Stock Transfer Clerk, Sr. maintains records documenting transfer of ownership of stock and processes requests for transfer of stocks. Responds to related customer inquiries. Being a Stock Transfer Clerk, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be a Stock Transfer Clerk, Sr. typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)
The Opportunity
The Customer Service Specialist on the Transfer of Assets Team will facilitate the calling out to Ceding Carriers to obtain the status of requested funds needed in order to issue the Annuity policy. Additionally, you’ll be partnering and communicating with financial professionals, firm back-offices and external and internal partners. This partnering and communicating will consist of providing statuses of incoming funds as well as working together to resolve policies that are not in good order. You’ll perform routine transactions, provide technical guidance, and procedural information on a variety of Transfer of Assets service issues requiring knowledge of financial products and transactions. This is an outbound call center environment, so strong customer service and communication skills are a must.
The Team
You’ll be joining a team that will be focused on interacting with the ceding carriers, financial professionals and external and internal business partners. Our team will support the New Business process to ensure we provide an outstanding experience for both the Financial Professionals and Customers. We strive for continuous improvement by looking for opportunities to support the field and business partners in getting Annuities funded for our customers as quickly as possible.
The Impact
As part of the Customer Service Specialist - Transfer of Assets Team, your responsibilities will include, but not be limited to the following:
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
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MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.Clear All
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