Investment Services- Senior Associate

Who We Are – MassMutual India

MassMutual India – in partnership with MassMutual in the United States – will help shape a culture of innovation and to create digital products and technology solutions that help people secure their future and protect the ones they love.

Positioning MassMutual for its next 20 million customers and remaining innovative in a digital-first world led to the creation of MassMutual India in 2020. With its office in Hyderabad, MassMutual India was established to build an in-house team with expertise in application development and support, quality assurance, data sciences, IT operations and Insurance operations (BPO).

For 170 years, MassMutual has put its customers at the heart of what it does by providing holistic financial solutions, guidance, and education on their terms. Its long-term strategy helps ensure that policyowners and their loved ones can rely on them to be there when they need them most.

Job Description Summary

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.

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.

• Process most complex, high-profile in-force and new business applications. Process required paperwork and provide customer service for new and existing business. May perform lead worker duties such as assist in training, and answer questions from less experienced staff.

• 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.

Required skills and qualifications – The qualifications that are needed for this role:

• Strong organization and analytical skills

• Excellent data entry skills

In addition to business knowledge, requirement is to have candidate be proficient on Excel, Macro’s, PowerPoint presentations.

• 5-8 years financial services industry knowledge or experience in similar process support

• Ability to work in a fast-paced environment and adhere to strict deadlines

• Ability to work overtime and/or work a flexible shift arrangement as business needs arise.

Preferred qualifications– Additional skills/requirements that make you a great fit

• 5+ years financial services industry knowledge

• College degree preferred or equivalent business experience

• Knowledge and understanding of FINRA/SEC rules and regulations preferred

• As a member of the Wealth Management team, you will be subject to supervision requirements including Non-Registered Finger printing (NRF) and personal trading account oversight. Work timings: • This role requires flexibility to work in shifts (regular, afternoon shift, and night shift in India) as per business requirements on a rotational basis. Team members may require working in India night shifts initially for a few weeks for trainings.

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