Overview
We're looking for an Investment Services Concierge to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then we believe there's no better place to work than MassMutual Great Lakes.
The functions of this role are to support the firm’s Investment Specialist in day-to-day operational duties, sharing knowledge of investment-related products, and acting in a relationship-building capacity with the firm’s Registered Representatives; and working closely with Home Office to implement and deliver on key initiatives. While this role does not solicit the sale of insurance or investment products, it does require that you obtain and maintain the FINRA Series 66 & Series 7 securities registrations.
Essential Support Function
Product Support
Broker-Dealer Liaison
Client Experience Responsibilities
· Coordinates meetings and meeting preparation requirements
· Reinforces consistent use and documentation of the appropriate factfinding tool, including the archiving of all notes in the CRM
· Creates and distributes discovery notes and next steps after all prospect and client meetings
· Follows up with prospects and clients on outstanding items
Relationship Management Responsibilities:
· Managing email as needed to include screening for required responses and follow-up
· Managing calendar to include scheduling of meetings and travel, communicating with all parties, and meeting confirmations
· Preparing written communications on behalf of senior leadership
· Supporting all pre and post meetings (agendas, background research, recaps)
· Serving as the liaison between the team and the group’s current and prospective brokers and/or clients by providing high-touch and communication
Required Skills and Competencies:
· Strong interpersonal skills
· To have, or to obtain within 9 months, licenses and registrations (Life, Accident & Health, SIE, S7 and S66)
· Excellent verbal and written communication skills
· Technology savvy- High proficiency in Microsoft Office Suite
· Demonstrates initiative
· Operates with a sense of urgency
· Detail-oriented
· Well-presented, professional, and polished
· Professional discretion and confidentiality
· Well-developed time management skills and operational efficiency
· Business acumen: always considers the relevance/impact of each decision on the business
· Treats colleagues and partners with respect, considers and responds appropriately to the needs and capabilities of different people
· Identifies and analyzes problems; distinguishes between relevant and irrelevant information
· Collaborative team player
Compensation and Location
· Biweekly compensation based on skills and experience.
· Benefit package available.
· Located in Southfield, Michigan, and is in-person.
· Hours are Monday through Thursday, 8 am – 5 pm and Friday, 8 am – 4 pm
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