Customer Service Representative - New York Life Investments

New York Life Investments International; New York (NY); Remote; USD 32,000 - 55,000; Full time

Job summary

Join a leading company in the financial services industry as a Customer Service Representative. In this inclusive role, you’ll support mutual fund operations and be involved in detailed client interactions. A strong commitment to customer service is essential, backed by comprehensive training and growth opportunities.

Benefits

Comprehensive benefits package

Discretionary bonus eligibility

Opportunities for career growth

Qualifications

• Dependable and customer service-driven mindset.
• Exceptional verbal and written communication skills.
• Strong attention to detail and organizational skills.

Responsibilities

• Participate in training for mutual fund operations.
• Research and resolve customer inquiries regarding accounts.
• Handle inbound phone requests related to account updates.

Skills

Customer service mindset

Communication skills

Attention to detail

Problem-solving abilities

Education

Bachelor’s degree or equivalent professional experience

Job description

Customer Service Representative - New York Life Investments

Customer Service Representative - New York Life Investments

6 days ago Be among the first 25 applicants

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Location Designation: Fully Remote

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

NYLIM Service Company (NSC) is the transfer agent for New York Life Investments Funds and has responsibility for New Account Setup, Financial and Non-Financial Transactions, Call Center Operations, Correspondence, Quality Control and Quality Assurance, among other things. NSC places customer experience at the forefront of its operations with the responsibility for servicing approximately 450,000 directly serviced accounts. NSC has been recognized as a leader in call center service having been awarded, for 24 years in a row, the “Service Award” by Dalbar, a third-party organization whose awards have been the gold standard for service quality in the financial services industry.

We are seeking a detail-oriented, customer-focused professional to join our team in a client services role supporting mutual fund operations. This position offers a comprehensive 2–3 month on-the-job training program, followed by continued mentoring to ensure your success.

What You’ll Do

• 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.
• Deliver accurate, professional, and timely responses to client inquiries with a focus on exceptional customer service.
• Collaborate effectively within a team environment while managing individual responsibilities.
• Support process improvement by identifying and communicating areas of inefficiency or risk.
  
  

What You Bring

• Bachelor’s degree or equivalent professional experience.
• A 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.
• A high level of personal accountability, ethical judgment, and decision-making skills.
• Willingness to learn about the financial services industry, particularly mutual funds.
• Availability to work an 8-hour shift between 9:00 AM and 5:00 PM (Eastern Time), Monday through Friday.
  
  

Preferred Qualifications

• Previous experience in a corporate or financial services environment.
• Familiarity with mutual fund products and investment terminology.
  
  

Pay Transparency

Salary Range: $32,500-$55,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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

Our Benefits

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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

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. Click here to learn more about New York Life’s leadership in this space.

Recognized as one of 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.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 90527

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Hospitals and Health Care, Non-profit Organizations, and Government Administration

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