The board
- Hours
- Full time
- Where
- Boston
- Posted
- Sep 21
Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers. This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:
At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales work at an asset manager.
MFS co-op positions are a 6-month commitment, working Monday – Friday (beginning on Wednesday, January 13th through Friday June 25th, 2027), and work between 35-40 hours. Our program is designed for undergraduate students…
What you'd do
- Maintain C360 (SalesForce) system activity for Inside Sales: Adding new advisors, updating advisor information, and scheduling activities.
- Order product materials for dissemination through our Harte Hanks account.
- Customized Seminar invites, postcards and document on demands Books
- Coordinating literature and marketing materials for external field force and ISF
- Provide up to date market statistics for the ISF and Field Force on a daily basis
- Learn about financial hypothetical illustrations and bind literature materials etc. for advisors to utilize during wholesaler meetings
- FINRA Broker checks to verify they are advisors per Compliance.
- Scheduling and set up for meetings, book conference rooms, organize video conferencing needs.
- Run weekly activity reports for the ISF.
What they want
- Proven attention to detail and strong organizational skills.
- Strong written and verbal communication.
- Ability to manage multiple tasks and projects effectively and efficiently.
- Working knowledge of computer-based programs including MS Word and Excel.
- Familiarity with Salesforce and Tableau.
- Starts
- 2026-09-21