Client Service Associate

2 settimane fa

Milano, Lombardia, Italia Mfs Investment Management A tempo pieno
Role Overview

MFS Investment Management is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our Client Services team, you will be responsible for providing support to our Relationship Management and Sales teams, ensuring the production of accurate marketing materials for client and sales engagement activities across business streams and territories.

Key Responsibilities

• Support the Client Services team in managing the content creation process via project management of partner teams, ensuring relevant production specialists are working to correct deadlines and data and brand parameters.
• Work in close coordination with the wider team to build confidence in influencing decisions of Senior Leadership, Managing Directors, and Business Partners across Distribution, in accordance with business and compliance rules and Service Level Agreement, regarding the build and usage of Client/Sales Meeting Materials.
• Develop professional working relationships to become a trusted partner, working with automated systems to autonomously pull together materials, understanding and applying business and compliance rules as required.
• Support the wider team in creating customized sales and marketing presentations for the full spectrum of institutional investments, based on knowledge of the product(s), benchmark, and other data.
• Create ad-hoc materials (due diligence, product, etc.) to enhance the sales process.
• Work in close coordination with the client-facing team on the production and distribution of pitch and client review books (including providing customized data), and correspondence.
• Check data input for accuracy and develop the ability to field inquiries from the field team to properly assess their needs and direct them to a solution, ensuring satisfaction with the service level received.
• Utilize the CRM database as a central resource to maintain and track all appropriate contacts and activities within the assigned territory.
• Generate regular and custom reports as necessary.
• Work with Client Services Specialists to develop, communicate, and implement workflow procedures relative to sales and relationship management functions.
• Communicate issues or trends to managers relative to workflow, operational, or compliance issues that arise in the course of job responsibilities.

Requirements

• Degree or equivalent.
• Previous experience in office management required.
• Strong written and verbal communication skills in English and Italian.
• Proven ability to organize and coordinate multiple projects simultaneously with great attention to detail.
• Ability to work effectively in a team-oriented environment and independently, with minimal direction.

What We Offer

At MFS Investment Management, we value our employees as family and strive to create 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. We offer competitive benefits programs and family-friendly policies that support the work-life balance needs of our employees. MFS Investment Management is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

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