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The Role
The Institutional Client Service Representative manages client inquiries, trade processing, and maintains strong client relationships while ensuring service quality for institutional clients.
Summary Generated by Built In
Location Designation: Hybrid - 3 days per week
Role Overview:
The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide timely, high-quality client support. You will also build and maintain strong relationships with clients and internal partners, contributing to the continued growth and success of our institutional business.
Training & Development
You will receive training, ongoing coaching, and mentoring to develop expertise in institutional products, contract provisions, and transaction processing. Our supportive environment is designed to help you build the skills needed to excel, while providing opportunities for career advancement within Client Services and the broader Institutional Investments team.
What You'll Do:
• Process annuity requests for Group Annuity contracts in accordance with contractual provisions.• Process Required Minimum Distribution (RMD) requests.• Handle inbound/outbound calls from the customer service lines, responding to both institutional and individual annuitant inquiries.• Provide up to date information for Institutional clients including pricing, interest calculations, account balances, audit inquiries, annuity quote request and information for tax filings.• Establish and maintain high quality internal and external customer relationships - assessing and responding to their needs effectively.• Develop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these matters.• Learn and maintain a strong working knowledge of multiple applications, products and services.• Maintain files in accordance with company business policies.• Provide support to Stable Value Service group.
What You'll Bring:
• Bachelor's Degree or equivalent business experience.• General knowledge of Group Annuity Contracts and/or Stable Value Contracts a plus.• General knowledge of Pension Plans (Defined Benefit/Contribution) a plus.• Excellent time management, organizational and multi-tasking skills required to effectively manage a diverse workload.• Strong written and verbal communication skills.• Ability to perform in a high volume, fast paced call center environment.• Must be result oriented and a team player.• Ability to adapt quickly and remain effective in a dynamic, fast-paced environment.• Demonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service delivery.• Flexible and resilient in a changing environment.• Willingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insights.
Candidates must live within 50 miles radius of our 30 Hudson Street Jersey City, NJ 07302 location to be considered
#LI-AP3
#LI-HYBRID
Pay Transparency
Salary Range: $45,000-$52,000
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 individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94064
#BI-Hybrid
Role Overview:
The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide timely, high-quality client support. You will also build and maintain strong relationships with clients and internal partners, contributing to the continued growth and success of our institutional business.
Training & Development
You will receive training, ongoing coaching, and mentoring to develop expertise in institutional products, contract provisions, and transaction processing. Our supportive environment is designed to help you build the skills needed to excel, while providing opportunities for career advancement within Client Services and the broader Institutional Investments team.
What You'll Do:
• Process annuity requests for Group Annuity contracts in accordance with contractual provisions.• Process Required Minimum Distribution (RMD) requests.• Handle inbound/outbound calls from the customer service lines, responding to both institutional and individual annuitant inquiries.• Provide up to date information for Institutional clients including pricing, interest calculations, account balances, audit inquiries, annuity quote request and information for tax filings.• Establish and maintain high quality internal and external customer relationships - assessing and responding to their needs effectively.• Develop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these matters.• Learn and maintain a strong working knowledge of multiple applications, products and services.• Maintain files in accordance with company business policies.• Provide support to Stable Value Service group.
What You'll Bring:
• Bachelor's Degree or equivalent business experience.• General knowledge of Group Annuity Contracts and/or Stable Value Contracts a plus.• General knowledge of Pension Plans (Defined Benefit/Contribution) a plus.• Excellent time management, organizational and multi-tasking skills required to effectively manage a diverse workload.• Strong written and verbal communication skills.• Ability to perform in a high volume, fast paced call center environment.• Must be result oriented and a team player.• Ability to adapt quickly and remain effective in a dynamic, fast-paced environment.• Demonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service delivery.• Flexible and resilient in a changing environment.• Willingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insights.
Candidates must live within 50 miles radius of our 30 Hudson Street Jersey City, NJ 07302 location to be considered
#LI-AP3
#LI-HYBRID
Pay Transparency
Salary Range: $45,000-$52,000
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 individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94064
#BI-Hybrid
Skills Required
- Bachelor's Degree or equivalent business experience
- General knowledge of Group Annuity Contracts and/or Stable Value Contracts
- General knowledge of Pension Plans (Defined Benefit/Contribution)
- Excellent time management, organizational and multi-tasking skills
- Strong written and verbal communication skills
- Ability to perform in a high volume, fast paced call center environment
- Must be result oriented and a team player
- Ability to adapt quickly and remain effective in a dynamic, fast-paced environment
- Demonstrated ability to apply technical industry knowledge to day-to-day issues
- Flexible and resilient in a changing environment
- Willingness to assist with department initiatives and cross-functional projects
What the Team is Saying
Tyrone
Corporate Vice President, Employee Experience
Emma
Director, Tech, Data, AI, Ventures (TDAV)
Deepa
Chief Information Officer
New York Life Insurance Company Compensation & Benefits Highlights
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Retirement Support — 401(k) savings with company match alongside eligibility for a defined‑benefit pension in some roles underscores unusually strong retirement depth. Plan documents note vesting requirements and company materials highlight financial education around choices like Roth 401(k).
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Healthcare Strength — Comprehensive medical, dental, and vision options are paired with tools to help choose cost‑effective care, plus FSAs/HRA and mental health/EAP resources for employees and families. Well‑being programs and wellness centers or discounts reinforce access to care.
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Parental & Family Support — Paid time off, expanded paid new‑parent leave, adoption assistance, fertility support, backup childcare, and elder‑care resources indicate broad family coverage. Company recognition for family supports and ERGs signals emphasis on flexibility and caregiving needs.
New York Life Insurance Company Insights
What's It Like to Work at New York Life Insurance Company?
New York Life Insurance Company Culture & Values
New York Life Insurance Company Career Growth & Development
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New York Life Insurance Company Leadership & Management
New York Life Insurance Company Company Growth, Stability & Outlook
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The Company
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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About our Teams
New York Life Insurance Company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
