Client Operations Associate

New York Life Insurance Co.; Richmond (VA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment

401(k) match

Tuition reimbursement

Summer flex time

Job summary

New York Life Insurance Co. is seeking a Client Operations Associate in Richmond, VA. This hybrid role focuses on responsive client service and accurate data processing across internal systems and client portals.

You will communicate with clients, process documentation under deadlines, and contribute to data integrity while supporting investor communications. The position emphasizes collaboration and attention to detail in a fast-paced environment.

Qualifications

• 4-year undergraduate degree preferred.
• Minimum 3 years of experience in client/customer response roles.
• Strong proficiency with Excel, Word and PowerPoint and data management skills.
• Demonstrates strong work ethic and attention to detail.
• Ability to multi-task and work in a team.

Responsibilities

• Respond quickly and accurately to inquiries from internal and external clients.
• Process legal and compliance documentation under tight time constraints.
• Enter client data into CRM and portals quickly and accurately.
• Send regular outbound emails to investors using templates.

Skills

Client communication

Time management

Teamwork

Attention to detail

Multi-tasking

Education

Bachelor's degree preferred

Tools

Excel

Word

PowerPoint

CRM systems

Job description

Client Operations Associate

Richmond, Virginia, United States

Hybrid

The Opportunity

The Associate’s primary responsibility will be to respond quickly and accurately to all inquiries from both internal and external clients. This position must work closely with individuals across the organization and process client transactions correctly and within tight time constraints.

• Communicate directly with clients regarding their accounts and questions they may have by providing timely and accurate responses.
• Work with incoming clients to process legal and compliance documentation in line with industry regulations under time sensitive constraints.
• Enter all client data and updates to internal systems (CRM and client portals) quickly and accurately so the firm is using the most up to date information.
• Assist in sending regular/standardized outbound emails to investors out of email system using templates (LP invitations, closing notifications, fundraising updates, etc.)

What You’ll Bring

• 4-year undergraduate degree preferred
• Minimum 3 years of experience in client/customer response role required
• Strong Excel, Word, Power Point and demonstrated data management skills
• Strong work ethic
• Ability to multi-task
• Has experience with new procedures and system implementation
• Ability to work within a team
• Exceptional organizational skills and attention to detail
• Strong verbal and written communication skills
• Prior alternative investment experience preferred but not required

Pay Transparency

Salary range: $70,000-$80,000

Discretionary bonus eligible: Yes

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Recognized as one Fortune’s World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com .

Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.

Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.

Apogem Capital leads the way in alternatives investing with decades of experience in the middle market and approximately $40 billion in assets under management. Offering a full range of capital solutions, Apogem delivers innovative strategies to private equity sponsors and portfolio companies, while providing our clients with access to highly sought-after opportunities.

At Apogem, Humanity is our competitive edge, and we tirelessly work to protect it. Within our culture of care, employees are not just seen but truly heard. We are deeply committed to building and maintaining a diverse workforce that reflects the rich tapestry of the communities we serve.

If you're passionate about making a meaningful difference in the world of finance, Apogem offers an exciting work environment where your talents are valued, and your contributions have a lasting impact. With offices in New York, Chicago, and Richmond, we provide opportunities for career development and growth, competitive benefits, and a collaborative culture that attracts and retains the best talent. Bring your passion for investing, client service, or operations to grow with Apogem. To learn more, please visit Apogem Capital.

Disclaimer 1 :

Variable company contributions, if any, are discretionary contributions determined annually by the Company’s Board of Managers, and are currently only available to employees below a specified grade level. In the event of a conflict between this information and the Plan document, the Plan document governs. The Company reserves the right to amend or terminate the Plan at any time.

Fuel Your Day

Enjoy lunch and snacks on us! When on-site, choose from a variety of lunch vendors and take advantage of in-house snack options in our fully stocked pantry.

We Invest in Your Future

Our competitive 401(k) match program and variable company contributions 1 are designed to help you secure your financial future.

Take advantage of our tuition reimbursement program to further your education and advance your career with job-related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.