Client Portfolio Consultant
MassMutual
full-time
Posted on:
Location Type: Hybrid
Location: Springfield • Massachusetts • United States
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Salary
💰 $82,000 - $107,600 per year
About the role
- Helping create efficiencies and scale for an organization with meaningful growth potential
- Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship
- Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
- Staying up to date with MMLIS product offerings, relevant investment and trading news, and economic trends
- Collaborating with the broader investment organization designed around solving real client problems
Requirements
- Bachelor’s degree
- 2+ years of operational or customer service experience in the financial services industry
- Series 7 & 66 at time of application or must obtain within 180 days of hire
- Wealth management or client portfolio management experience preferred
- Exceptional analytical and problem-solving skills
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
- Networking opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementinvestment analysisfinancial analysisclient onboardingcustomer service
Soft Skills
analytical skillsproblem-solving skillscommunication skillscollaboration
Certifications
Series 7Series 66