Client Service Associate - Private Wealth

MassMutual•Springfield, MA

1d•Onsite

About The Position

As a Client Service Associate, you will be responsible for partnering with Private Wealth Managers to provide onboarding, administrative and transaction support for trust and wealth accounts for high-net worth individuals, families, and foundations. This role includes direct client interaction through the handling of client phone and email requests as well as the related transaction processing associated with such requests. In addition to helping service the Private Wealth Manager’s book of accounts, this position supports many centralized, in-office, responsibilities for the broader department. 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.

Requirements

Associate’s degree or 4+ years of customer service and/or case management experience
2+ years of customer service and/or case management experience
1+ years proficiency with Microsoft Office suite (e.g., Word, Excel, Copilot, PowerPoint, Outlook)
Candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

Nice To Haves

Excellent interpersonal and communication skills, both verbal and written.
Superior organizational skills and ability to effectively reprioritize an evolving workload.
Accountability to work independently and also engage in collaborative efforts with the broader team on other types of work.
Agility to adjust this approach as the business need dictates.
Familiarity with corporate trusts, discretionary matters, trust accounting principles and/ or estate settlement
Experience with broker/dealer or registered investment advisor (RIA) firms
Willingness to pursue higher trust education, courses, and attend Trust School
Ability to effectively and confidently facilitate meetings/ trainings/ presentations.
Experience with trust administration and trust accounting platforms
Excellent organizational skills with ability to effectively and continuously reprioritize an evolving workload.
Familiarity with financial services industry
Proficient with Microsoft Office suite (e.g., Word, Excel, Teams, PowerPoint, Outlook)
Strong drive for results, problem solving skills and attention to detail.
High energy and sense of urgency
Ability to work independently
Knowledge of private banking products and services
Understanding of MassMutual’s Financial Network

Responsibilities

Support 800-line phone inquiries and website troubleshooting requests.
Process client requests within the set service level agreement.
Participate in department huddles and problem-solving sessions, providing updates on metrics, service opportunities and different initiatives.
Proactively recognize and recommend process improvements to enhance customer service, increase efficiency or reduce unnecessary steps/hand-offs.
Additional projects and duties as assigned during peak processing seasons (ex: tax, year end).
Exercise the fiduciary standard of care to always act in the best interest of our client.