Full-Time

Client Services Supervisor

Service Center

Confirmed live in the last 24 hours

MFS

MFS

1,001-5,000 employees

Consulting
Consumer Software
Financial Services

Mid, Senior

Boston, MA, USA

Hybrid work environment (remote/onsite) required.

Category
Customer Experience
Customer Support
Customer Success & Support
Required Skills
Customer Service
Requirements
  • Bachelor’s degree or equivalent experience.
  • 4-5+ years of Client Services experience or other equivalent experience.
  • Strong communications skills, both written and oral.
  • Strong leadership skills.
  • Demonstrated organizational skills.
  • Strong interpersonal skills with the ability to interact with individuals at all levels of the organization.
  • May to multi-tasking to address competing initiatives.
  • Ability to train, develop, motivate and evaluate staff.
Responsibilities
  • Manages the day-to-day operations and tasks for a work group while performing tasks when necessary to ensure deadlines are met.
  • Participates in projects relating to mutual fund products, policies and system updates.
  • Assists in training through formalized training sessions on customer service trends, product, system and compliance updates.
  • Prepares procedures, which outline the customer service requirements for products and operate in a controlled environment and ensuring the most effective way for such procedures to be carried out by the Department.
  • Working with the Department manager and other constituents, interprets and applies new reporting rules, regulations and procedures as they impact mutual funds as well as the application of current reporting rules to new investment products entered into by the funds.
  • Participates in meetings with System and Risk Analysts to implement updates to the service model and enhancements to system applications as part of the project lifecycle.
  • Serves as a resource to managers.
  • Supports the audit process by answering questions and providing documentation as needed to either internal or external auditors.
  • Coaches and develops employees to achieve department quality and productivity standards. Ensures timely communication of pertinent information by conducting regular staff meetings. Assists with career development; writes and conducts performance appraisals; recommends rep promotions.
  • Assumes additional responsibilities as required.

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • MFS's expansion into ETFs could open new revenue streams and attract a broader client base.
  • The appointment of Alison O'Neill as CIO and Edward Maloney as CEO suggests a strong leadership team poised to drive future growth.
  • MFS's focus on enhancing retirement plan offerings could increase client retention and satisfaction, particularly among retirees.

What critics are saying

  • The departure of long-term employees like Bryan Hall could lead to a loss of institutional knowledge and affect team dynamics.
  • The competitive landscape in asset management, especially with the entry into ETFs, poses challenges from established players.

What makes MFS unique

  • MFS Investment Management is focusing on expanding its ETF offerings, setting it apart from traditional asset managers who may not be venturing into this growing market.
  • The company's strategic hiring of industry experts like Vivian Tung from BNY Mellon indicates a commitment to strengthening its position in the ETF space.
  • MFS's proactive approach to addressing retirement plan concerns, such as inflation protection, demonstrates a client-centric strategy that differentiates it from competitors.

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