Note: The job is a remote job and is open to candidates in USA. New York Life Insurance Company is a leading mutual insurer with a rich history and a commitment to community service. The RIA Operations Specialist role involves providing exceptional customer service, managing incoming calls, and supporting financial processes while gaining industry knowledge and credentials.
Responsibilities
- Handle incoming calls on all product types (stocks, bonds, mutual funds)
- Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas
- Provide subject matter expertise for Weathscape and Envestnet platforms to advisers, peers, management and key business stake holders
- Provide subject matter expertise in one of our competencies (i.e. New Business, Cashiering, Goal Mods)
- Assist management to educate and train new hired staff
- Handle escalated cases from advisers submitted through junior staff or assigned by management
- Ability to take on multiple job responsibilities such as money movement, transfers, correspondence etc
- Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity
- Proactively respond to inquiries from Eagle Strategies Advisors
- Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
- Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently
- Identify and resolve operational and compliance issues that may arise during daily activities
Skills
- Bachelor's Degree
- 1-2 years of relevant experience
- Holds Series 7 or is a Subject Matter expert in very specific Eagle core processing functions
- Knowledge of the managed account industry
- Proficiency with Microsoft Office
- Strong customer service skills and comfort with inbound/outbound calls
- Schedule flexibility and strong work ethic
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
Company Overview
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.Company H1B Sponsorship
New York Life Insurance Company has a track record of offering H1B sponsorships, with 149 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.