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SERVICE ASSISTANT

New York Life Insurance Company – Corporate HQ-Dallas, TX, 75206

Description: Service Associates must be able to quickly develop a working knowledge of mutual fund, equity, and fixed income products. This associate will be responsible for: - Entering in new account applications. The associate must ensure the application is in compliance with all NYLIFE Securities policies and securities industry regulations. - Responding to customer and registered representative inquiries related to the servicing of client brokerage accounts. - Knowledge of securities products,- Excellent oral and written communication skills enabling employee to relay information to reg...
 

Services Assistant Jobs in Dallas, Texas Jobs

New York Life | Dallas, TX, 75219, USA | 1-2
Job Title Senior Service Assistant Job Function and Key Duties & Responsibilities Establish and maintain high quality customer relationships - assessing customer administrative needs and responding to them effectively and tactfully. . Assist in the processing of routine financial and non-financial transactions on variable policies with expediency and accuracy. . Review customer source documents for daily routine transactions and determine if paperwork is "in good order" for processing. . Issue routine correspondence to customers/agents. . Act as support to internal staff with regard to rese...
New York Life | Dallas Service Center, TX, 75219, USA | 1-2
Job Title Service Assistant Job Function and Key Duties & Responsibilities Establish and maintain high quality customer relationships - assessing customer administrative needs and responding to them effectively and tactfully. . Assist in the processing of routine financial and non-financial transactions on variable policies with expediency and accuracy. . Review customer source documents for daily routine transactions and determine if paperwork is "in good order" for processing. . Issue routine correspondence to customers/agents. . Act as support to internal staff with regard to researching...
 
 

New York Life Insurance Company – Corporate HQ Jobs

New York Life Insurance Company – Corporate HQ | New York City, NY, 10010 | 10-15
Description: As a key member of the Employee Relations team based in New York, this role will focus on employee relations, policy design and management responsibility of part of the team. Incumbent must be able to provide expert consultation and advice to HR Business Partners across the enterprise on employee relations matters. The role will also assist in efforts to design employee related policies that are competitive, compliant and cultivate a positive and productive work environment. Incumbent must lead junior members of the team to meet deliverables. This position reports to the Vice P...
New York Life Insurance Company – Corporate HQ | Long Island, NY, 11753 | 3
Description: Distributing Mail Distributing / Stocking Supplies Copying Files Filing Qualifications: Preferred candidate must have minimum education of Associates degree or 3 years of office experience. Required proficiencies include typing (40 wpm) and knowledge of Outlook, Word, Excel, and Windows. Salary/Benefits: Salary commensurate with experience Being with the best has its benefits, not the least of which is...the benefits. We offer competitive compensation with a flexible benefits package. New York Life's benefits program is designed to provide valuable coverage for you and your fam...
 
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