Distribution Client Services Associate
4 weeks ago
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 Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and sales engagement activities across business streams and territories. The Distribution Client Services Associate will also assist with factoring applicable contractual information, regulatory environment, compliance and business rules.
The Distribution Client Services Associate will seek direction from the Team Lead to start to develop their understanding of the products and vehicles at MFS to effectively assist in relationship management efforts. The Distribution Client Services Associate will enhance client relationships by providing outstanding service.
WHAT YOU WILL DO- Support the Client Services team to manage content creation process via project management of partner teams, ensuring that relevant productions SMEs are working to correct deadlines, and data and brand parameters.- 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, in accordance with business and compliance rules, and Service Level Agreement, regarding the build and usage of Client/Sales Meeting Materials. Start to build professional working relationships to become a trusted partner.-
- Support the wider team to create customized sales and marketing presentations for full spectrum of institutional investment based on knowledge of the product(s), benchmark, and other data. Create ad hoc materials (due diligence, product, etc.) to enhance sales process.- Works in close coordination with the Senior Specialist on the production/distribution of client review books (including providing customized data), and correspondence. Proof figures for “reasonableness” and accuracy.- Develops the ability to field inquiries from field team to properly assess their needs and direct them to a solution. To determine the urgency of the request and to determine which information is appropriate to send to the sales prospect or client. Ensure satisfaction with service level received.- Utilize the CRM database as central resource to maintain and track all appropriate contacts and activities within assigned territory. Generate regular and custom reports as necessary.- Works with Client Services Specialist to develop, communicate, and implement workflow procedures relative to sales and relationship management functions. Communicate issues or trends to manager relative to workflow, operational, or compliance issues that arise in course of job responsibilities.- Support the Client Services Specialist to control all aspects of external events such as roadshows, product focused events and industry conferences. Support the wider Client Services Team with event planning and external vendors working within department budget. Provides support to manage the coordination and production of all materials. Coordinate regular and specialized mailings to established contact lists. Provides when required customized lists for targeted and time sensitive communications.- Assist other teams within the department and perform additional duties as requested by manager.
WHAT WE ARE LOOKING FOR- Fluency in English and one other European language preferred.- English and Mathematics at GSCE standard.- Language requirement dependent on territory.- Ability to work independently, with mínimal direction, and meet deadlines.- Strong written and verbal communication skills.- Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail.- Ability to work effectively in a team-oriented environment.
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What we offer:
At MFS, we view our employees as family — and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
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- Affirmative Action and Equal Opportunity Employer_
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