MassMutual

Research & Resolution Consultant

MassMutual

full-time

Posted on:

Location Type: Hybrid

Location: Springfield • Arizona • Florida • United States

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Salary

💰 $84,100 - $110,300 per year

About the role

  • Managing a workload of different cases that will require research and problem solving to determine if the client was harmed by the error
  • Support many organizations across the firm as well as other areas in MassMutual
  • Effective communication as some cases will involve upper level management both at the Home Office as well as in the field
  • Identify a process gap through trending of cases and work with the team who owns the process to update the workflow
  • Create the best service experience possible in order to repair the relationship between client, rep, and MMLIS
  • Perform research and analysis to support business operations and present findings to managers
  • Develop solutions through root-cause analysis of complex issues and escalations related to Broker/Dealer business
  • Document justification of exception processing
  • Utilize problem solving toolkit to identify trending and provide countermeasures to enhance the client experience
  • Analyze trading activity of registered representatives and work with legal and compliance to carry out processing of legal orders and regulatory requests

Requirements

  • HS Diploma or equivalent
  • 3+ year MMLIS experience and / or 5+ years' financial services experience
  • Series 7 & 24 required at time of application
  • 1+ year experience with Microsoft Office Suite
  • Bachelor’s Degree (Ideal Qualifications)
  • 7+ years of financial services industry experience (Ideal Qualifications)
  • Highly collaborative team player with extraordinary attention to detail (Ideal Qualifications)
Benefits
  • Regular meetings with the Research & Resolution Team
  • Focused 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
researchproblem solvingroot-cause analysisexception processingtrending analysistrading activity analysis
Soft Skills
effective communicationcollaborative team playerattention to detail
Certifications
Series 7Series 24