Senior Associate, Client Lifecycle Management (CLCM)

Senior Associate, CLCM

Job Description

Roles and Responsibilities

Under the supervision of team SUPs, AVPs, VPs, and SVPs, Client Lifecycle Management Associates

provide services to internal stakeholders as follows:

Revenue Opportunities

▪ under guidance of a SUP, AVP, VP, or SVP, ensure the review completion of assigned contracts,

and accurately identify fee caps stipulated within;

▪ under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to ensure quality control for

each jurisdiction;

▪ under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to explore ways to

streamline the overall process; and

▪ perform review tasks, and help cover responsibilities of SA as necessary.

Delaware Entity Services/Global Entity Services

▪ under guidance of a SUP, AVP, VP, or SVP, ensure the accurate, and timely completion of tasks

assigned.

▪ under guidance of a SUP, AVP, VP, or SVP, assist in managing the communication, and planning

with stakeholders;

▪ under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to explore ways to

streamline overall process; and

▪ perform review tasks, and help cover responsibilities of SA as necessary.

Docusign/Docufi ling

▪ under guidance of a SUP, AVP, VP, or SVP, ensure the accurate, and timely completion of tasks

assigned;

▪ under guidance of a SUP, AVP, VP, or SVP, assist in managing the communication, and planning

with stakeholders;

▪ under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to explore ways to

streamline overall process;

▪ ensure quality control of envelopes created, and proper fi ling of documents are followed; and

▪ perform review tasks, and help cover responsibilities of SA 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

1

▪ developing a continuous learning plan with the consent of the AVP, VP, and SVP.

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 SVP, and Global Head.

Business Process Management

▪ understanding, and speaking knowledgably about the fi rm’s services, and their value;

▪ developing personal networks inside, and outside the fi rm for the benefi t of the fi rm;

▪ 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.

Required

Degree in accounting, fi nance, business, or computer/technology

Good English communication skill

Detail oriented

Team player

Positive attitude

Flexible and adaptable to changes

Fresh graduate or sub-degree holder with relevant experience

Ability to take each piece of work seriously

Relevant experience in accounting, fi nance, business, or computer/technology

Top 5 Non-Negotiable/Priority Requirements

Degree holder in accounting, fi nance, business, or computer/technology

Fresh graduate or sub-degree holder with relevant experience will be considered

Good English communication skill

● Strong Excel skill is an advantage

● Detail oriented, able to take each piece of work seriously

● A team player with positive attitude, fl exible and adaptable to changes