Field Service Onsite Relationship Specialist 95225

New York Life•, NY

2d•$45,000 - $65,000•Onsite

About The Position

The Field Service Onsite Relationship Specialist supports daily operations at a New York Life General Office. The position is part of the Service organization and serves as a first point of contact for agents and clients, while providing dedicated administrative and operational support to the local Managing Partner and management team. The role helps streamline processes for agency stakeholders and maintain efficient office operations through relationship-building, organization, communication, and proactive problem-solving. The position is fully onsite and full-time, Monday through Friday. Candidates must be flexible to work any 7.5-hour shift between 8:00 AM and 5:00 PM. Customer Service Representatives receive on-the-job training in the insurance industry, product and policy provisions, and transaction processing, along with coaching and feedback. The role requires pre-hire fingerprinting 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 in Microsoft Office Suite.
Strong relationship-building and organizational abilities, effective communication, and a proactive approach to problem-solving.
Flexibility to work any 7.5-hour shift between 8:00 AM and 5:00 PM, Monday through Friday.
Pre-hire fingerprinting is required for FINRA-licensed and/or FINRA Associated Persons.

Nice To Haves

An associate or bachelor's degree is 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 address their inquiries promptly and professionally.
Greet and welcome visitors.
Answer and direct phone inquiries.
Coordinate accounts payable and receivable, including managing agent payment requests, submitting operational expenses, and reconciling purchase cards.
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 to support a smooth onboarding experience.
Perform additional administrative duties, including control reports, coordinating conference rooms, preparing for meetings, and fingerprinting candidates.