Elite Services
3 weeks ago
**The Opportunity**
As a **Business Acceptance Consultant **you will conduct back-office review and firm-accept**a**nce of Inforce business submissions related to Brokerage, Direct and Third-Party Advisory accounts. Additionally, it is expected that you will assist when needed with Brokerage/Advisory Transfer of Assets and Money Movement items for Business Acceptance, Suitability and Best Interest requirements**.**
**Position Location**
- If currently within a 50 mile commutable distance of Springfield, MA, position location will be 3 days a week in office
- If not within a commutable distance, this position will be 100% remote
**The Impact**
As a **Business Acceptance Consultant **you will effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors and provide guidance on suitability concerns and guidelines.
**Key Responsibilities Include**:
- Conduct back-office review and firm-acceptance of Inforce Account Maintenance business submissions related to Brokerage, Direct and Third-Party Advisory accounts. Additionally, it is expected that you will assist when needed with Brokerage/Advisory Transfer of Assets and Money Movement items for Business Acceptance, Suitability and Best Interest requirements**.**:
- Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times.
- Implementation and management of operational and supervisory procedures for the firm.
- Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking.
- Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines.
- Consistently identify and report to management on trending and risk mitigation measures.
**The Minimum Qualifications**
- 3+ years MMLIS experience and / or 5+ years experience with Brokerage/Advisory Transfer of Assets or Money Movement transactions
- High School Diploma/GED/HiSET
**The Ideal Qualifications**
- 5+ years MMLIS experience and / or 8+ years experience with Brokerage/Advisory Transfer of Assets or Money Movement transactions
- Superior customer service skills
- Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style
- High aptitude for effective problem resolution
- Strong organizational and time management skills are essential.
- Ability to work in a fast paced, ever changing environment
- High degree of ownership and sense of urgency
- College degree preferred with a concentration in business or finance
- Passion for embracing business process improvement opportunities
- High aptitude for effective problem resolution
- Must be able to think independently and tactfully challenge the opinions of others
**What to Expect as Part of MassMutual and the Team**
- Regular meetings with the Elite Services team
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
LI-DK1
LI-REMOTE
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.
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