Hybrid Institutional Client Services Specialist

New York Life; Jersey City (NJ); Hybrid; USD 45,000 - 52,000; Full time

Benefits offered by this job

Annual discretionary bonus

Incentive program

Job summary

New York Life in Jersey City is seeking an Institutional Client Service Representative to support institutional clients across Stable Value and Guaranteed Products. You will ensure accurate trade processing, resolve service issues, and maintain high-quality client support.

You will build strong relationships with clients and internal partners, learn regulatory and company policies, and grow your expertise in contract provisions and transaction processing.

Qualifications

• Bachelor’s Degree or equivalent business experience.
• General knowledge of Group Annuity Contracts and/or Stable Value Contracts a plus.
• General knowledge of Pension Plans (Defined Benefit/Contribution) a plus.
• Excellent time management, organizational and multi-tasking skills.
• Strong written and verbal communication skills.
• Ability to perform in a high volume, fast paced call center environment.

Responsibilities

• Process annuity requests for Group Annuity contracts in accordance with contractual provisions.
• Process Required Minimum Distribution (RMD) requests.
• Handle inbound/outbound calls from customer service lines, responding to inquiries.
• Provide up-to-date information for Institutional clients including pricing, balances, and tax information.
• Establish and maintain high-quality internal and external customer relationships.
• Learn and maintain knowledge of applications, products and services.
• Maintain files in accordance with company policies.
• Provide support to Stable Value Service group.

Skills

Customer service

Communication

Time management

Call center experience

Team player

Education

Bachelor’s Degree or equivalent business experience

General knowledge of Group Annuity Contracts

General knowledge of Pension Plans

Job description

New York Life in Jersey City is seeking an Institutional Client Service Representative to support institutional clients across Stable Value and Guaranteed Products. You will ensure accurate trade processing, resolve service issues, and maintain high-quality client support.

You will build strong relationships with clients and internal partners, learn regulatory and company policies, and grow your expertise in contract provisions and transaction processing.