Onsite Service & Relationship Leader

New York Life

Waltham (MA)

On-site

USD 90,000 - 140,000

Full time

8 days ago

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Job summary

New York Life is seeking a Service Leader, Onsite Relationship Management in the Boston–Atlantic General Office to strengthen connections with GO Agency Managers, recruiters and agents. You will act as the primary liaison between the Service team and local leadership, ensuring seamless communication and alignment of service support with office needs.

As a trusted advisor, you’ll help match agency requirements with Service solutions, lead training on new tools including AI-driven platforms, and

Qualifications

Must pass FINRA SIE and Series 99 within first six months.
Bachelor’s degree or equivalent business experience.
Strong interpersonal and communication skills with ability to build trusted relationships at all levels.
Ability to advocate for new service capabilities and adoption of digital solutions.
Customer-centric mindset with a passion for understanding and exceeding expectations.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint.
Ability to learn quickly while managing in-office responsibilities.
Proactive mindset in identifying and resolving service challenges.

Responsibilities

Champion Service Relationships: act as the trusted contact for GO Agency Managers, recruiters, and agents.
Resolve Service Escalations with empathy and accountability.
Oversee Onsite Specialist(s) performance and workload monitoring.
Support Strategic Sales Engagements with alignment to business goals.
Provide AI & Digital Support and training on digital platforms.
Coordinate Local Engagement Events to improve partnership and engagement.
Enable Change and Adoption through training on new tools.
Oversee Office Operations and local facilities in partnership with Service team.
Support Financial Accuracy in local expenditures.