Customer Service Representative - New York Life Investments

Location Designation: Fully Remote 

 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

 

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

 

You are our future, and we commit to investing in you accordingly.

 

NYLIM Service Company (NSC) is the transfer agent for New York Life Investments Funds and has responsibility for New Account Setup, Financial and Non-Financial Transactions, Call Center Operations, Correspondence, Quality Control and Quality Assurance, among other things. NSC places customer experience at the forefront of its operations with the responsibility for servicing approximately 450,000 directly serviced accounts. NSC has been recognized as a leader in call center service having been awarded, for 24 years in a row, the “Service Award” by Dalbar, a third-party organization whose awards have been the gold standard for service quality in the financial services industry.

 

We are seeking a detail-oriented, customer-focused professional to join our team in a client services role supporting mutual fund operations. This position offers a comprehensive 2–3 month on-the-job training program, followed by continued mentoring to ensure your success.

 

What You’ll Do:

• Participate in structured training to build a strong foundation in mutual fund operations and client servicing.
• Research and resolve inquiries from registered representatives and shareholders regarding their mutual fund accounts.
• Handle inbound phone requests related to redemptions, exchanges, and account maintenance updates.
• Perform quality control reviews of transactions processed by team members to ensure accuracy and compliance.
• Deliver accurate, professional, and timely responses to client inquiries with a focus on exceptional customer service.
• Collaborate effectively within a team environment while managing individual responsibilities.
• Support process improvement by identifying and communicating areas of inefficiency or risk.

 

What You Bring:

• Bachelor’s degree or equivalent professional experience.
• A dependable, customer service-driven mindset with a strong desire to help others.
• Exceptional communication skills, both verbal and written, with professional phone etiquette.
• Strong attention to detail, organizational skills, and problem-solving abilities.
• A high level of personal accountability, ethical judgment, and decision-making skills.
• Willingness to learn about the financial services industry, particularly mutual funds.
• Availability to work an 8-hour shift between 9:00 AM and 5:00 PM (Eastern Time), Monday through Friday.

 

Preferred Qualifications:

• Previous experience in a corporate or financial services environment.
• Familiarity with mutual fund products and investment terminology.

#LI-AM1

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Pay Transparency

Salary Range:  $32,500-$55,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

 

Actual base salary will be determined based on several factors but not limited to in