Specialist, Investment Services - Boston

Only for registered members Boston, United States

1 week ago

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+

Job summary

The Specialist, Investment Services will support advisors utilizing MMAS strategies through the Envestnet platform (WMS), acting as a primary point of contact for day-to-day service needs,+
The role is relationship-driven and service-oriented, requiring strong communication skills,
+

Responsibilities

Serve as a primary point of contact for Mass Mutual Advisors (MMLIS) advisors using MMAS strategies on the Envestnet/WMS platform,
Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement,
Respond to advisor inquiries related to portfolios,,+
  • Serve as a primary point of contact for Mass Mutual Advisors (MMLIS) advisors using MMAS strategies on the Envestnet/WMS platform,
  • Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement,

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