Service Client Specialist to the Managing Partner

New York Life; Glendale (CA); On-site; USD 65,000 - 80,000; 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 is seeking a Service Client Specialist to support the Managing Partner with executive-level operations, recruitment coordination, and strategic execution. The role requires handling calendars, travel, and coordinating cross-functional initiatives to drive efficiency and service excellence for leaders, advisors, clients, and partners.

The position emphasizes independent work, attention to detail, and strong communication across the organization.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Executive support

Business operations

Project coordination

Microsoft Office

Confidentiality & discretion

Education

Bachelor’s degree or equivalent

Tools

ChatGPT

Microsoft Co-Pilot

Job description

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 role plays a critical role in supporting business operations, talent development, recruiting initiatives, and strategic execution.

Job Requisition ID

94357

Location Designation

Fully Onsite

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.

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

Pay Transparency

Salary Range: $65,000-$80,000

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.

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

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.

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.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients’ and employees’ needs.

Job Requisition ID: 94357