Associate, CLCM

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.

1 

Other  

ad-hoc projects, including reporting, as required.