Service Client Specialist to the Managing Partner

Role Overview New York Life's General Offices are located across the country and serve as the foundation of the company's field distribution system. Each General Office is led by a Managing Partner who is responsible for driving the growth and success of the office through the recruitment, development, and retention of financial professionals. As the Service Client Specialist to the Managing Partner, this role plays a critical role in supporting business operations, talent development, recruiting initiatives, and strategic execution. What You'll 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 You'll 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 Bachelor's 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: $58,500-$83,500 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. Additional Requirements Please note: This role requires FINRA licensed and/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 NYL Benefits Site. 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 Life’s leadership in this space. Additional Information 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 #J-18808-Ljbffr New-York-Life