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New York Life Insurance Company – Corporate HQ-Dallas, TX, 75206
Description: Under the direction of the Manager, the Service Associate III must work to achieve the goals of their team by working both independently and with other members of the fixed annuity team to provide efficient and accurate service to its customers. The Service Associate III will be trained to have a solid understanding of fixed annuity products and the systems that support them, and should be able to complete a variety of functions within the team with limited assistance. - Assist in the execution and processing of routine administrative transactions - including the input of data ...
Services Associate Jobs in Dallas, Texas Jobs
Williams Lea | Dallas, TX, 75201 | 1-2
The Office Services Associate is a member of the on-site Williams Lea team delivering exceptional customer service at multiple client locations. Responsibilities include mail distribution, copy services, hospitality and conference room set-up, reception assistance and other general office duties as needed. Job Responsibilities: - Process high volumes of incoming and outgoing mail. Deliver mail and packages throughout the client location, following applicable distribution procedures. - Complete large numbers of reprographics requests according to job ticket instructions. - Bind, cut, and/or ...
UBS Financial Services Inc. | Dallas, TX, 75201 | 3
Description: Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the clients operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among...
New York Life Insurance Company – Corporate HQ Jobs
New York Life Insurance Company – Corporate HQ | Silicon Valley/San Jose, CA, 95110 | 2-5
Description: Responsibilities - Support management by processing all new business applications through to completion - Provide exceptional customer service to internal and external customers - Input routine applications and process changes to current policies - Assemble policies and determine delivery requirements for agents - Perform accounting tasks - Order supplies for office - Communicate with agents, clients and service centers Qualifications: - High School Diploma required - Two years of customer service or administrative service experience - Proficient with MS Office - Ability to wor...
New York Life Insurance | Colchester, VT, 05446 | 2
New York Life is one of the strongest and most respected life insurance companies in America today. New York Life is dedicated to high quality products, and impeccable service. The Company has never wavered from its 'promise to pay' for over 160 years. Throughout its long history, its agents have been the vital link between the Company and its customers. Life and Annuity products sold by the field force represent the Company's main engine. However, New York Life has successfully diversified into related businesses through its subsidiaries, including mutual funds and pension products. New Yo...
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