Jobs · Sales · New York

Service Client Specialist to the Managing Partner 94730

New York Life · Melville, NY · 3 wk ago
Sales$65k–$80k/yrFull-time

About the role

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.

Responsibilities

  • 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

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