The posting
Roles and Responsibilities
Under the supervision of team leads such as Supervisor (“SUP”), and Assistant Vice President (“AVP”), Associates – Client Lifecycle Management – Fiduciary provide services to internal stakeholders as follows:
Revenue Opportunities ▪ ensure the review completion of assigned contracts, and accurate identification of service caps stipulated within for applicable services/matters; ▪ properly execute timesheet review for applicable matters according to identified action codes; ▪ work with colleagues to ensure quality control is established for each jurisdiction; ▪ enhance, and streamline the overall revenue opportunities process; and ▪ perform review tasks, and help cover responsibilities of Senior Associates, as necessary.
Delaware Entity Services/Global Entity Services ▪ accurately identify digital documents, and prepare digital mail drafts referencing on client protocols, and client notes; ▪ appropriately prepare fee templates based on reports downloaded from our internal accounting system; ▪ properly rename, and file evidence, and invoices received from the State of Delaware for applicable service requests into our internal file management system; ▪ assist with planning, and communication with internal stakeholders; ▪ work with colleagues in enhancing the workstream focusing on risk control, and efficiency; and ▪ perform review tasks, and help cover responsibilities of Senior Associates, as necessary.
Docusign/Document Filing ▪ ensure the accurate, and timely preparation of Docusign envelopes for internal stakeholders based on tailored requests; ▪ properly rename, and file documents into our internal file management system whilst referencing on the established Fiduciary guidelines; ▪ work with colleagues in enhancing the workstream focusing on risk control, and efficiency; and ▪ perform review tasks, and help cover responsibilities of Senior Associates, as necessary.
Training and Development ▪ demonstrating a commitment to acquiring new capabilities, and constantly striving to improve performance; ▪ proactively seeking out, and taking advantage of training and development opportunities; and ▪ developing a continuous learning plan with the consent of the team leads.
Risk Management ▪ acting in accordance with legal, regulator, and internal risk management requirements, including complying with all MFS policies and procedures, and internal guidance notes; and ▪ reporting business issues to the Senior Vice President, and Global Head of Service Line.
Business Process Management ▪ understanding, and speaking knowledgably about the firm’s services, and their value; ▪ developing personal networks inside, and outside the firm for the benefit of the firm; ▪ delivering engagements on time, and to the client’s full satisfaction; ▪ exhibiting integrity, and confronting unethical actions; ▪ being aware of the sensitivity of information, and treat it appropriately; and ▪ demonstrating a high productivity level in work through time, and cost control.
Other ▪ ad-hoc projects, including reporting, as required.



