Supervisor, CLCM

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Job Description – Supervisor – Client Lifecycle Management – Fiduciary

Reporting Lines

Reporting Line

The Supervisor – Client Lifecycle Management – Fiduciary within Manila Center of Excellence (“Manila CoE”) reports to the Assistant Vice President of the department within Manila CoE.

Direct Reports

1-4 junior staff members

Roles and Responsibilities

Under the supervision of the team Assistant Vice President (“AVP”), Supervisors – Client Lifecycle Management – Fiduciary are responsible for assisting the management team with migrations, and projects, routine deliverables, and mentoring 1-4 junior staff members considered direct reports. This includes, but is not limited to, the following:

Revenue Opportunities

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manage the contract review allocation of each applicable jurisdiction while ensuring accurate identification of service caps stipulated, and timely completion;

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work with junior staff members to manage the quality control of each applicable jurisdiction;

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maintain the database of each applicable jurisdiction, and ensure newly onboarded clients are included in the review list;

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liaise with stakeholders across applicable jurisdictions, and manage changes as well as expectations;

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enhance, and streamline the overall revenue opportunities process; and

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perform review tasks, and help cover responsibilities of Assistant Vice Presidents, as necessary.

Delaware Entity Services/Global Entity Services

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manage the deliverable allocation of each workstream while ensuring accurate, and timely completion;

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work with junior staff members to manage the quality control of each workstream;

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establish good communication with stakeholders, and manage changes as well as expectations;

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enhance, and streamline the overall Delaware Entity Services/Global Entity Services workstream in Manila CoE;

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document, and plan applicable changes with operating procedures; and

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perform review tasks, and help cover responsibilities of Assistant Vice Presidents, as necessary.

Docusign/Document Filing

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manage the deliverable allocation while ensuring accurate, and timely completion based on established Fiduciary guidelines;

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work with junior staff members to manage the quality control;

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enhance, and streamline the overall Docusign/Document Filing workstream;

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identify, generate, and publish monthly KPIs for management reporting; and

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perform review tasks, and help cover responsibilities of Assistant Vice Presidents, as necessary.

Training and Development

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demonstrating a commitment to acquiring new capabilities, and constantly striving to improve performance;

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proactively seeking out, and taking advantage of training, and development opportunities; and

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developing a continuous learning plan in conjunction with the management team.

Risk Management

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acting in accordance with legal, regulator, and internal risk management requirements, including complying with all MFS policies and procedures, and internal guidance notes; and

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reporting business issues to the Senior Vice President, and Global Head of Service Line.

Business Process Management

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understanding, and speaking knowledgably about the firm’s services, and their value;

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▪ 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

▪ facilitate the migration of new processes, if any;

▪ responsible for training 1-4 junior staff members considered direct reports;

▪ planning, implementation, and supervision of the daily workflow of junior staff members considered

direct reports;

▪ assisting the management team with compilation of management, and risk reporting data; and

▪ assisting with ad-hoc projects, including reporting, as required.