4 client support associate jobs found

New York Life Insurance Company Location Designation: Hybrid - 3 days per week The Operations Strategy Senior Associate will helpdesign the future state vision for Eagle Operations and Service in parternship with the Head of Strategy and the Chief Operating Officer of Eagle Strategies.This vision will map key decisions related to workflow design, insourcing and outsourcing critical functions, new account processing improvement, service model responsibliities (including Eagle Advanced Service Model), and the delivery of key process and technology improvements to the field.The Operations Strategy Senior Associate will also assist accross disciplines such as Licensing and Registrations and Financial Planning Operations with workthat is aligned with the overall goal of operating entity efficiency, process improvement, and technology delivery. Pay Transparency Salary Range:$81,000-$115,500 Overtime eligible:Exempt Discretionary bonus eligible:Yes...

New York Life Insurance Company Location Designation: Hybrid - 4 days per week Customer Service Professional - Contracting & Licensing Support ***Hybrid work schedule: work in office 4 days, work from home 1 day*** Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Job Function and Key Responsibilities: Manage territory with external partner to meet or exceed goals Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals Maintain a deep understanding of allNew York Life's annuity products and competitive landscape Act as the main point of contact on a daily basis for financial advisor clients in the territory Consistently follow-up with all leads, prospects and producers to advance the sales process and deepen advisor relationships Create and explain hypothetical illustrations and competitive information Provide advisors with updates on annuity products, upcoming conference calls and conferences Required Qualifications: Understanding of annuities,...

New York Life Insurance Company Location Designation: Hybrid - 4 days per week The Derivatives Team, part of the Office of the Chief Investment Officer (OCIO) at New York Life, plays a critical role in executing the firm's general account investment strategy by designing and managing hedge programs and overlays for the company's assets and liabilities. This team conducts customized derivatives analysis and delivers market insights that directly enhance portfolio construction and investment performance. We are seeking a highly motivated Director to lead the development and ongoing enhancement of a suite of quantitative tools and dashboards that provide actionable insights into performance attribution and risk exposures across our hedge programs. The ideal candidate will bring a strong quantitative foundation, demonstrated expertise in data visualization platforms (e.g., Tableau), and hands-on experience working with derivatives across multiple asset classes. This role...