Client Service Representative I - February Start

MFS•Boston, MA

10d•Hybrid

About The Position

MFS Investment Management is hiring multiple Client Service Representatives for a class beginning in February 2027. The role responds to incoming telephone inquiries from current and prospective MFS clients and provides general product knowledge about financial and non-financial transactions. It includes an initial training program, with the opportunity for advancement after six months. Employees in this role are required to be physically present in the office, although MFS describes its general work environment as hybrid unless otherwise stated in a job posting.

Requirements

Detailed communication and analytical skills.
Strong attention to detail and organizational skills.
Applicants must be currently authorized to work in the United States on a full-time basis; the position is not eligible for sponsorship.

Nice To Haves

Associate’s degree or equivalent experience preferred.
0–1+ year of customer service experience preferred.
General knowledge of Microsoft Office products preferred.

Responsibilities

Respond to incoming calls from existing and potential MFS clients about MFS products.
Process routine and complex financial and non-financial transactions while meeting or exceeding department productivity and quality standards.
Resolve basic account problems and questions; initiate research on more complex problems by directing them to the appropriate work area.
Communicate by telephone, fax, and email with shareholders, participants, broker/dealers, and others to verify information, clarify requests, or provide requested documentation.
Maintain proper documentation of telephone calls.
Interact with other Service Center departments to resolve problems and answer questions.
Perform additional duties as requested.

Benefits

Competitive incentive bonus based on individual and company performance.
MFS contributes an amount equal to 15% of base salary to the employee’s retirement account, separate from the company-sponsored 401(k).
Education assistance: $100 monthly contribution directly to a loan provider, up to a $10,000 lifetime maximum.
Tuition reimbursement up to $8,000 annually.
Access to discounted tutors and college coaches.
Generous time off and fully paid leaves, including 20 weeks for maternity leave and 12 weeks for parental and caregiver leaves.
Choice of medical and dental plans.
Employer contribution to a Health Savings Account.
Tax-deferred commuter benefits and flexible spending accounts for medical and dependent care.
Wellness programs, including wellness webinars, an employee assistance program focused on mental health, and a subsidized fitness benefit through Wellhub.