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Job Title: Senior Service Assistant
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-07-23
Company Name: New York Life
Contact: Recruiter
Phone: email only please
Fax: email only please
Description: Job Title Senior Service Assistant Job Function and Key Duties & Responsibilities Establish and maintain high quality customer relationships - assessing customer administrative need and responding to them effectively and tactfully.Transact financial and non-financial activity on client accounts, as necessary and within regulatory guidelines. Develop and maintain strong working knowledge of administrative systems and all appropriate capabilities. Provide up to date information on product specifications, including features, performance, current generic tax information, account balances, pricing inquiries, and transaction/processing explanations. Maintain high level knowledge of all VPSC products and services, annuities/life insurance, qualified and non-qualified plans, product options and features and regulatory and departmental standards and goals. Maintain strong understanding of requirements of regulatory bodies including NASD, SEC, IRS, state insurance agencies, etc. Assist team members on a daily basis to complete unfinished work in order to meet Departmental and regulatory standards. To communicate call trends, information, situations needing immediate attention or newly identified instructions to the supervisor so that data may be shared with staff. Job Location NY - NYC Home Office Department INDIVIDUAL POLICY SERVICES DEPARTMENT Position Type Full Time AutoReqId 2991BR Required Qualifications Establish and maintain high quality customer relationships - assessing customer administrative need and responding to them effectively and tactfully.Transact financial and non-financial activity on client accounts, as necessary and within regulatory guidelines. Develop and maintain strong working knowledge of administrative systems and all appropriate capabilities. Provide up to date information on product specifications, including features, performance, current generic tax information, account balances, pricing inquiries, and transaction/processing explanations. Maintain high level knowledge of all VPSC products and services, annuities/life insurance, qualified and non-qualified plans, product options and features and regulatory and departmental standards and goals. Maintain strong understanding of requirements of regulatory bodies including NASD, SEC, IRS, state insurance agencies, etc. Assist team members on a daily basis to complete unfinished work in order to meet Departmental and regulatory standards. To communicate call trends, information, situations needing immediate attention or newly identified instructions to the supervisor so that data may be shared with staff.
Please refer to Job code nylife-659475 when responding to this ad.
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