Client Service Representative
5 days ago
Client Service Representative
**Job Summary**
New York Life is seeking a Client Service Representative to join our Institutional Annuities (IA) Client Services & Operations Team in Jersey City. As a key member of our Disbursement Control Team, you will play a critical role in supporting the administration of several IA businesses.
**Key Responsibilities**
* Analyze and approve 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
**Requirements**
* 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
**About New York Life**
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.
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