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About the Role

The Client Service Manager performs client service functions, including new account onboarding, for a dedicated group of Institutional, Wholesale, and Platforms clients. This role works with the Relationship Manager and other MFS areas to service clients, maintain systems and processes, and ensure client needs are met accurately, consistently, and in compliance with MFS policies and regulations.

Responsibilities

• Partners with the Sales and Relationship Management Team during the onboarding of new accounts and serves as a key point of contact for clients and internal business partners.
• Facilitates the review and negotiation of contracts, investment guidelines, operational and regulatory documentation, and funding activity.
• Works with Product Management and Investment Teams to identify and resolve client guideline issues.
• Partners with Operations, Relationship Manager, and/or Sales Manager to ensure operational aspects of new onboarding are communicated and resolved.
• Engages with clients to identify unique reporting or operational requirements.
• Ensures timely, clear, and concise communication of client and prospect information.
• Documents new requirements and procedures within department protocol and escalates areas of concern.
• Creates and maintains onboarding cases within the Client Relationship Management system (CRM).
• Presents upcoming new relationships at meetings and manages feedback received.
• Assists the Relationship Manager in servicing existing clients.
• Supports the resolution of operational issues identified by clients, consultants, custodian banks, or internally.
• Works directly with clients and other MFS departments regarding cash flow notification, portfolio rebalancing, in-kind transition coordination, reporting requirements, compliance reporting and certifications, contract amendments, guideline changes, compliance matters, due diligence, and operational details.
• Communicates client-initiated changes or updates to investments, working with Product Management, Institutional Portfolio Managers (IPMs), and Compliance to implement.
• Assists with the communication and implementation of MFS-driven changes or enhancements to product guidelines.
• Prepares for client meetings by providing relationship status and updates on completed and ongoing matters.
• Participates in the preparation and finalization of portfolio review materials.
• Works closely with other MFS departments to ensure strong team communication on operational and administrative matters and new projects.
• Updates CRM with all client touch points.
• Maintains client records, client contracts, and correspondence in firm databases.
• Ensures work meets department standards and initiates procedures to improve processes and quality control.
• Collaborates with Sales/Relationship Coordinators globally on an as-needed basis.
• Assumes additional responsibilities as requested.

Requirements

• Bachelors’ degree or equivalent experience preferred.
• Willingness to complete other studies as regionally required.
• Relevant experience within the financial services industry.
• Exceptional organization skills.
• Ability to work independently as a team player with all levels of the firm.
• Strong attention to detail and commitment to the highest quality standards.
• Excellent written and oral communication skills.
• Proven project management skills.
• Analytical skills.
• Strong influencing and negotiation skills.
• Ability to work well with and manage projects & transitions involving individuals at all organizational levels.
• Demonstrated ability to prioritize work effectively.
• Adaptability to changing internal priorities and client demands.

Skills

• Fluent Spanish
• Client Service
• New Account Onboarding
• Contract Negotiation
• Investment Guideline Management
• Operational Documentation
• Regulatory Documentation
• Project Management
• Analytical Skills
• Communication Skills
• Influencing Skills
• Negotiation Skills
• Organizational Skills
• Attention to Detail

Location

• Remote
• Onsite

Work Type

• Hybrid

Experience Level

• Relevant experience within the financial services industry

Education Level

• Bachelors’ degree or equivalent experience preferred
• Willingness to complete other studies as regionally required

Benefits

• Competitive benefits programs
• Family-friendly policies that support work-life balance needs

About the Company

• 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.
• For almost a century, investors around the world have trusted MFS to achieve their investment goals.
• Since 1924, when our founders invented the mutual fund, collaboration, a long-term focus and skilled active research have fueled our success.
• As a leading global investment manager, we hire employees who share our values, align with investors who share our long-term philosophy, and always act in the best interest of our clients.

Equal Opportunity

• MFS is an 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, linked for your reference.