Customer Service Representative


Date: Nov 12, 2021

Location: Jersey City, NJ, US

Company: New York Life Insurance Co



When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.


As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



New York Life Investments is seeking a Customer Service Representative to join the Broker/Dealer Operations team. This role is an excellent opportunity for those interested in pursuing a career in Financial Services.


  • Research account and transaction records in order to resolve issues for registered representatives and shareholders
  • Process telephone requests such as redemptions, exchanges, and maintenance updates when requested by registered representatives and shareholders
  • Review transactions processed by other associates to ensure they were completed correctly
  • Provide accurate, thorough, and professional responses to registered representatives and shareholders regarding their mutual fund investments



  • Bachelor’s degree or equivalent work experience required
  • 1+ years work experience
  • Ability to solve typical problems that can occur without supervisory approval by evaluating and selecting solutions from established options
  • Ability to follow standardized procedures and practices with moderate supervision Strong communication skills and comfortable over the phone




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Nearest Major Market: New York City
Nearest Secondary Market: Newark

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