Field Service Onsite Relationship Specialist 95225

New York Life Insurance•Brooklyn, NY

1d•Onsite

About The Position

The Field Service Onsite Relationship Specialist supports the daily operations of a New York Life General Office and serves as a first point of contact for agents and clients. The role provides administrative and operational support to the local Managing Partner and management team, helping streamline processes for agency stakeholders and maintain smooth office operations. It requires relationship-building, organization, effective communication, and proactive problem-solving. The position is fully onsite, Monday through Friday. Candidates must be flexible to work any 7.5-hour shift between 8:00 AM and 5:00 PM. The role is overtime-eligible and nonexempt, with a competitive base salary and eligibility for a discretionary bonus. Pre-hire fingerprinting is required for FINRA-licensed and/or FINRA-associated persons.

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.
Ability to work onsite Monday through Friday and be flexible to work any 7.5-hour shift between 8:00 AM and 5:00 PM.
Pre-hire fingerprinting is required for FINRA-licensed and/or FINRA-associated persons.

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 support efficient operations.
Serve as a point of contact for agents and promptly and professionally address inquiries.
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 their onboarding experience.
Prepare control reports, coordinate conference rooms, prepare for meetings, and handle candidate fingerprinting.