Investment Services Specialist
Why we need you.
We?re growing and our clients deserve the best. As an Investment Service Specialist process required paperwork and provide customer service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork.? In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness.
Daily and monthly responsibilities - What your days and weeks will include.
- Review broker dealer new business submissions for accuracy and completeness.
- Identify cases that are not in good order (NIGO) and work with our Field force to resolve. ?
- Provide telephone support to both internal and external customers concerning paperwork requirements, NIGO issues, setting up customer accounts, etc.
- Process client data into back office systems with a high level of accuracy.
- Research and resolve operational issues as needed.
- Identify and resolve problems using Root Cause Problem Solving tools.
- Work effectively to meet/exceed productivity and quality standards. ??
Required skills and qualifications - The qualifications that are needed for this role:?
- Superior telephone and communication skills
- Strong organization and analytical skills
- Excellent data entry skills
- Ability to work in a fast paced environment and adhere to strict deadlines
- Ability to work overtime and/or work a flexible shift arrangement as business needs arise.
Preferred qualifications - Additional skills that make you a great fit
- 2+ years financial services industry knowledge
- College degree preferred or equivalent business experience
- Knowledge and understanding of FINRA/SEC rules and regulations preferred