Client Service Manager (German Language Required)
Client Service Manager (German Language Required)
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Job Description
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
Using discretion and judgment the Client Service Manager directs and performs new account onboarding 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 clients 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. The Client Service Manager will be required to communicate daily with both internal and external clients in a language that is an addition to the predominant language of where this role is based. 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 SubAdvisory plans investing in a variety of equity fixed income and multi asset products in separate accounts and pooled vehicles.
WHAT YOU WILL DO
Partners with the Sales and Relationship Management Team during the onboarding of new accounts and is a key point of contact for clients and internal business partners during these complex highly visible transitions.
- Responsible for coordinating both the internal and external review and negotiation of contracts and investment guidelines operational and regulatory documentation and funding activity (excluding operational set ups with custodians and other client appointed third parties).
- Works with the Product Management and Investment Teams to identify and resolve any guideline issues with the client.
- Partners with the Global Transition Team to ensure operational aspects of the transition are communicated and resolved.
- Engages with client to understand unique reporting or operational requirements and work with relevant MFS internal business partners to identify areas of customization for further discussion ultimately being responsible for ensuring that the clients reporting needs are met.
- Ensures timely clear and concise communication of client and prospect information to ensure MFS can meet their unique requirements. Documents all new requirements and procedures within the department protocol and escalates areas of concern.
- Responsible for updating the Client Relationship Management system (CRM) once business has been won presenting upcoming transactions at meetings and managing all feedback received. Key contributor during postfunding discussions to identify improvement opportunities.
Partners with the Relationship Manager to service existing clients and onboarding 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 directly with clients and other MFS departments regarding: cash flow notification portfolio rebalancing inkind transition coordination reporting requirements (e.g. performance account transactions and market/attribution commentary) compliance reporting and certifications contract amendments guideline changes directed brokerage requests compliance matters due diligence and operational details.
- Project manages any changes or updates to client investment guidelines initiated by the client; working with Product Management and Institutional Portfolio Managers (IPMs) and Compliance to implement. Project manages the communication and implementation of MFS driven changes or enhancements to product guidelines.
- Works with the Relationship Manager to prepare for client meetings by providing a status of relationship and updates on completed and ongoing matters; participates in the effort to prepare and finalize portfolio review materials. May participate in or host meetings at MFS or at client sites as appropriate
Other responsibilities.
- 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.
WHAT WE ARE LOOKING FOR
- Bachelors degree or equivalent experience preferred. MBA and/or CFA preferred.
- Fluent in a German essential for this role.
- 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
#MBLI
#LIHYBRID
At MFS we are dedicated to building a diverse inclusive and authentic workplace. If you are excited about this role but your past experience doesnt align perfectly we encourage you to apply you might be just the right candidate for this role or others.
What we offer:
At MFS we view our employees as family and like you we want our family happy and healthy. Thats why we provide competitive benefits programs and familyfriendly policies which support the worklife balance needs of our employees.
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 or email 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.
Required Experience:
Manager
Employment Type
Full-Time
