Client Service Representative I - February Start

MFS Investment Management•Boston, MA
•Hybrid

About The Position

MFS Investment Management is hiring multiple Client Service Representatives for a class starting in February 2027. The role responds to incoming telephone inquiries from MFS clients and provides general product knowledge about financial and non-financial transactions. MFS offers an initial training program and the opportunity for advancement after six months. Employees in this role are required to be physically present in the office, although MFS describes its work environment as hybrid unless otherwise stated in the job posting. The position is based at $25.27 per hour and is eligible for competitive incentive compensation based on individual and company performance. The role is not eligible for sponsorship; applicants must be currently authorized to work in the United States on a full-time basis.

Requirements

  • Detailed communication and analytical skills.
  • Strong attention to detail and organizational skills.

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, and 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 and perform additional duties as requested.
  • Work with other Service Center departments to resolve problems and answer questions.

Benefits

  • Competitive incentive bonus based on individual and company performance.
  • MFS contributes an amount equal to 15% of base salary to a retirement account separate from the company-sponsored 401(k).
  • Education assistance: $100 monthly contribution toward 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, plus an 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.
  • Additional incentive compensation based on individual and company performance.
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