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About 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 and other parts of the 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 with Relationship Managers and other areas of MFS to service clients and ensure strong team communication. Acts 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 consistently, accurately, and timely, in compliance with MFS policies.

Responsibilities

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.
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 ongoing feedback and marketplace best practices.
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 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 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.
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.

Requirements

Bachelor’s degree required
Fluent Italian 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.

Skills

Project management
Client service
Relationship management
Communication
Analytical skills
Organizational skills
Influencing skills

Location

Remote
Onsite

Work Type

Hybrid

Experience Level

Substantial relevant experience

Education Level

Bachelor's degree

Benefits

Competitive benefits programs
Family-friendly policies
Support work-life balance needs

About the Company

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 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, 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.