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Job Details

CSR I

Company name
MFS Institutional Advisors

Location
Quincy, MA
2 hit(s)  

Profile

Job Description:

JOB DESCRIPTION

MFS Investment Management is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various MFS clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.

RESPONSIBILITIES INCLUDE:

* Responds to incoming phone calls from existing and potential MFS clients.

* Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.

* Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.

* Interacts with other departments within MFSC to resolve problems and answer questions.

* Maintains proper documentation of telephone calls.

* Responds to incoming phone calls about MFS' products while utilizing all available resources.

* Processes various financial and non-financial transactions as requested by customers following documented department procedures.

* Meets the department standards for productivity and quality.

* Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.

* Maintains proper documentation of telephone calls.

* Performs additional duties as requested.

QUALIFICATIONS:

* Associate s Degree or equivalent work experience

* Customer service experience preferred

* Strong communication and analytical skills

* Strong attention to detail and organizational skills

* General knowledge of Microsoft Office products preferred

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. Click here to view the 'EEO is the Law' poster and supplement.

Company Profile

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