Client & Sales Engagement Associate

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.

THE ROLE

The Client & Sales Engagement Associate under the direction of the Manager will be responsible for coordinating logistics relative to client and sales related activities, including managing the production of appropriate and accurate marketing materials, across business streams and territories. This involves factoring applicable contractual information, regulatory environment, compliance and business rules.

The Client & Sales Engagement Associate will seek direction from the Client & Sales Engagement Sr Supervisor to start to develop their understanding of MFS products and vehicles to effectively assist in sales and relationship management efforts. The Client & Sales Engagement Associate will enhance prospect and client relationships by providing outstanding service.

WHAT YOU WILL DO

• Under the direction of Team Lead/Sr Supervisor work as part of the team to develop relationships to become the primary contact for Sales and Relationship Management personnel within assigned territory, including coverage for both local and satellite offices. Help coordinate all details, logistics and materials related to client, prospect and due diligence meetings. Coordinate the content creation process via project management of partner teams, ensuring that relevant production specialists are working to correct deadlines, following compliance and brand parameters.

• Develop technical knowledge of the CRM database which is a central resource to maintain and track all appropriate contacts and activities within assigned territory. Generate regular and custom reports as necessary. Work alongside internal stakeholders to establish and maintain client reporting deliverables via reporting systems and support client inquiries. Initiate client reporting requests in customized formats; Research data discrepancies with the Client & Sales Engagement Specialists and/or Senior Specialists of other internal departments to ensure satisfaction and a high level of service.

• Under the direction of the Sales and Relationship Management personnel, produce and distribute accurate, compliant presentations for the full spectrum of MFS products.  With support from line manager, determining the urgency of the request and ensuring satisfaction with service level received. Assist in preparation for client meetings including providing a status of relationship and update on completed ongoing matters and finalize materials. Interact with clients when appropriate and take the lead on any follow-through on all problem resolution and information requests associated with the meetings. May participate in meetings at MFS or at external sites as appropriate.

• Dependent upon business steam, work alongside Marketing Managers, Event Planners and Distribution team to support the planning and execution of industry events and roadshows, within departmental budget.

• Interface with internal and external contacts including investment teams and management in order to fulfill job requirements. Under the direction of the manager works in close coordination with the wider team to build confidence in how to influence decisions of senior leadership, Managing Directors and business partners across Distribution as it pertains to the production and usage of marketing materials. Start to build professional working relationships to become a trusted partner.

• Follows established processes and procedures relative to the support of  Sales and Relationship Management functions. Communicates issues or trends to manager regarding workflow, operational, or compliance matters that arise in course of job responsibilities.

• Under the direction of the manager develops the ability to field inquiries from the Sales and Relationship Management teams, properly assessing their needs and directing them to a solution. With supervision determines the urgency of requests and advises on the appropriate information to send to the sales prospect or client, ensure satisfaction with service level received.

• Assist other teams within the department and perform additional duties as requested by manager.

WHAT WE ARE LOOKING FOR

• Degree or equivalent education or experience.

• 0-1+ years professional experience in a related environment.

• Strong written and oral communication skills in English.

• Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail and to meet deadlines.

• Ability to work effectively in a team-oriented environment.

• Demonstrated fluency in Microsoft Office suite applications.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE:

• Depending on business stream and territory, fluency in additional language may be required.

REQUIRED LICENSES/CERTIFICATIONS:

• US position requires FINRA Series 6 and 63 registrations in accordance with MFS licensing policy.

At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) 

• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider

• Education Assistance: Tuition reimbursement up to $8,000 annually 

• Education Assistance: Access to discounted tutors and college coaches

• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves

• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account

• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)

• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them

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At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

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 [email protected] for assistance. 

MFS is an 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 Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.