Funds Onboarding Representative


Date: Nov 28, 2018

Location: Dallas, TX, US

Company: New York Life Insurance Co


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


Working under the direction of the Funds Onboarding Manager, the Funds Onboarding Representative is responsible for updating tracking systems and writing to external companies to secure funds.  They will also have to follow up with external companies on the status of funds and provide updates to the field.  They will also be responsible for applying funds when they arrive.  The position is expected to provide outstanding customer service and support to the Field, addressing their Funds Onboarding-related inquiries that are received through our call queue or written request. 





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Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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