Job Description
Job Description 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.
Begin to process required paperwork and provide basic customer service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and other various supplemental accounting paperwork. Review broker dealer new business submissions for accuracy and completeness.
Identify cases that are not in good order (NIGO) in order to alert our Field force for resolution.
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.
