Customer service assisting with annuities and/or mutual fund accounts
Investor Service Rep (Current Employee) – Andover, MA – September 1, 2015
Assist shareholders and brokers with fund exchanges, withdrawals, death benefit quotes, and other aspects of fund management and account maintenance Provide exceptional support to clients with Putnam-Hartford Insurance annuities and effectively respond to and alleviate account issues in a timely manner Outline transaction requirements, process financial transactions, and provide up-to-date fund information
Learn great communication skills and awesome work place
Senior Business Analyst, Consultant (Former Employee) – Franklin, MA – June 30, 2015
Putnam was a great place to work until the recession hit the financial services arena, mostly the swap and derivatives investments caused Putnam to lay off approximately 400 people, Being a IT consultant, I was one of the people that were consolidated.
Putnam Investment is a Mutual Fund Management Company with over 75 years of managed money experience.
Assistant Vice President (Former Employee) – Boston, MA – June 5, 2015
Great place to learn the business and get a handle on how mutual funds are created, sold, managed, and serviced. It is a full-service customer service organization, open architecture, and very well managed.
Great entry-level training, great for gaining a foundation in the financial service industry
Investor Services Representative (Current Employee) – Andover, MA – April 7, 2015
Good entry level work. Lot of knowledge is expected. Management is alright. Job depends on which manager you have. Co-workers are young and also interns. Career advancement opportunity are there but it depends on the manager again. Very micro-managed and analytic .
Inside Consultant (Current Employee) – Andover, MA – March 26, 2015
My primary function in this position, as a true partner, is to focus on understanding my advisors’ business philosophies, goals and unique investment perspectives so that I can help them make more informed decisions for their clients. My goal is to build long-term relationships based on three critical values - service, integrity and accountability.
Processor (Former Employee) – Franklin, MA – February 18, 2015
A typical day at work was sitting at your computer all day and inputting all retirement or educational transactions. I learned that if you sit all day your body doesn't feel good. Management was a joke. If you weren't in the "in crowd" then they barely wanted anything to do with you. The co-workers weren't so bad. Made the days alittle enjoyable. The hardest part of the job is trying to meet all the ridiculous standards which stresses people out. And if they weren't met than you got trouble and lost your job. The most enjoyable part of the job was when I was laid off.
Alerts OLY is an Event‐Driven Architecture designed to process business events and then provides consumers a mechanism to have visibility into those e
Java/J2EE Developer (Former Employee) – Boston, MA – February 18, 2015
• Involved in design reviews to verify that design meets quality standards and functional requirements. • Introduced Spring Dependency Injection model in the application. • Used several internal SOAP web services and invoked the services using proxies. • Created connection pools, deployed application in IBM WebSphere Application Server. • Developed custom validations and SPRING framework validations to validate user input. • Created a Transaction History Web Service using SOAP that is used for internal communication in the workflow process. • Used JAXB for generating java objects from XML Schema. And, used JDBC to invoke Stored Procedures and also used JDBC for database connectivity. • Used PL/SQL for queries and stored procedures in SQL as the backend RDBMS.
Sr. Processor/Employee Accounts (Former Employee) – Franklin, MA – December 11, 2014
Worked with employee accounts, market timing accounts, and ran reports. Here I learned about stocks, data entry, and worked with outside companies on a daily basis. Management and the co-workers were great. Hardest part of my job wasn't the actual job, was the commute and my kids were small. Most enjoyable part was having contacts with different companies through the United States.
Huge cafeteria, had a store inside, could order your dinner and be done by the time you left work
Customer Service Associate (Former Employee) – Andover, MA – November 19, 2014
I worked the phone bank and started at 8am. I chose to work overtime every chance I got so I would leave apprx 7pm. I was able to use my knowledge of the mutual fund market place and learned why companies had to do what they do. Management was very helpful and supportive. I still keep in touch with my co workers today. I really di not have any problems in this position and enjoyed going to work every day.
Participant Service Representative (Current Employee) – Andover, MA – November 17, 2014
• Provide excellent service to participants within the Defined Contribution Participant Services Call Center • Participate in product, industry, and technical training • Assist with on-going initiatives within a team based environment • Demonstrate enhanced knowledge of Putnam’s retirement products and services through practical application with clients • Diagnose client issues and demonstrate appropriate insight and judgment to provide customer focused solutions
Great Company to work for!!! Excellent Benefits and advancement
Accounts Payable Specialist (Former Employee) – Andover, MA – September 8, 2014
Love working for Putnam Investments the last 16 years, very hard to leave and only left because of the commute to my home. Company relocated the Franklin Office to Andover and it was over 103 miles oneway from home.
Operational Quality Control Specialist (Former Employee) – Franklin, MA – August 13, 2014
At Putnam investments i have obtained multiple experiences, I started out in Warehouse, shipping and recieving, forklift operator, then went on to postal dept (mail room) learning the mailstar machines, and became a machine operator, ultimately ended in Output quality control. overseeing financial documents for any errors