What are the responsibilities and job description for the Client Service Associate position at MassMutual Greater Philadelphia?
Position Overview : This part-time position requires the candidate to work four days a week for 24 to 30 hours. Following an initial orientation period, the role will primarily be hybrid / remote, supporting a senior financial advisor with various aspects of practice management. This position also offers opportunities for career growth and expanding duties and responsibilities within the role.Required Skills :
- Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, PowerPoint, and OneNote
- Knowledge of Adobe Reader and Writer
- Proficiency managing CRM
- Interest in learning about financial concepts and strategies
- Experience with business correspondence
- Excellent organizational and time management skills
- Eagerness to collaborate with others and be part of a growing team
- Ability to communicate effectively, both verbally and in writingKey Responsibilities :
- Conduct email marketing and client correspondence
- Track the business pipeline
- Generate client and prospect reports
- Produce Morningstar portfolio analyses
- Create one-click portfolio review reports using internal CRM
- Generate and submit a report
- Assist in preparing for client and prospect meetings
- Communicate with clients for information gathering and support with servicing needs
- Schedule and maintain calendars
- Generate client proposals and illustrations
- Perform basic data entry
- Generate investment and insurance applications
- Address servicing issues
- Assist with conservation efforts
- Handle address changes and beneficiary changes, and establish or modify periodic contribution or distribution plans.
- Conduct client touches, including birthdays, anniversaries, term conversion deadlines, reviews, etc.
