What are the responsibilities and job description for the Client Services Associate position at MassMutual Northern California?
About MassMutual Northern California: For over 150 years, MassMutual Northern California has been dedicated to helping individuals, families, and businesses achieve financial security and success. With a team of over 250 financial professionals, we provide personalized financial strategies and solutions tailored to meet the unique needs of our clients. Our commitment to excellence and client-focused approach has made us a trusted partner in the Northern California community.
Position Overview: MassMutual Northern California is seeking a motivated and detail-oriented Client Service Associate to join our team in Roseville. This role is ideal for individuals who are passionate about helping clients achieve their financial goals and are looking to grow their career in the financial services industry.
Key Responsibilities
Compensation: From $50,000.00 to $60,000.00 per year
Position Overview: MassMutual Northern California is seeking a motivated and detail-oriented Client Service Associate to join our team in Roseville. This role is ideal for individuals who are passionate about helping clients achieve their financial goals and are looking to grow their career in the financial services industry.
Key Responsibilities
- Assist senior financial professionals in developing and implementing financial plans for clients.
- Conduct financial analysis and research to support client recommendations.
- Prepare and present financial reports and proposals to clients.
- Maintain and update client records and documentation.
- Provide exceptional customer service and support to clients.
- Stay current with industry trends, regulations, and best practices.
- Must have Series 6 and 63, 7 and 66, or 7 and 65 licenses.
- Bachelor’s degree in finance, Business, Economics, or a related field preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to work independently and as part of a team.
- High level of integrity and professionalism.
- Competitive salary with performance-based incentives.
- Comprehensive benefits package including health, dental, and vision insurance.
- Retirement savings plan with company match.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
Compensation: From $50,000.00 to $60,000.00 per year
Salary : $50,000 - $60,000