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MFS

Global asset manager of mutual funds

Client Service Representative 1

Customer SupportConfirmed live in the last 24 hours
Full-timeBoston, MA, USA

About the Job

Requirements

  • An Associate’s Degree or equivalent experience is preferred.
  • Zero to one or more years of customer service experience is preferred.
  • Detailed communication and analytical skills are needed.
  • Strong attention to detail and organizational skills are needed.
  • General knowledge of Microsoft Office products is preferred.
  • Employees in this role are required to be physically present in the office.
  • Applicants must be currently authorized to work in the United States on a full-time basis.

Responsibilities

  • Respond to incoming phone calls from existing and potential clients about company products.
  • Process routine and complex financial and non-financial transactions while meeting or exceeding department productivity and quality standards.
  • Resolve basic account problems and questions, and initiate research on more complex problems by directing them to the appropriate work area for resolution.
  • Communicate by telephone, fax, and email with shareholders, participants, broker/dealers, and others to verify information, clarify requests, or provide requested documentation.
  • Maintain proper documentation of telephone calls and perform additional duties as requested.
  • Interact with other departments within the Service Center to resolve problems and answer questions.

Desired Qualifications

  • General knowledge of Microsoft Office products.

About the Company

MFS

Global asset manager of mutual funds

MFS Investment Management is a global asset manager that runs mutual funds and active ETFs for individuals, financial advisors, and institutions. It manages money with an active investment approach, meaning portfolio managers pick securities they believe will outperform over time, and then structure these ideas into mutual funds and active ETFs. The company combines a long history (dating back to 1924 with the creation of the first mutual fund) and a global footprint under Sun Life Financial to offer a diverse set of investment products. Its difference lies in an established track record, collaborative active management, and a broad client base across regions, with about $619.6 billion in assets under management as of May 2025. The goal is to generate long-term value for clients by actively managing portfolios and seeking performance across markets.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1924

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