Financial Services Operations Specialist

7 hours ago


Springfield, Massachusetts, United States MassMutual Careers Full time

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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