Institutional Client Service Representative

New York Life is a Fortune 100 mutual company with a 180-year legacy of purpose and integrity. They are seeking an Institutional Client Service Representative to support institutional clients by ensuring accurate trade processing, resolving service-related issues, and providing timely, high-quality client support.ResponsibilitiesProcess annuity requests for Group Annuity contracts in accordance with contractual provisionsProcess Required Minimum Distribution (RMD) requestsHandle inbound/outbound calls from the customer service lines, responding to both institutional and individual annuitant inquiriesProvide up to date information for Institutional clients including pricing, interest calculations, account balances, audit inquiries, annuity quote request and information for tax filingsEstablish and maintain high quality internal and external customer relationships assessing and responding to their needs effectivelyDevelop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these mattersLearn and maintain a strong working knowledge of multiple applications, products and servicesMaintain files in accordance with company business policiesProvide support to Stable Value Service groupSkillsBachelor's Degree or equivalent business experienceGeneral knowledge of Group Annuity Contracts and/or Stable Value Contracts a plusGeneral knowledge of Pension Plans (Defined Benefit/Contribution) a plusExcellent time management, organizational and multi-tasking skills required to effectively manage a diverse workloadStrong written and verbal communication skillsAbility to perform in a high volume, fast paced call center environmentMust be result oriented and a team playerAbility to adapt quickly and remain effective in a dynamic, fast-paced environmentDemonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service deliveryFlexible and resilient in a changing environmentWillingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insightsCandidates must live within 50 miles radius of our 30 Hudson Street Jersey City, NJ 07302 location to be consideredBenefitsOvertime eligible: NonexemptDiscretionary bonus eligible: YesActual base salary will be determined based on several factors but not limited to individuals experience, skills, qualifications, and job location.Employees are eligible for an annual discretionary bonus.Employees may also be eligible to participate in an incentive program.We provide a full package of benefits for employees and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Company OverviewFor over 180 years, weve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in Leawood, Kansas, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/amn.Company H1B SponsorshipNew York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply To this Job .