RIA Operations & Client Support Specialist (Remote)

New York Life Insurance Co.; New York (NY); Remote; USD 52,000 - 74,000; Full time

Benefits offered by this job

Fully remote

Job summary

Eagle Strategies LLC, a wholly owned subsidiary of New York Life, is a premier investment advisory firm headquartered in New York City. This RIA Senior Specialist role focuses on providing outstanding customer service by handling calls for advisers and clients across product lines, and ensuring accurate processing and compliance in a fast-paced environment.

You will learn multiple systems, support advisers and staff, mentor new hires, and contribute to process improvements while adhering to

Qualifications

• Bachelor’s Degree required.
• 1-2 years of relevant experience.
• Holds Series 7 or is a subject matter expert in Eagle core processing functions.
• Knowledge of the managed account industry.
• Proficiency with Microsoft Office.
• Strong customer service skills and comfort with inbound/outbound calls.
• Schedule flexibility and strong work ethic.

Responsibilities

• Handle incoming calls on all product types (stocks, bonds, mutual funds).
• Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas.
• Provide subject matter expertise for Weathscape and Envestnet platforms to advisers, peers, management and key business stake holders.
• Provide subject matter expertise in one of our competencies (e.g. New Business, Cashiering, Goal Mods).
• Assist management to educate and train new hired staff.
• Handle escalated cases from advisers submitted through junior staff or assigned by management.
• Take on multiple job responsibilities such as money movement, transfers, correspondence etc.
• Proactively identify process improvements and work with Manager to implement solutions to build efficiencies and increase productivity.
• Proactively respond to inquiries from Eagle Strategies Advisors.
• Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise.
• Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently.
• Identify and resolve operational and compliance issues that may arise during daily activities.

Skills

Customer service

Communication

Problem solving

Time management

Education

Bachelors Degree

Tools

Microsoft Office

Job description

Eagle Strategies LLC, a wholly owned subsidiary of New York Life, is a premier investment advisory firm headquartered in New York City. This RIA Senior Specialist role focuses on providing outstanding customer service by handling calls for advisers and clients across product lines, and ensuring accurate processing and compliance in a fast-paced environment.

You will learn multiple systems, support advisers and staff, mentor new hires, and contribute to process improvements while adhering to