Senior Associate, CLCM

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/Docufiling

▪ 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 filing 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

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▪ 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 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.