Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 7 days ago

Investment Services Specialist - Cashiering

MassMutual72 open roles

Pay
$51,600 – $65,000 a year
Where
Springfield, MA
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowInvestment Services Specialist - CashieringMassMutual · Springfield, MA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MassMutual's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.4% of postings close within 7 days. Measured by our own scanner across the market. MassMutual postings stay open a median of 18 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.6%3 days
  3. 13.4%7 days
  4. 21.6%14 days
  5. 36.2%30 days
  6. 59.0%60 days
This job: posted 7 days ago

MassMutual median: 18 days open

The posting

The Opportunity

As an Investment Services Specialist you will review and process required paperwork and provide customer service for new and existing business. This may include maintenance items, transfer paperwork and various other supplemental accounting paperwork. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness.

The Team

The MML Investors Services (MMLIS) Cashiering department reviews and processes all internal brokerage and advisory transfers in a timely manner to facilitate the movement of customer funds in and out of our brokerage accounts, held with National Financial Services (NFS); including depositing and withdrawing of funds. Further, the team handles the setup and modifications of money movement investment and withdrawal plans. We provide guidance and education to field reps on requirements and regulations regarding money movement and communicate frequently with National Financial Services. The team also works closely with the Transfer of Assets, Advisory, New Business and Trading teams within MMLIS.

The Impact

The successful candidate will deliver business value by performing account maintenance activities such as reviewing new account paperwork, communicating with advisors and providing world class customer service for new and existing business. The goal of the job is to create complete, accurate and ‘in-good-order’ documents reaching the Business Acceptance Team.

Key Responsibilities Include

  • Review broker dealer business submissions for accuracy and completeness
  • Identify cases that are not in good order (NIGO) and work with our Field force to resolve
  • Provide telephone support to both internal and external customers concerning paperwork requirements, NIGO issues, setting up customer accounts, etc.
  • 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

The Minimum Qualifications

  • High School Diploma or GED/HiSET
  • 1+ years of hands-on Cashiering experience
  • 2+ years customer service experience/working with internal or external customers
  • Must be able to work a 930AM to 6PM EST Shift
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

  • College degree preferred or equivalent business experience
  • 4+ years financial services industry experience
  • 2+ years of hands-on Cashiering experience
  • Knowledge of registration types, brokerage account features, managed account attributes, billing of managed account
  • Working knowledge of the securities industry specifically as it relates to back office processing for standard non-retirement accounts
  • Knowledge and understanding of FINRA/SEC rules and regulations preferred
  • Knowledge of MMLIS new business workflows, systems, and concepts
  • Superior telephone and communication skills
  • Strong organization and analytical skills
  • 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

What to Expect as Part of MassMutual Cashiering Team

  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset

Salary Range:

$51,600-$65,000

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against MassMutual's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on MassMutual's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    MassMutual's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.