Field Service Onsite Relationship Specialist

New York Life•Riverside, CA

6d•$50,000 - $65,000•Onsite

About The Position

The Field Service Onsite Relationship Specialist supports daily operations in a New York Life General Office and serves as a first point of contact for agents and clients. The position provides administrative and operational support to the local Managing Partner and management team, while working with the onsite Service Leader to keep office operations efficient. The role involves supporting visitors, communications, financial and facilities processes, agent onboarding, and other administrative tasks. On-the-job training, coaching, and feedback are provided to build knowledge of the insurance industry, product and policy provisions, and transaction processing. This is a full-time, fully onsite position, Monday through Friday. Candidates must be flexible to work any 7.5-hour shift between 8:00 AM and 5:00 PM. The position is overtime-eligible and may be eligible for an annual discretionary bonus and an incentive program. The stated salary range is $50,000–$65,000. Pre-hire fingerprinting is required for FINRA-licensed and/or FINRA Associated Person roles.

Requirements

At least 3 years of experience in customer service and/or office administration.
Excellent written and verbal communication skills.
Strong computer skills, including proficiency with Microsoft Office Suite.
Strong relationship-building and organizational abilities, effective communication, and a proactive approach to problem-solving.

Nice To Haves

Associate or bachelor's degree preferred, but not required.

Responsibilities

Provide administrative and operational support to the Managing Partner and management team.
Collaborate with the onsite Service Leader to ensure efficient operations.
Serve as a point of contact for agents and respond to their inquiries promptly and professionally.
Greet and welcome visitors.
Answer and direct phone inquiries.
Coordinate accounts payable and receivable, including agent payment requests, operational expenses, and purchase card reconciliation.
Handle incoming and outgoing mail and deliveries, distributing incoming correspondence in accordance with regulatory guidelines.
Assist with facility management, including building maintenance requests and troubleshooting local network issues.
Manage resource assignments for new agents and support a smooth onboarding experience.
Prepare control reports, coordinate conference rooms, prepare for meetings, and handle candidate fingerprinting.