Senior Institutional Client Service Representative - Stable Value & Products

Overview

Location Designation: Hybrid - 3 days per week

Role Overview:

The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide timely, high-quality client support. You will also build and maintain strong relationships with clients and internal partners, contributing to the continued growth and success of our institutional business.

Training & Development

You will receive training, ongoing coaching, and mentoring to develop expertise in institutional products, contract provisions, and transaction processing. Our supportive environment is designed to help you build the skills needed to excel, while providing opportunities for career advancement within Client Services and the broader Institutional Investments team.

• Process trades for Guaranteed Products and the Stable Value Investments Group in compliance with audited operational procedures.
• Support the Participating (“Par”) Group by processing contract holder-directed annuities and lump sum requests, and by responding to contract-related inquiries.
• Resolve service-related issues, including “not in good order” situations from NSCC trading, using established departmental procedures.
• Provide accurate and timely information to stable value clients, including pricing, accrued/credited interest calculations, account balances, audit inquiries, and tax reporting support.
• Establish and maintain strong internal and external relationships by assessing client needs and responding effectively.
• Demonstrate a solid understanding of Stable Value client operational procedures, industry practices, and regulatory requirements; effectively communicate this information to clients.
• Maintain strong working knowledge of applications, products, and services to support evolving client needs.
• Maintain records and files in accordance with company business policies.
• Partner with internal teams (Investments, Operations, Compliance, etc.) to ensure seamless client service and resolution of complex inquiries.
• Identify and recommend process improvements that enhance efficiency, accuracy, and client satisfaction.

• 3–5 years of client service or operations experience in financial services, preferably with annuities, stable value, or retirement products.
• Background and knowledge of Group Annuity Contracts and/or Stable Value Contracts and terminology.
• Excellent time management, organizational, and multi-tasking skills to manage a varied workload effectively.
• Strong computer skills with proficiency in Microsoft Office applications.
• Strong written and verbal communication skills.
• Bachelor’s degree in Business, or related field preferred.
• Ability to adapt quickly and remain effective in a dynamic, fast-paced environment.
• Demonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service delivery.
• Flexible and resilient in a changing environment.
• Willingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insights.

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Salary Range: $50,000-$65,000

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.

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