MM

MM

Client Service Associate - Private Wealth

Springfield, MA · Full-time

Sponsorship not specified$61k-$77kDetected 2 days ago
AccountingExcelCustomer SupportLeadershipCommunicationProblem SolvingOrganizational SkillsMicrosoft Office

About the role

  • 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 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.

Responsibilities

  • Support 800-line phone inquiries and website troubleshooting requests.

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)
  • Superior organizational skills and ability to effectively reprioritize an evolving workload.
  • Familiarity with corporate trusts, discretionary matters, trust accounting principles and/ or estate settlement
  • Experience with broker/dealer or registered investment advisor (RIA) firms
  • 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

Skills

  • Client Service Associate - Private Wealth
  • MassMutual Private Wealth & Trust
  • Full-time, Springfield, MA
  • MassMutual Private Wealth & Trust, FSB is a Federally Chartered Savings Bank and a wholly owned subsidiary of MassMutual.

Compensation

  • At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees.
  • Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
  • A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits.
  • $61,400-$77,300

Benefits

  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first.
  • For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Company info

  • As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow and transfer wealth to the people and causes that our clients care about.
  • Our business has grown rapidly, and MassMutual Private Wealth & Trust has thoughtfully added team members of high caliber.
  • Our team offers a concierge-style service by helping to coordinate the financial life of our client families, while offering the highest standard of care.
  • When joining the MassMutual Private Wealth family, you are embracing a culture of service excellence by which every team member is relentlessly pursuing to simplify complexity and offer a distinguished and memorable experience.
  • Our associates have a passion for learning and work in a cross-functional style environment supporting our clients, financial professionals, and other members of the broader department.
  • In this role, you play a critical part in delivering a high‑quality, fiduciary‑driven client experience by supporting Private Wealth Managers in the day‑to‑day management of client relationships.
  • You help ensure seamless onboarding of new accounts, accurate and timely asset transfers, and the effective setup and maintenance of services such as bill pay, receipts, and remittances-allowing Private Wealth Managers to focus on strategic advice and relationship management.
  • Other responsibilities include, but are not limited to:
  • 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.
  • The Minimum Qualifications
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
  • The Ideal Qualifications
  • Excellent interpersonal and communication skills, both verbal and written.
  • 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.
  • Willingness to pursue higher trust education, courses, and attend Trust School

Equal opportunity

  • If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
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