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.