Buenos Aires C.F.
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.
The Investment Services Specialist will process financial planning , new business and client data / information and determines if submission are in:good order or not:in:good order per requirements.
This position is responsible for reconciling and communicating pending issues related to Financial Planning NIGOs (Not:in:good:order) while maintaining Service Level Agreement for all Financial Planning new business processing. The Investment Services Specialist works directly with MassMutual clients to receive credit card payment information for financial planning new business and process payment.
The successful candidate in the role ensures client centric response times for Credit card payment system with 70 service level. The Investment Services Specialist is responsible for managing departmental email boxes. This position requires problem solving, reconciliation skills and the ability to process payments with a high level of accuracy. The Investment Services Specialist also:
Oversees processing of all Financial Planning transactions such as check, credit card, brokerage and ACH.
Processes financial planning field compensation for weekly payroll.
Responsible for responding to inquiries about Financial Planning policies and procedures in a clear and timely manner.
Ability to work in multiple systems and mainframes simultaneously.
Performs other duties as required or assigned.
Generates system related reports
Provide ongoing service ( maintenance/updates to records as needed
Uses sound business judgment to independently make decisions pertaining to enforcement of business and company policies as well as industry regulations in order to manage risk of the business.
1 year prior data entry/payment processing experience with high levels of accuracy
Prior experience generating reports
Excellent communication skills ( written and verbal)
Proficiency in updating/creating files within various systems
Use of Microsoft Office ( Word, Excel,) in business environment
Ability to work in fast:paced, dynamic workplace
Prior experience processing large volume of daily transactions
1 year of experience in investment/financial industry
1 year Customer service experience in operations or phone based environment
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 2020 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 employerMinority/Female/SexualOrientation/Gender Identity/Individual with Disability/Pro