Client Service Representative

2 months ago

Jersey City, United States New York Life Full time

**Client Service Representative**

* **Please wait...**

**Location:** Jersey City, NJ, US

When you join New York Life, youre joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. Youll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

The Institutional Annuities (IA) Client Services & Operations Team is looking for a representative to join our Disbursement Control Team in Jersey City. We are looking for customer- focused, accountable, efficient, and engaged professionals who are devoted to and guided by a commitment to service excellence The candidate will support the administration of several IA businesses with a focus on activities related to participant pension payments and records retention.

**Primary Responsibilities**

* Utilize reports to analyze, approve, and release daily disbursements of participant level pension payments

* Review and report variances on month end write-off reports

* Research and take appropriate action on un-cashed and returned checks

* Update participant records upon notification of death, determine next steps and, if applicable, handle overpayment recovery

* Review, scan, and index client and contract related documents

* Deposit contributions and reimbursements

* Handle inbound calls and periodically make outbound calls to clients and financial institutions

**Desired Skills & Experience**

* Bachelor's degree preferred

* Strong analytical and problem-solving skills

* Strong computer skills, including Word and Excel, with the ability to navigate multiple applications

* Strong organizational skills

* Excellent oral and written communication skills

* Customer service experience

* Ability to work independently while remaining flexible to meet team goals

* Ability to follow established procedures and stay current with internal control procedureS

**Training & Development**

Client Service Representatives undergo training to learn about the product, contract provisions, and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful

SF:LI-KH1

Recognized as one of *Fortunes* Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the . We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit , our and the page of .

Job Requisition ID: 85868

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