Financial Services Operations Specialist
7 hours ago
Company Overview
MassMutual Careers is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. Our commitment to innovation, excellence, and customer satisfaction has made us a trusted partner in the industry.
About the Role
We are seeking a highly motivated and detail-oriented Financial Services Operations Specialist to join our team. As an Investment Services Specialist, you will play a critical role in processing new business submissions, reviewing paperwork for accuracy, and providing exceptional customer service.
Main Responsibilities
Review and verify the accuracy of new business submissions, ensuring all necessary documentation is complete and in order.
Communicate with advisors and clients to resolve any issues or concerns related to paperwork or account setup.
Process client data into back-office systems with precision and attention to detail.
Identify and resolve operational issues, working closely with the Field Force to ensure seamless workflow.
Apply problem-solving skills to identify and resolve complex issues, using Root Cause Problem Solving tools as needed.
Meet/exceed productivity and quality standards, consistently delivering high-quality results in a fast-paced environment.
Requirements and Qualifications
2+ years of operational work experience and/or experience reviewing items for accuracy.
2+ years of customer service experience and/or working with internal or external customers.
High School Diploma/GED or HiSET.
Able to pass a non-registered fingerprint background check as part of the hiring process.
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