Brokerage Licensed Services Representative

The Senior Representatives will leverage a deep understanding of brokerage and mutual fund products & accounts to service incoming calls and provide best in class customer service to our Registered Representatives, their staff and clients. Provide up to date information on product & account specifications, including features like checking and margin, account performance, general tax information, account balances, and pricing inquiries. Resolve escalated issues by researching and collaborating with our Service & Leadership Teams. Advance toward placing orders on trading calls on stocks, bonds, mutual funds, and option products (Series 7 license required). Review and process correspondence including writing letters of indemnity to correct errors. Assist with the training and mentoring of new staff members.

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.