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Client Service Representative I – MFS

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MFS Investment Management is seeking multiple Client Service Representatives to form a class, who will be responsible for responding to incoming telephone inquiries from various MFS clients and provide general product knowledge about financial and non-financial transactions. This position provides an excellent training program to start, with the opportunity for advancement after six months.



  • 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.



  • Associate’s Degree or equivalent experience preferred
  • 0-1+ year customer service experience preferred
  • Strong communication and analytical skills
  • Strong attention to detail and organizational skills
  • General knowledge of Microsoft Office products preferred
  • Employees in this role are required to be physically present in the office.






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