Client Service Manager

MFS Investment Management
Boston, USA
25 May 2023
24 Jun 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.


Using discretion and judgment, the Client Service Manager directs and performs new account on-boarding and client service functions for a dedicated group of Institutional and Wholesale/ Platforms (if applicable) clients, by developing relationships and providing value added services. Works together with the Relationship Manager and other areas of MFS to service clients and ensure strong team communication on relevant matters. Takes the lead as the client's liaison for administrative and operational matters. Responsible for initiating, developing, and maintaining organizational structure/systems/processes to ensure that client needs are met on a consistent, accurate and timely fashion and in compliance with relevant MFS policies.

A key member of the MFS Relationship Team for a dedicated group of sophisticated Institutional, Wholesale clients and prospects including Defined Benefit and Defined Contribution Plans, Public Plans, Endowments/Foundations, Sovereign Wealth, Insurance, and certain Sub-Advisory plans investing in a variety of equity, fixed income and multi asset products in separate accounts and pooled vehicles.

  • Partners with the Sales and Relationship Management Team during the on-boarding of new accounts and is a key point of contact for clients and internal business partners during these complex, highly visible transitions.
  • Partners with the Relationship Manager to service existing clients and on-boarding of new accounts as it relates to cross sell activity. Leads and supports the successful resolution of all operational issues identified by the clients, their consultant or custodian bank, as well as internally assessed challenges.
  • Works closely with other MFS departments (e.g., Global Transitions, Portfolio Management, Product Management, Legal, Compliance, Operations, Client Reporting, Finance, and MFD) to ensure strong team communication on relevant operational and administrative matters and new projects.
  • Updates CRM with all client touch points. Maintains client records, client contracts, and correspondence in firm databases as required. Ensures work meets department standards and initiates procedures to improve processes and overall quality control.
  • Collaborate with the Sales/Relationship Coordinator(s) within their territory on a as needed basis. The coordinator is responsible for organizing the logistics of prospect and client meetings working closely with other MFS departments to pull together presentation materials. The Client Service Manager and Coordinator may work together to field inquiries from clients and sales prospects and will provide firm level information and portfolio data as requested.
  • Ensures timely, clear and concise communication of client and prospect information to make certain MFS can meet their unique requirements. Documents all new requirements and procedures within the department protocol and escalate areas of concern or those thought to be challenging.
  • Assumes additional responsibilities as requested.


  • Preferably Minimum of five to six years of Institutional investment industry related experience; Transition Management experience preferred.
  • Bachelors' degree or equivalent experience preferred. MBA and/or CFA preferred.
  • Exceptional organization skills, ability to work independently as a team player with all levels of the firm.
  • Strong attention to detail, and commitment to the highest quality standards.
  • Excellent written and oral communication, proven project management, analytical skills, strong influencing, and negotiation skills. Ability to work well with and manage projects & transitions that include representation from individuals at all organizational levels.
  • Demonstrated ability to prioritize work effectively and show adaptability to changing internal priorities and client demands.
  • Thorough knowledge of relevant PC programs, including Microsoft Office and familiarity with CRM platforms. Ability and willingness to learn new programs as needed.



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.

What we offer:
  • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

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 for assistance.

MFS is an Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision , linked for your reference.