Back to jobsPerform monthly bulk research using tools such as Lexis Nexis.
Complete and organize batch processing and quotation documentation.
Handle deferred and ad hoc research requests.
Support new contract onboarding and installation testing to ensure smooth setup and accurate execution of processes.
Coordinate the distribution and tracking of W-8BEN forms and maintain accurate records.
Conduct pre- and post-Normal Retirement Date research and outreach.
Review and input dates of death from death master files.
Process participant data changes for newly onboarded contracts.
Participate in User Acceptance Testing (UAT) to validate system functionality and identify improvements in the administration system.
Provide phone coverage, respond to inquiries, and offer general research assistance to support cross-functional teams.
Work independently to manage priorities and meet deadlines.
Serve as a resource for team members by answering questions, providing guidance, and assisting in training new or existing staff on processes and systems.
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Service Representative, Research
New York Life - Jimenez Team
Jersey City, NJ$45K - $52K / yearPosted 6 days ago
Full-timehybridmid