Investment Services Specialist 1

The Investment Services Specialist will process financial planning , new business and client data / information and determines if submission are in-good order or not-in-good order per requirements. This position is responsible for reconciling and communicating pending issues related to Financial Planning NIGOs (Not-in-good-order) while maintaining Service Level Agreement for all Financial Planning new business processing. The Investment Services Specialist works directly with Financial clients to receive credit card payment information for financial planning new business and process payment. The successful candidate in the role ensures client centric response times for Credit card payment system with 70% service level. The Investment Services Specialist is responsible for managing departmental email boxes. This position requires problem solving, reconciliation skills and the ability to process payments with a high level of accuracy. The Investment Services Specialist also: Oversees processing of all Financial Planning transactions such as check, credit card, brokerage and ACH. Processes financial planning field compensation for weekly payroll. Responsible for responding to inquiries about Financial Planning policies and procedures in a clear and timely manner. Ability to work in multiple systems and mainframes simultaneously. Performs other duties as required or assigned. Generates system related reports Provide ongoing service ( maintenance/updates to records as needed Uses sound business judgment to independently make decisions pertaining to enforcement of business and company policies as well as industry regulations in order to manage risk of the business. One plus years of Financial Services industry experience is required. Two plus years of Financial Services industry experience is preferred. Prior data entry/payment processing experience with high levels of accuracy Prior experience generating reports Excellent communication skills ( written and verbal) Proficiency in updating/creating files within various systems Use of Microsoft Office ( Word, Excel,) in business environment Ability to work in fast-paced, dynamic workplace Prior experience processing large volume of daily transactions Please only submit candidates with financial services/insurance background. Excellent written and oral communication skills Strong organizational, analytical, and data entry skills Strong systems aptitude, capable of learning new systems quickly Excellent Excel experience including Pivot Tables and Vlookup Function THIS POSITION WILL BE REQUIRED TO BE NRF'D Make sure candidate is aware of the using fingerprinting that is required for this role.

Location: Springfield, Massachusetts, US

Posted Date: 11/20/2025