Eric George Email & Phone Number

Boston, Massachusetts, United States

• Manage day-to-day operations and tasks for a workgroup of Client Service Representatives (CSRs) to ensure that all personnel follow MFS policies and procedures.• Function as a subject matter expert concerning products serviced by the department to aid with the development of procedures and business processes. • Aid with complex and/or sensitive customer service issues while balancing customer expectations with potential monetary impact to the firm. • Generate department reports to analyze performance and facilitate coaching for individual CSRs and the team to achieve quality and productivity KPIs.• Ensure prompt communication of pertinent information by conducting regular staff meetings.• Conduct interviews and make hiring decisions based on the needs of the team.

Quincy, Massachusetts, United States

•Evaluated inbound calls for the Communications department, ensuring adherence to department quality standards and compliance with internal procedures and industry regulations.•Supported various departments at the transfer agency by reviewing financial and non-financial processing for accuracy, completeness, and compliance with internal and industry standards.

Boston, Massachusetts

•Assisted clients with financial and non-financial requests while maintaining premier quality customer service and complying with internal procedures and industry regulations.