Service Client Specialist to the Managing Partner

Job Requisition ID:95158

Location Designation: Fully Onsite

Business Unit

New York Lifes General Offices arelocatedacross the country and serve as the foundation of the companys field distribution system. Each General Office is led by a Managing Partner whois responsible fordriving the growth and success of the office through the recruitment development and retention of financial the Service Client Specialist to the Managing Partnerthis rolesplays a critical role in supporting business operations talent development recruiting initiatives and strategic execution.

Role Overview

The Service Client Specialist to the Managing Partner provides advanced administrative operational and client service support to the Managing Partner and leadership team. This role combines executive support responsibilities with coordination and support of operational processes cross-functional coordination and business initiatives. Working with a high degree of independence the incumbent manages competing priorities facilitating problem resolution serves as a trusted resource on business processes and identifies opportunities to improve efficiency while ensuring a high level of service to leaders advisors clients and business partners.

What Youll Do

• Manage executive calendars travel meetings communications and business priorities while anticipating needs and ensuring seamless execution of leadership activities.

• Coordinate recruiting onboarding recognition programs training events and leadership meetings serving as the primary point of contact across internal stakeholders.

• Prepare executive correspondence presentations reports dashboards and meeting materials that support business planning and informed decision-making.

• Support operational initiatives by tracking milestones monitoring deliverables facilitating process improvements and serving as a subject matter resource for administrative and operational processes.

What Youll Bring

Required Skills

• 5 years of experience providing executive support business operations client service project coordination or related professional experience.

• Demonstrated ability to independently manage multiple priorities exercise sound judgment and resolve complex operational issues with minimal supervision.

• Excellent organizational problem-solving and prioritization skills with exceptional attention to detail.

• Strong verbal written and interpersonal communication skills with the ability to collaborate effectively across all levels of the organization.

• Advanced proficiency with Microsoft Office Suite including Outlook Excel PowerPoint Word and Teams.

• Proven ability to maintain confidentiality improve operational processes and share knowledge and best practices around administrative processes.

Preferred Skills

• Bachelors degree or equivalent combination of education and professional experience.

• Familiarity with AI Tools such as ChatGPT and Microsoft Co-Pilot.

• Experience supporting senior leaders in a corporate or financial services environment.

• Experience coordinating recruiting onboarding event planning reporting or business operations.

Training & Development

Executive Administrative Assistants receive on-the-job training and ongoing support to develop the skills and expertise needed to effectively support business operations and leadership objectives .

Shift Information

This is a full -time onsite position Monday through Friday.

Salary

Competitive base salary overtime eligibility plus target bonus

Benefits

Paid Vacation Health Care 401K match Pension Plan Tuition Assistance Flexible Spending Accounts Student Loan Repayment Program

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization including management quality control training underwriting and claims

Job Level: LEVELCS4

Pay Transparency

Salary Range: $58500-$83500

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 individuals experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary addition to base salary employees may also be eligible to participate in an incentive program.

Please note : This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

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. Click here to discover more about our comprehensive benefit options or visit our .

Our Commitment to Inclusion
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. Click here to learn more about New York Lifes leadership in this space.

Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the Foundation. Were 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 ID: 95158

Required Experience:

IC