Client Portfolio Analyst
$82,000–$107,600 year
Hybrid · Boston, Massachusetts, United States or Springfield, Massachusetts, United States
Job Summary
Client Portfolio Analyst role focusing on supporting onboarding and ongoing client relationships within MassMutual's Private Wealth/Investment Management team. Responsibilities include delivering a high-quality client experience, monitoring investment portfolios for alignment with objectives and market conditions, staying current with product offerings and industry trends, collaborating with advisors and broader investment organization to develop solutions, and contributing to scalable processes for growth.
Required Qualifications
- Bachelor’s degree
- 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients
- Series 7 & 66 at time of application or must obtain within 180 days of hire
- Wealth management or client portfolio management experience (preferred)
- CFA or other industry designations (preferred)
- Exceptional analytical, problem solving, and communication skills
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