Defined Contribution Investment Sales Co-op Spring 2027 (January - June)

MFS Investment Management•Boston, MA

3d•$21 - $25•Hybrid

About The Position

This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including: Co-Op New Hire Orientation, Senior Leadership Speaker Series, Social & Networking Events, and Presentation Challenges. At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales works at an asset manager. The Defined Contribution Investment (DCI) Sales Co-Op participant is considered to be an integral part of the DCI Team and are provided with tasks that provide tremendous educational exposure. A DCI is essentially a type of retirement fund, and is one of our most important products. This position offers a great opportunity for someone interested in starting a career in sales. The DCI Sales Co-op will assist all areas of the department on product distribution activities. In addition, gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast paced, dynamic, fun and engaging.

Requirements

Proven attention to detail and strong organizational skills.
Strong written and verbal communication.
Ability to manage multiple tasks and projects effectively and efficiently.
Working knowledge of computer based programs including MS Word and Excel.
Must be currently enrolled in a co-op program through their college or university.
Must be able to meet our requirements.

Responsibilities

Work with Key Accounts group to help with meeting follow ups to be exported to internals
Any type of Salesforce data entry: Adding new DCI reps to Salesforce from lists provided from internal/external, and scheduling activities
Lengthy literature orders to offices per request of the internal/external sales teams
Existing literature orders placed at Harte Hanks, sending follow ups to internals.
Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes, and creating labels.
Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs.
Running call reports: DCI team, on a daily and monthly basis.
Assisting with efforts with Discovery to update client information and scrub data feeds
Working with Brightscope data to ensure accuracy