career development, identifying education or skills gaps, stretch goals and learning opportunities.
- Implements, maintains, and monitors the Global Client Service platform and associated business standards based on information solicited through ongoing feedback from internal partners and the best practices in the marketplace.
- Acts as a technical resource for the Global Client Service team; Maintains up-to-date knowledge of market trends and compliance issues; understands and implements any required changes to regulatory disclosures. Trains staff where necessary to ensure consistency of standards in client service.
- I d e nti f y , re solve a nd e s ca l a te issu e s e n c ount e re d for assigned region a nd c li e nts a s a pp r op r i a te within the M F S home o f f i ce . Ensu r e non-US separate a cc ount, c ommi n g l e d v e hi c le a nd p r o fe ssion a l b u y e r n ee ds ar e und e r stood a nd a d d r e ss e d within the b r o a d e r M F S o r g a ni z a tion. Responsible for a designated book of business. Partners with the appropriate Relationship/Account Managers and regional business heads to effectively handle all transitions associated with the assigned book and ensures client reporting, processing and ad hoc servicing needs are met.
- Partners with Relationship/Account Managers to prepare for client meetings, including providing a status of relationship and update on completed and ongoing matters; leads the effort to prepare and finalize portfolio review materials. May lead or participate in meetings at MFS or at client sites as appropriate.
- Updates Relationship/Account Managers with all relevant client touch points. Maintains client records, client contracts, and correspondence in firm databases as required. Ensures work meets department standards and initiates procedures to improve processes and overall quality control.
- Assumes additional responsibilities as requested.
- Bachelor's Degree
- 6-8+ years of relevant experience in the financial services industry
- Strong leadership, communication and people management skills, and sound business judgement. The ability to guide and coach others and to identify opportunities for learning, education and development
- Ability to think strategically and anticipate evolving needs of the clients and the business
- Solid understanding of product and vehicle structure, operations and regulations in the covered markets.
- Deep understanding of the transition management/onboarding, amendments and flows processes within the firm.
- Ability to work independently across different time zones and markets as required.
- Demonstrated ability to have a measurable impact on the organization. Proven track record as a team player.
- Excellent oral and written communication skills and decision-making abilities. Ability to work well with personnel at diverse organizational levels.
- Knowledge of product design, regulatory issues, compliance, vehicles and investments that promotes credibility when working closely with sales, relationship management, investment specialists, and operational areas of the firm.
- Very strong analytical, organizational, project management, communication and influencing skills.
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 time
- Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
- Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
- Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
- Life & Disability Benefits: Company-paid basic life insurance and short-term disability
- Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com 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.
-
Client Manager
2 weeks ago
Boston, United States Pathstone Full timeCompany Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management,...
-
Client Service Rep
2 days ago
Boston, United States US Tech Solutions Full timeJOB 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...
-
Client Services Associate
4 weeks ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...
-
Client Services Associate
1 month ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...
-
Client Service Specialist
3 weeks ago
Boston, United States Insight Investment Full timeInsight Investment is looking for a Client Service Specialist to join the Boston Client Service Team. As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation...
-
Client Service Rep
3 months ago
Boston, United States US Tech Solutions Full timeJOB 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...
-
Tax Manager – Private Client Services
3 weeks ago
Boston, United States EisnerAmper LLP Full timeJob DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools...
-
Tax Manager – Private Client Services
4 weeks ago
Boston, United States EisnerAmper LLP Full time $85,000 - $150,000Job DescriptionRead on to find out what you will need to succeed in this position, including skills, qualifications, and experience.At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the...
-
Client Services Associate
2 months ago
boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
-
Client Services Associate
4 weeks ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
-
Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
-
Client Services Specialist
3 months ago
Boston, United States IANS Full timeClient Services Specialist**The position is based in Boston, with the expectation to come into the office at 2-3 times per week.Position DescriptionThe Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a...
-
Client Services Specialist
3 months ago
Boston, United States TBWA\Chiat\Day Full timeThe position is based in Boston, with the expectation to come into the office at 2-3 times per week. Position Description The Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a point person throughout the...
-
Senior Account Manager, Client Services
4 weeks ago
Boston, United States 829 Studios Full timeThe Senior Account Manager will serve as the primary point of contact for assigned clients and will be responsible for managing and growing these relationships for 829’s B2B, B2C, and D2C clients. Working both as an individual contributor and collaboratively with a team, this role is responsible for the implementation and execution of digital marketing...
-
Senior Account Manager, Client Services
4 weeks ago
Boston, United States 829 Studios Full timeThe Senior Account Manager will serve as the primary point of contact for assigned clients and will be responsible for managing and growing these relationships for 829’s B2B, B2C, and D2C clients. Working both as an individual contributor and collaboratively with a team, this role is responsible for the implementation and execution of digital marketing...
-
Client Service Associate
1 month ago
Boston, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Associate in Boston, Massachusetts. This role involves providing administrative support within a non-profit organization, acting as the initial point of contact for all incoming communication and assisting with various administrative...
-
Client Service Specialist
3 weeks ago
Boston, United States Insight Investment Full timeInsight Investment is looking for a Client Service Specialist to join the Boston Client Service Team. As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and...
-
Client Services Associate
4 weeks ago
boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
-
Client Services Associate
4 weeks ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
-
Client Services Associate
4 weeks ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
