Arthur Malone Email & Phone Number

Communicate with assigned clients to identify and address service issuesAct as client liaison with other MFS and MFSC departments to resolve customer service issuesUtilize MFSC technological resources to ensure consistent delivery of quality service to clientEvaluate and process a wide variety of transactions and customer requests based on client needsAccountable for all aspects of workflow, from receipt through processing and quality reviewServe as a resource for peers… Show more Communicate with assigned clients to identify and address service issuesAct as client liaison with other MFS and MFSC departments to resolve customer service issuesUtilize MFSC technological resources to ensure consistent delivery of quality service to clientEvaluate and process a wide variety of transactions and customer requests based on client needsAccountable for all aspects of workflow, from receipt through processing and quality reviewServe as a resource for peers, clients, and managementPerform quality control review of processed itemsAssist with the training and development of Processing Representatives I, II, and IIIProvide support as primary contact for all Omnibus clientsReceive, assess and process exception items/projects as requested by clientReview daily reports as assigned by managementMonitor department queues and coordinates responsePerform special research and processing projects as necessary Show less

Provided operational assistance to MIL wholesalers and sales desk personnelCollaborated with the Transfer and Data Processing Agents to resolve complex problemsAssisted in the AML monitoring and review of the Cayman Registered Floating Rate Income FundEnsured all questions and concerns were resolved in a timely and efficient mannerEntered and maintained customer and broker complaint information for annual reporting requirements to Luxembourg examinersWorked in partnership… Show more Provided operational assistance to MIL wholesalers and sales desk personnelCollaborated with the Transfer and Data Processing Agents to resolve complex problemsAssisted in the AML monitoring and review of the Cayman Registered Floating Rate Income FundEnsured all questions and concerns were resolved in a timely and efficient mannerEntered and maintained customer and broker complaint information for annual reporting requirements to Luxembourg examinersWorked in partnership with other departments to develop procedures to enhance quality, quantity, and flow of workProvided feedback to Management on quality and quantity of work performed as well as other issues effecting department Show less

Audited and maintained records on sales reporting systemsCreated and distributed reports to domestic and international sales companiesMonitored and ensured accuracy of regional sales and marketing data company wideServed as a liaison between sales company, marketing divisions and field force Provided training and mentoring to internal sales reporting system usersTracked expense of promotional and entertainment expenses, etc. in accordance with company and SEC… Show more Audited and maintained records on sales reporting systemsCreated and distributed reports to domestic and international sales companiesMonitored and ensured accuracy of regional sales and marketing data company wideServed as a liaison between sales company, marketing divisions and field force Provided training and mentoring to internal sales reporting system usersTracked expense of promotional and entertainment expenses, etc. in accordance with company and SEC guidelinesConducted training sessions for sales desk members on correct policies and procedures governing multiple sales reporting systems Facilitated meetings for initial implementation of secondary sales system, provided ongoing training Created and maintained system to identify problems within the annuities system, rectified issues with vendorProvided general backup for all team members Show less

Served as a liaison between MFD and MFSC internally and as a client liaison for external vendors Researched and resolved operational issues; facilitated exception processing using company guidelinesAnalyzed and resolved commission problems for dealers as requestedEnsured legal compliance regarding prospectus contentAssisted service center employees with operational issues