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Senior Representative, Brokerage Services Trader ID-20047

Business Unit Overview 

Join Service Experience, the engine powering exceptional experiences for New York Life's clients, agents and beneficiaries. You'll play a vital role in creating seamless customer experiences that build confidence, trust and loyalty. Whether you’re directly supporting clients throughout their life insurance needs or implementing innovative digital solutions, your work impacts the quality of every interaction. 

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Role Overview:

The Brokerage Service Representative Trader is responsible for handling incoming calls, point of call financial processing and placing trades (stocks, options and mutual funds) for the Securities products serviced by NYLIFE Securities.  Incoming calls across all our different NYLIFE Securities telephone queues which include the client line, Registered Representative line, and the Trading line consisting of product & account information, investment and account performance, along with margin and trading requests.  The margin inquiries include margin requirements, hypothecation agreement, calculating marginable securities, NYSE or House calls and how to resolve.  Trading consists of placing client orders and discussing stock option levels & strategies, trading orders and definitions (market, limit, stop/loss, etc.).  

 

Due to the investment element of these securities products, NYLIFE Securities is regulated under the federal securities laws (FINRA), Securities and Exchange Commission (SEC), and state securities laws; therefore, the accounts must be serviced with a Series 7 & 63 License. Working under the direction of the NYLIFE Securities Investor Relations Call Center Manager, the Representative must work to achieve the goals of their team by working both independently and with members of the team in order to provide accurate and efficient service. The Representative will have a fluent understanding of New York Life Securities Product offerings and the systems that support our products in order to perform advanced duties.

 

What You'll Do:

  • Answer incoming phone calls from clients, Registered Representatives(RRs), and Field Offices in relation to the Securities (brokerage) products serviced by NYLIFE Securities

  • Provide up to date information on product specifications, including features like check writing and margin, account performance, general tax information (includes discussing cost basis methods and processing changes), account balances, pricing inquiries, and transaction & processing explanations

  • Process trades from clients on stocks, mutual funds, options, and other asset classes (ex: REITs)

  • Maintain high level knowledge of all investment products and services offered through NYLIFE Securities, non-proprietary annuities/life insurance, qualified and non-qualified plans, product features along with regulatory and departmental standards and goals

  • Display self confidence when working with NYLIFE Securities Registered Representatives to take appropriate action and independently approve exception requests

  • Have extensive knowledge of the administrative and mainframe systems needed for handling inquiries, researching and processing transactions (including trading platforms Brokerage Exchange and Market Q) 

  • Maintain strong understanding of requirements of regulatory bodies including FINRA, SEC, IRS, etc

  • Assist team members on a daily basis to complete unfinished work in order to meet Departmental and regulatory standards

  • Meet Departmental KPI goals on Quality, CallMiner Coach Capabilities, Average Handle Time (AHT), and adherence to phone schedule

  • Assist Management with projects and stretch assignments

 

What You'll Bring:

  • FINRA Series 7 required. Series 63 preferred

  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience 

  • 2-4 years of experience

  • Knowledge of investment and life insurance, SEC, FINRA, IRS guidelines

  • Expert customer service skills, verbal and written communication

  • Organized, detailed oriented and ability to multi-task to complete high volumes of work under strict deadlines and compliance times

  • Experience trading mutual fund, stocks, and options products

  • Must be located within 50 miles of Cleveland, Dallas, or New York City

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