Client Service/Clarifications Representative Client Service/Clarifications Representative …

MFS Investment Management
in Quincy, MA, United States
Permanent, Full time
Last application, 20 Jan 22
MFS Investment Management
in Quincy, MA, United States
Permanent, Full time
Last application, 20 Jan 22
Client Service/Clarifications Representative
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: Following established procedures, the Clarification Representative responds to incoming telephone inquiries from various MFS clients.

Principal Responsibilities
  • Communicate 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.
  • Interact with other departments within the MFS Service Center (MFSC) to resolve problems and answer questions.
  • Maintain proper documentation of telephone calls.
  • Execute outgoing phone calls about MFS direct transaction and maintenance requests while utilizing all available resources.
  • Process various financial and non-financial transactions as requested by customers following documented department procedures.
  • Resolve basic account problems and questions; initiate research on more complex problems by directing to appropriate work area for resolution.
  • Maintain proper documentation of telephone calls.
  • Meets or exceeds the department standards for productivity and quality.
  • Assists in the training of new Representatives, providing knowledge and direction to less experienced Representatives.
  • Assists other departments as needed.

  • Associate's Degree or equivalent work experience in a call center environment
  • Proven effective customer service skills
  • Strong communication and analytical skills
  • Strong attention to detail and organizational skills
  • General knowledge of Microsoft Office products preferred
  • Strong ability to multitask and handle inquiries on multiple product lines simultaneously


What we offer:
  • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

During the Covid pandemic, MFS Employees are currently working from home. When safe to do so and in accordance to local government guidelines, MFS will be a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.
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 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 EEO is the Law document and Pay Transparency Nondiscrimination Provision , linked for your reference.
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