[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.ResponsibilitiesHandle 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 areasProvide subject matter expertise for Weathscape and Envestnet platforms to advisers, peers, management and key business stake holdersProvide subject matter expertise in one of our competencies (i.e. New Business, Cashiering, Goal Mods)Assist management to educate and train new hired staffHandle escalated cases from advisers submitted through junior staff or assigned by managementAbility to take on multiple job responsibilities such as money movement, transfers, correspondence etcProactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivityProactively respond to inquiries from Eagle Strategies AdvisorsAssist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertiseWork with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficientlyIdentify and resolve operational and compliance issues that may arise during daily activitiesSkillsBachelor's Degree1-2 years of relevant experienceHolds Series 7 or is a Subject Matter expert in very specific Eagle core processing functionsKnowledge of the managed account industryProficiency with Microsoft OfficeStrong customer service skills and comfort with inbound/outbound callsSchedule flexibility and strong work ethicThis role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprintingBenefitsLeave programsAdoption assistanceStudent loan repayment programsCompany OverviewFor 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 SponsorshipNew 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.



Apply To This Job