Service Client Specialist to the Managing Partner

New York Life Insurance Co; Dallas (TX); On-site; USD 59,000 - 84,000; Full time

Job summary

New York Life Insurance Co. is seeking a Service Client Specialist to the Managing Partner to provide advanced administrative and operational support to the Managing Partner and leadership team.

The role combines executive assistance with coordination of recruiting, onboarding, training, and process improvements while handling high-priority requests with independence. Responsibilities include calendar and travel management, cross-functional collaboration, and creating presentations and

Qualifications

• 5+ years of experience providing executive support or related professional experience.
• Ability to manage multiple priorities with minimal supervision.
• Excellent organizational, problem-solving, and attention to detail.

Responsibilities

• Manage executive calendars, travel, meetings, communications, and priorities for leadership.
• Coordinate recruiting, onboarding, recognition programs, training events, and leadership meetings.
• Prepare executive correspondence, presentations, reports, dashboards, and meeting materials for planning and decision-making.
• Support operational initiatives by tracking milestones, monitoring deliverables, and improving processes.

Skills

Executive support

Operations coordination

Client service

Project coordination

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Service Client Specialist to the Managing Partner

Job Description

Requisition ID

94996

Role Location Designation

Fully Onsite

Job Requisition ID:94996

Location Designation: Fully Onsite

New York Life's General Offices arelocatedacross the country and serve as the foundation of the company's 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 professionals.As the Service Client Specialist to the Managing Partner, this 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 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.

Competitive base salary, overtime eligibility plus target bonus

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

Discretionary bonus eligible:Yes

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.

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

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.

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.

Recognized as one 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 www.NewYorkLife.com.

Family Friendly Benefits

Find benefits that support your unique family situation, including fertility assistance, paid new-parent benefits, backup childcare services, free virtual tutoring, and more.

We Invest in Your Future

Enjoy a more secure future with a company-sponsored pension plan for eligible employees and a savings plans with a company match 1 .

Take advantage of our tuition reimbursement program to further your education and advance your career with job-related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.

Disclaimer 1 : Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.