Responsibilities - What your days and weeks will include.

• Process required paperwork and provided customer Service for new and existing business. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork.

• Review broker dealer new business submissions for accuracy and completeness.

• Identify cases that are not in good order (NIGO) in order to alert our Field force for resolution.

• Process client data into back-office systems with a high level of accuracy.

• Research and resolve operational issues as needed.

• Identify and resolve problems using Root Cause Problem Solving tools. • Work effectively to meet/exceed productivity and quality standards.

• Knowledge on MS excel, MS word and MS powerpoint is preferred.

• Macro coding and VBA knowledge would also be preferred Required skills and qualifications - The qualifications that are needed for this role: • Solid organization and analytical skills

• Excellent data entry skills





• 5+ years of financial services industry knowledge or experience in the similar process support

• Ability to work in a fast-paced environment and adhere to strict deadlines

• Ability to work overtime and/or work a flexible shift arrangement as business needs arise. Preferred qualifications - Additional skills/requirements that make you a great fit

• 5+ years of financial services industry knowledge

• MBA College degree preferred or equivalent business experience

• Knowledge and understanding of FINRA/SEC rules and regulations preferred

• As a member of the Wealth Management team, you will be subject to supervision requirements including Non-Registered Fingerprinting (NRF) and personal trading account oversight.

Work timings: This role requires flexibility to work in shifts (regular, afternoon shift, and night shift in India) as per business requirements on a rotational basis. Team members may require working in India night shifts initially for a few weeks for trainings.

📌 Associate (Hyderabad)
🏢 Massmutual Global Business Services India
📍 Hyderabad