Sr. Consultant - Client Service

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favouring 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

Using discretion, judgment, and industry knowledge, takes the lead in managing projects that have a broad impact on the functions of the U.S. National Accounts & Global Client Service Team as well as other parts of the 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 Managers and other areas of MFS to service clients and ensure strong team communication on relevant matters. Takes the lead as the client’s liaison for administrative and operational 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.

WHAT YOU WILL DO

• Takes the lead independently through managing assigned projects that have a broad impact on the functions within the U.S. National Account & 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.
• 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.
• 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.
• Facilitates the documentation of services for unique client requirements. Acts as a workflow resource to members of the team. Communicates with employees from other departments. Leads efforts to document and maintain processes and procedures.
• Responsible for a designated book of business. Partners with the appropriate Relationship 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 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 Client Relationship 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.
• Provides direction to and mentors existing Client Service Managers. Assumes additional responsibilities as requested.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree required
• Substantial relevant experience in the financial services industry
• Solid understanding of separate account and commingled product structure, operations and regulations in the covered markets.
• Deep understanding of the transition management, amendments and flows processes within the firm.
• Strong management skills and sound business judgment. 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:

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 programmes 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 Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, colour, 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.