[Remote] RIA Operations Specialist

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

Company H1B Sponsorship