Retail Internal Associate
| Company | MFS |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree preferred or equivalent experience in a related field.
- Strong verbal communication, organizational and interpersonal skills.
- Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment.
- Ability to work independently, providing simultaneous support to several individuals.
- Strong attention-to-detail and highly analytical.
- Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS’ licensing policy.
Responsibilities
- Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis.
- Schedule and coordinate with both BOA’s and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls.
- Initiate and follow-through on problem resolution and information requests.
- Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions.
- Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
- Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis.
- Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters and various related external wholesaler tasks.
Preferred Qualifications
- Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is preferred.