Broker Dealer Services Associate Analyst

MFS Investment Management
Boston, MA

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.

THE ROLE

The Broker Dealer Services Associate Analyst provides customer service and problem resolution assistance to MFS’ Financial Intermediaries, Insurance Companies, Bank/Trust and Institutional Clients. Supports and is a resource for managers and other MFS departments providing customer service, problem resolution and transaction processing assistance to MFS clients. Key accountabilities for the role include processing a wide variety of transactions and customer requests, performing quality control review of processed items, performing estimate uploads, and reviewing daily reports as assigned by management.

What You Will Do

  • Coordinates with internal and external clients on processing, identifying and resolving service issues.
  • Utilizes MFSC technological resources to ensure consistent delivery of quality service to client.
  • Reviews service issues and suggests solutions according to departmental and company guidelines.
  • Accountable for all aspects of workflow, from receipt through processing and quality review.
  • Assists management with project plans and enhancements.
  • Utilizes available resources to answer and independently resolve problems.
  • Monitors department queues and coordinates response.
  • Assists in special research and processing projects such as data clean-up as necessary.
  • Ensures Internal Control Matrix and procedures are kept up to date.
  • Performs additional duties as requested.

What We Are Looking For

  • Bachelor’s degree or equivalent preferred.
  • 0-1+ years of industry experience.
  • Strong analytical and decision-making skills.
  • Strong written/oral communication skills.
  • Ability to work within established procedures with a moderate degree of supervision, manage multiple tasks, prioritize work and meet deadlines.

Base Salary Range: $48,500.00 - $69,500.00 This position is eligible for competitive incentive bonus.

Education

At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

  • MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
  • Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
  • Education Assistance: Tuition reimbursement up to $8,000 annually
  • Education Assistance: Access to discounted tutors and college coaches
  • Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
  • Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
  • Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
  • Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them

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.

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

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 [email protected] for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Posted 2025-11-25

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