Client Service Representative I

About the Role

MFS Investment Management is seeking multiple Client Service Representatives to form a class for February of 2027. This position provides an excellent training program to start, with the opportunity for advancement after six months. Employees in this role are required to be physically present in the office.

Key Responsibilities

• Responds to incoming phone calls from existing and potential MFS clients about MFS products.
• Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
• Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
• Maintains proper documentation of telephone calls and performs additional duties as requested.
• Interacts with other departments within the Service Center to resolve problems and answer questions.

Requirements & Tech Stack

• General knowledge of Microsoft Office products preferred.

Qualifications

• Associate’s Degree or equivalent experience preferred.
• 0-1+ year of customer service experience preferred.
• 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. This position is not eligible for sponsorship.

Compensation

• Base Salary: $25.27 per hour
• This position is eligible for competitive incentive bonus.