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Investment Services Specialist (Brokerage/Direct)

Company: Mass Mutual
Location: Springfield
Posted on: December 4, 2019

Job Description:

Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual. Description Description A successful candidate will process, review documents and address document issues. The goal of the job is to create complete, accurate and in-good-order documents reaching the Business Acceptance Team. Responsibilities: * Process and support all business items within required time-frame. * Process maintenance items, advisory business requests, money movement and Transfer requests while enforcing paperwork requirements * Partner with the field, to resolve not in good order (NIGO) issues for submitted business within required time-frames * Provide brief, accurate instruction by phone, e-mail & written reference guides. * Set daily production goals, adhering to schedule and willingness to share with the team successes and failures in achieving daily goals. * Develop strong relationships with internal operations groups, and the MMLIS field force, to ensure cases are handled accurately and efficiently. * Facilitate the relationship between MMLIS Investment Advisor Representatives and professional money managers. This includes the maintenance of managed investment accounts. * Actively engage in Root Cause Problem Solving to support continuous improvement. * Cross train, to assist in the processing of business across MMLIS operation groups. Basic Qualifications include: * College degree or equivalent work experience * 2-5 years brokerage industry knowledge * Basic knowledge of registration types, brokerage account features, managed account attributes, billing of managed account. * Must be able to communicate effectively and efficiently with advisors, internal and external customers. * Must be able to Multi-task in a fast paced environment. * Be able to prioritize responsibilities to ensure deadlines are met. * Need to be detail oriented and accurate. * Ability to build partnerships with colleagues, be flexible and adapt to change. * Must possess problem solving and analytical skills. * Be flexible with overtime when needed * Open to obtaining securities licensing Software Skills: * Microsoft Excel, Microsoft Outlook, Microsoft Word, * FBSI, BPM, Wealthscape and Envestnet (Preferred) Why Join Us. We ve been around since 1851. During our history, we ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. Recognized as a 2019 World s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It s more than our company structure it s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

Keywords: Mass Mutual, Springfield , Investment Services Specialist (Brokerage/Direct), Other , Springfield, Massachusetts

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