Sr. Consultant - Client Service (Italian Language required) 12 Month Fixed Term Contract
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About the role
Using discretion, judgment, and industry knowledge, takes the lead in managing projects that have a broad impact on the functions of the U.S. National Accounts & Global Client Service Team as well as other parts of broader organization. Makes recommendations and implements processes/procedures to reduce risk, enhance service, and increase effectiveness. Directs and performs client service functions for a dedicated group of clients by developing key relationships and providing value added services. Works together with Relationship Managers 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 client needs are met on a consistent, accurate and timely fashion and in compliance with all relevant MFS policies.
Responsibilities
- Implements, maintains, and monitors the Global Client Service platform and associated business standards based on information solicited through ongoing feedback from internal partners and the best practices in the marketplace.
- Acts as a technical resource for the Global Client Service team; Maintains up-to-date knowledge of market trends and compliance issues; understands and implements any required changes to regulatory disclosures. Trains staff where necessary to ensure consistency of standards in client service.
- Facilitates the documentation of services for unique client requirements. Acts as a workflow resource to members of the team. Communicates with employees from other departments. Leads efforts to document and maintain processes and procedures.
- Responsible for a designated book of business. Partners with the appropriate Relationship Managers and regional business heads to effectively handle all transitions associated with the assigned book and ensures client reporting, processing and ad hoc servicing needs are met.
- Updates Client Relationship Managers with all relevant client touch points. Maintains client records, client contracts, and correspondence in firm databases as requires. Ensures work meets department standards and initiates procedures to improve processes and overall quality control.
- Provides direction to and mentors existing Client Service Managers.
- Assumes additional responsibilities as requested.
Requirements
- Bachelor's degree required
- Fluent Italian required
- Substantial relevant experience in the financial services industry
- Solid understanding of separate account and commingled product structure, operations and regulations in the covered markets.
- Deep understanding of the transition management, amendments and flows processes within the firm.
- Strong management skills and sound business judgment. Ability to work independently across different time zones and markets as required.
- Demonstrated ability to have a measurable impact on the organization. Proven track record as a team player.
- Excellent oral and written communication skills and decision-making abilities. Ability to work well with personnel at diverse organizational levels.
- Knowledge of product design, regulatory issues, compliance, vehicles and investments that promotes credibility when working closely with sales, relationship management, investment specialists, and operational areas of the firm.
- Very strong analytical, organizational, project management, communication and influencing skills.
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Additional Information
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.
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Company Intel
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