Mutual Opportunities
Private Wealth Client Service Analyst
Boston, Massachusetts; Springfield, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
The Opportunity
The Private Wealth Client Service Analyst "CSA" will support the Alternative Investments and Structured Investment Product team. The Client Services Analyst will support ~5,000 Series 7 financial advisors and clients as well as teammates in a fast paced, innovative, and collaborative environment. You will be responsible for providing subject matter expertise on Alternative and Structured Products policies, procedures, and the subscription and trading process. The CSA will also assist with Alts related TOA follow up, subscription follow up and platform access to advisors and sales assistants.
The Team
The Alternative and Structured Investment team’s mission is to empower advisor practices, agencies, and MassMutual to excel in the HNW space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals and to grow and transition their wealth through informed investing.
The Impact
Alternatives are a high growth product range, that require specialized skill set to process private placements, interval funds, structured notes and market-linked CDs, specifically tailored for high-net-worth (HNW) clients. As a Client Service Analyst, you will work closely with a variety of internal and external stakeholders, including Alternative platforms, the internal trading desk, and financial advisors on a comprehensive range of offerings.
Key responsibilities include, but are not limited to:
Field operational inquiries from Financial Advisors & their sales assistants on MMLIS approved third party offerings in a timely manner.
Provide pre- and post-trade technical support to advisors and their trading assistants while ensuring adherence to procedural requirements.
Facilitate advisor and sales assistant training on the Alternatives platforms, paperwork requirements, and billing.
Ensure seamless client onboarding experience by working closely with trading and operational areas.
Identify and document operational procedures for ongoing fund maintenance on various platforms.
Develop strong understanding of operational platforms and processes and become resident expert for advisors on subscription process and post trade requests.
Assist financial advisors with problem resolution of account opening, maintenance items and other inquiries related to client onboarding, servicing (deadlines, platform questions, redemptions, capital calls, distributions).
Assist in ad hoc projects / research to support business initiatives.
Produce periodic sales reports and analysis for internal projects.
Employ tactical thinking to support the execution and implementation of process improvements.
Focus on opportunities to improve the ease of doing business for advisors submitting Alternative Investment business.
The Minimum Qualifications
Bachelor’s Degree
2+ years of experience in an operations, processing or project management role in the financial services industry
2+ years experience working financial advisors to support business growth, product adoption, or client solutions
2+ years of working with Microsoft Suite (Work, Excel, PowerPoint)
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
Strong understanding of the high net worth and Financial Advisor operating model
Experience with Alternative Investments and Structured Investments
Knowledge of alternative investment funds and operational terms
Excellent interpersonal skills and strong desire to solve problems.
Develop strong working relationships with colleagues, teams and clients
Manage multiple projects simultaneously
Strategic mindset with the capability to work cross-functionally in a collaborative environment.
Knowledge and understanding of FINRA/SEC rules and regulations
What to Expect as Part of MassMutual and the Team
Regular meetings with the Alternatives team.
Focused on one-on-one meetings with your manager.
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups.
Access to learning content on Degreed and other informational platforms.
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits.
#LI-CR41
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $65,800.00-$86,300.00
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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