Client Service Support Rep

Hybrid - 3 days per week

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. 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.
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.

Bachelor’s Degree or equivalent business experience.

• General knowledge of Pension Plans (Defined Benefit/Contribution) a plus.
• Ability to perform in a high volume, fast paced call center 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.

Overtime eligible: Discretionary bonus eligible: Sales bonus eligible: Additionally, employees are eligible for an annual discretionary bonus. 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.
Click here to 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. 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. 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. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.