Client Service Associate

at  MFS Investment Management

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 Distribution Client Services Associate provides support to the Relationship Management and Sales teams, ensuring that the production of appropriate and accurate marketing materials for client and sales engagement activities across business streams and territories. The Client Services Associate will also assist with factoring applicable contractual information, regulatory environment, compliance and business rules.
The Client Services Associate will develop their understanding of the products and vehicles at MFS to effectively assist in relationship management efforts. The Client Services Associate will enhance client relationships by providing outstanding service

WHAT YOU WILL DO

• Support the Client Services team to manage content creation process via project management of partner teams, ensuring that relevant production specialists are working to correct deadlines, and data and brand parameters.
• Works in close coordination with the wider team to build confidence in how to influence decisions of Senior Leadership, Managing Directors and Business Partners across Distribution, in accordance with business and compliance rules and Service Level Agreement, regarding the build and usage of Client/Sales Meeting Materials. Start to build professional working relationships to become a trusted partner.
• Work with automated systems to autonomously pull together materials, understanding and applying business and compliance rules as required.
• Support the wider team to create customized sales and marketing presentations for full spectrum of institutional investment based on knowledge of the product(s), benchmark, and other data. Create ad hoc materials (due diligence, product, etc.) to enhance sales process.
• Works in close coordination client facing team on the production/distribution of pitch and client review books (including providing customized data), and correspondence. Check data input for accuracy.
• Develops the ability to field inquiries from field team to properly assess their needs and direct them to a solution. To determine the urgency of the request and to determine which information is appropriate to send to the sales prospect or client. Ensure satisfaction with service level received.
• Utilize the CRM database as central resource to maintain and track all appropriate contacts and activities within assigned territory. Generate regular and custom reports as necessary.
• Works with Client Services Specialist to develop, communicate, and implement workflow procedures relative to sales and relationship management functions. Communicate issues or trends to manager relative to workflow, operational, or compliance issues that arise in course of job responsibilities.
• Support all aspects of external events such as roadshows, product-focused events and industry conferences. Support the wider sales/client facing team with event planning and external vendors working within department budget. Provides support to manage the coordination and production of all materials. Coordinate regular and specialized mailings to established contact lists. Provides when required customized lists for targeted and time sensitive communications.