Field Service Onsite Relationship Specialist 94163

About the role

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team
• Collaborates with the onsite Service Leader to ensure efficient operations
• Act as a point of contact for agents, addressing their inquiries promptly and professionally
• Greet and welcome visitors
• Answer and direct phone inquiries
• Cook up accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
• Cook up incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
• Aid with facility management (building maintenance requests, troubleshoot local network issues, etc.)
• Manage resource assignments for new agents, ensuring their onboarding experience is smooth
• Assist with additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

Requirements

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Qualifications

• Minimum of 3 years experience in a customer service and/or office administration
• Excellent written and verbal communication skills
• Strong computer skills with proficiency in the Microsoft Office Suite
• Associates, or bachelor’s degree preferred, but not required

Skills

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Benefits

• Paid Vacation
• Health Care
• 401K match
• Pension Plan
• Tuition Assistance
• Flexible Spending Accounts
• Student Loan Repayment Program

Pay

Competitive full-time base salary, overtime eligibility plus target bonus

Schedule

This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM.

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 Commitment to Inclusion

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.