Service Client Specialist to the Managing Partner

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

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Job summary

New York Life Insurance Co. is seeking an experienced Service Client Specialist to support the Managing Partner and leadership team in a fully onsite General Office. You will manage calendars, travel, and communications while coordinating recruiting, onboarding, and leadership events.

The role requires 5+ years in executive support, strong organizational skills, and proficiency with Microsoft Office. You will interact with senior leaders, advisors, clients, and partners across the organization.

Qualifications

• 5+ years of experience providing executive support, business operations, client service, or related roles.
• Ability to independently manage multiple priorities with sound judgement.
• Excellent organizational, problem-solving, and attention to detail.
• Strong verbal/written communication and collaboration across all levels.
• Proficiency with Microsoft Office Suite (Outlook, Excel, PowerPoint, Word, Teams).

Responsibilities

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

Skills

Executive support

Operations coordination

Client service

Project coordination

Confidentiality

Microsoft Office

Communication

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Outlook

Excel

PowerPoint

Word

Teams

Job description

Location Designation: Fully Onsite

Business Unit

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 roles plays 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 judgement, and resolve complex operational issues with minimal supervision.
• Excellent organisational, problem-solving, and prioritisation 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.

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.

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 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 www.NewYorkLife.com.