Client Service Associate

Recruiter
MFS Investment Management
Location
London, United Kingdom
Salary
Competitive
Posted
25 Nov 2022
Closes
01 Dec 2022
Ref
17900138
Job Function
Operations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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.

What you will be responsible for:
THE ROLE
Provide support, communication, and coordination of Sales, Consultant Relations, Relationship Management and Client Servicing activities within relevant business stream, including coverage for both local and satellite offices. Develop a thorough understanding of the products and vehicles at MFS to effectively assist in the relationship management efforts. Enhance client relationships by providing outstanding service.

WHAT YOU WILL DO
  • Work with external and internal contacts to pull together all materials, logistics, and other details relative to finals presentations, sales meetings, and client meetings for assigned territory. Interface with investment department and senior management in coordination of meetings. Initiate and follow-through on problem resolution and information requests.
  • Work with automated systems to autonomously pull together materials, understanding and applying business and local compliance rules as required.
  • 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.
  • Oversee the production/distribution of client review books (including providing customized data), and correspondence. Proof figures for "reasonableness" and accuracy. Highlight unusual statistics to Relationship Managers for possible additional research. Identify and implement process improvements to increase efficiency of producing client materials.
  • Field inquiries from field team to properly assess their needs and direct them to a solution. Determine the urgency of the request. Determine which information is appropriate to send to the sales prospect or client. Ensure satisfaction with service level received.
  • Act as primary liaison/contact for sales and relationship management personnel within assigned territory, including coverage for both local and satellite offices.
  • Utilize CRM database as central resource to maintain and track all appropriate contacts and activities within assigned territory. Generate regular and custom reports as necessary.
  • 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.
  • Coordinate all aspects of external events such as roadshows, product focused events and industry conferences. Represent MFS at industry conferences/events as requested. Manage all details with event planning and external vendors working within department budget. Manage coordination and production of all materials. Act as primary contact to all external attendees to MFSI sponsored events. Coordinate regular and specialized mailings to established contact lists. Determine customized lists for targeted and time sensitive communications.
  • Assist other teams within the department and perform additional duties as requested by manager.

WHAT WE ARE LOOKING FOR
  • Bachelor's degree or equivalent education or experience.
  • 0-1 years related experience preferred.
  • Ability to work independently, with minimal direction, and meet deadlines.
  • Strong written and verbal communication skills.
  • Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail.
  • Ability to work effectively in a team-oriented environment


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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:
At MFS, we view our employees as family - and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

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.
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