Service Client Specialist to the Managing Partner 94730
Melville, New York, United States · On-site
$65k–$80k/yr
Senior
Job Requisition ID: 94730 Location Designation: Fully Onsite Service Client Specialist to the Managing Partner Business Unit New York Life's General Offices are located across the country and serve as the foundation of t…
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Service Client Specialist to the Managing Partner 94730
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$65k–$80k/yr
Full-time
bachelor degree
Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts
Posted 13h ago
~40 hrs/week
Responsibilities
The Service Client Specialist provides advanced administrative, operational, and client service support to the Managing Partner and leadership team. This role involves managing executive calendars, coordinating recruiting and onboarding initiatives, and preparing reports to support business planning.
Requirements
Candidates must have 5+ years of experience in executive support, business operations, or related fields with advanced proficiency in Microsoft Office. Strong organizational, communication, and problem-solving skills are required, along with the ability to maintain confidentiality and work independently.
Full job description
Job Requisition ID: 94730
Location Designation: Fully Onsite
Service Client Specialist to the Managing Partner
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 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: $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.
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 hereto 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.
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation.
Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally.
Your life. New York Life. More powerful, togetherᵀᴹ.
Insurance • Investments • Retirement • Advisory Services
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual
Orientation/Gender Identity
Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services.
Read our disclaimers: https://nyl.co/socialmedia
Offices: 51 Madison Avenue, New York, New York 10010, US
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How many Customer Service & Support jobs are open in Melville, NY right now?
There are currently 108 open customer service & support positions in Melville, NY listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Melville, NY?
Companies currently hiring include Northwell Health, Prestige NY, HUB International, Anthony Scotto Restaurants, Catholic Health, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Melville, NY?
Yes — 27 of the 108 open customer service & support positions offer remote or hybrid work (4 remote, 23 hybrid).
How do I apply for Customer Service & Support jobs in Melville, NY?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.