Client Operations Specialist (Hybrid)

New York Life Insurance Co.; Richmond (VA); Hybrid; 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

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.