New York Life Insurance
Customer Service Representative - New York Life Investments
This job is now closed
Job Description
- Req#: 90527
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $55,000
- Opportunity for career advancement and growth within the organization
- Comprehensive 2–3 month on-the-job training program with continued mentoring
- Flexible work environment with the ability to work remotely
- Full package of benefits including leave programs, adoption assistance, and student loan repayment assistance
- Recognized leader in customer service with a strong commitment to employee support and inclusion
What to Expect (Job Responsibilities):
- Participate in structured training to build a strong foundation in mutual fund operations and client servicing
- Research and resolve inquiries from registered representatives and shareholders regarding their mutual fund accounts
- Handle inbound phone requests related to redemptions, exchanges, and account maintenance updates
- Perform quality control reviews of transactions processed by team members to ensure accuracy and compliance
- Collaborate effectively within a team environment while managing individual responsibilities
What is Required (Qualifications):
- Bachelor’s degree or equivalent professional experience
- Dependable, customer service-driven mindset with a strong desire to help others
- Exceptional communication skills, both verbal and written, with professional phone etiquette
- Strong attention to detail, organizational skills, and problem-solving abilities
- Availability to work an 8-hour shift between 9:00 AM and 5:00 PM (Eastern Time), Monday through Friday
How to Stand Out (Preferred Qualifications):
- Previous experience in a corporate or financial services environment
- Familiarity with mutual fund products and investment terminology
#FinancialServices #CustomerService #CareerOpportunity #TrainingProvided #InclusionMatters
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
New York Life provides more than life insurance—we help individuals, families, and communities thrive.
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