Description

Job Requisition ID: 93502

Location Designation: Hybrid - 2 days per week

Role Overview:

The NYLIFE Securities Cashiering Operations Representative will be responsible for working with clients to resolve highly sensitive, time critical issues with financial implications. They will be processing time-sensitive customer transactions that require review, research and communication with agents and clients to obtain proper course of action.

What You'll Do:

• Electronic updating and processing of money movement transactions, including check and stock deposits, check, EFT and wire disbursements, rollovers, internal journals, establishing standing payment instructions, periodic investment plans, and Roth Conversions for brokerage accounts
• Responding to customer and agent inquiries in a timely, efficient, and professional manner by quickly identifying the need and formulating an accurate response or solution
• Learn and maintain an understanding of IRS, FINRA, SEC, DOL and other regulatory agencies' rules and guidelines
• Learn and maintain a basic understanding of core products in relation to brokerage accounts
• Demonstrate advanced knowledge of operational procedures, company policies, and industry principles

What You'll Bring:

Required Skills

• High school diploma/GED; strong written and verbal communication; ability to manage high-volume, customer-facing work; strong technical skills.
• 2+ years of experience in the Financial Services industry, with understanding of stocks, bonds, and mutual funds and industry regulations/procedures required
• Must be able to operate in a team environment and contribute to the company and team goals
• Ideal candidates will pursue the SIE & Series 7 FINRA licenses

Preferred Skills

• Bachelor's degree; 2+ years of financial services experience.

Schedule

• Full-time, Monday through Friday
• Location: NYC Home Office
• Work Model: Rotational onsite coverage-one full week in-office on a rotating basis

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Pay Transparency

Salary Range: $40,000-$55,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. 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.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. 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. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. 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. Click here to learn more about New York Life's leadership in this space.

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com .

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Job Requisition ID: 93502


Requisition #: 40497806

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