Sales & Relationship Coordinator (Fixed Term Contract)
Whether you're an investment professional, an expert in sales or a technology specialist, you'll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.
Job Description Job Description: This is a great opportunity for a Sales and Relationship Coordinator to support the the sales team, relationship managers, consultant relations and client service teams within MFS.
Principal Responsibilities: - Serve as a point of contact for sales, client review and consultant meetings and requests for presentation books and meetings for MFS EMEA.
- Working within established processes, coordinate production of presentation books with the Desktop group, Sales Directors, Relationship Managers, Consultant Relations, Compliance and investment personnel within agreed deadlines.
- Act as coordinator for EMEA marketing materials and client and consultant communications and mailings and information requests,
- Maintain accurate metrics/statistics around meetings identifying main trends and elevate any issues encountered regularly.
- Provide management with reports outlining key statistics.
- Review CRM reports proactively to identify upcoming meetings and calls and ensure all meetings are accurately recorded and preparation is complete.
- Utilize CRM database as central resource to maintain and track all appropriate contacts and activities within assigned coverage.
- Generate regular and custom reports as requested in support of Sales, Relationship Managers, Consultant Relations and Client Service Managers.
- Build and maintain good understanding of investment management, the institutional marketplace, awareness of industry trends and undertake training where necessary.
- Perform other duties as required by the business and the reporting line manager.
Job Requirements: - Degree or high level of school qualifications preferred; high degree of literacy and numeracy required
- Previous support experience required, within a team-driven environment.
- Broad understanding of financial services industry in general and MFS' product and service offerings in particular.
- Excellent coordination skills.
- Excellent communication skills, written and verbal.
- Good attention to detail.
- IT skills: Microsoft Office (Outlook, Word, Excel, PowerPoint); Adobe Acrobat., SalesLogix.
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If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.
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