Brokerage Operations Representative

Location Designation

Hybrid - 2 days per week

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.

• 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

• Bachelor's degree
  - Finance and Business discipline preferred;
  High school diploma or GED required
• 2+ years of experience in the Financial Services industry, with understanding of stocks, bonds, and mutual funds and industry regulations/procedures required
• Excellent verbal and written communication skills
• Positive, customer focused attitude with a desire to exceed customer expectations
• Must be able to operate in a team environment and contribute to the company and team goals
• Strong technical and analytical skills required
• Ideal candidates will pursue the SIE & Series 7 FINRA licenses

• This role requires FINRA licensed and/or FINRA Associated Person fingerprinting

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 may also be eligible to participate in an incentive program.

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.

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.

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.

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

Job Requisition