Customer Service Representative - NYL Investments

  • Competitive
  • Jersey City, NJ, USA
  • Permanent, Full time
  • New York Life Insurance Company
  • 25 Apr 19

Customer Service Representative - NYL Investments


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation . It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn , our Newsroom and the Careers page of www.NewYorkLife.com .

Internal Description Required.
New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM's vision is to be one of the most trusted providers of investment management expertise and long-term financial security.
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< p>Customer Service position for those interested in pursuing a career in Financial Services. The successful candidate must be able to provide accurate, thorough and professional responses to registered representatives and shareholders regarding their mutual fund investments. They are responsible for researching account and transaction records in order to resolve issues for shareholders and registered representatives. They also process telephone requests such as redemptions, exchanges and maintenance updates when requested by shareholders and/or registered representatives. They check transactions processed by other associates to ensure they were completed correctly.
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< p> General Profile:
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  • Bachelor's degree or equivalent required
  • Has developed knowledge and skills through formal training or considerable work experience
  • Works within established procedures with a moderate degree of supervision
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    < p> Technical Expertise : Understands how the assigned duties relate to others in the team and how the team integrates with others in the discipline
    Functional Knowledge: Has established skills to perform a range of day-to-day activities
    Leadership: Has no supervisory responsibilities
    Problem Solving: Recognizes and solves typical problems that can occur in own work area without supervisory approval; evaluates and selects solutions from established options
    Decision Making / Nature of Impact: Impacts own team through the quality of the services or information provided; follows standardized procedures and practices and receives regular but moderate supervision and guidance
    Communication Requirements: Uses communication skills to exchange information
    New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM's vision is to be one of the most trusted providers of investment management expertise and long-term financial security.

    Customer Service position for those interested in pursuing a career in Financial Services. The successful candidate must be able to provide accurate, thorough and professional responses to registered representatives and shareholders regarding their mutual fund investments. They are responsible for researching account and transaction records in order to resolve issues for shareholders and registered representatives. They also process telephone requests such as redemptions, exchanges and maintenance updates when requested by shareholders and/or registered representatives. They check transactions processed by other associates to ensure they were completed correctly.

    General Profile:
    • Bachelor's degree or equivalent required
    • Has developed knowledge and skills through formal training or considerable work experience
    • Works within established procedures with a moderate degree of supervision

    Technical Expertise : Understands how the assigned duties relate to others in the team and how the team integrates with others in the discipline
    Functional Knowledge : Has established skills to perform a range of day-to-day activities
    Leadership : Has no supervisory responsibilities
    Problem Solving : Recognizes and solves typical problems that can occur in own work area without supervisory approval; evaluates and selects solutions from established options
    Decision Making / Nature of Impact : Impacts own team through the quality of the services or information provided; follows standardized procedures and practices and receives regular but moderate supervision and guidance
    Communication Requirements : Uses communication skills to exchange information

    SF:EF-MD1 #LI-MD1


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