OPT Client Service Specialist Jobs
Client Service Specialist roles are a strong fit for F-1 OPT students with communication-focused degrees in business, communications, or marketing. Most positions qualify as specialty occupations for OPT authorization. Your 12-month OPT window, or 24-month STEM extension if eligible, gives employers meaningful time to assess sponsorship.
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Requisition ID
94730
Department
Service Experience Value Stream
Job Function
Service Experience Value Stream
Location
Melville, New York, United States
Role Location Designation
Fully Onsite
Service Client Specialist to the Managing Partner
Business Unit
New York Life's General Offices are located across the country and serve as the foundation of the company's field distribution system. Each General Office is led by a Managing Partner who is responsible for driving the growth and success of the office through the recruitment, development, and retention of financial professionals. As the Service Client Specialist to the Managing Partner, this role plays a critical role in supporting business operations, talent development, recruiting initiatives, and strategic execution.
Role Overview
The 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, facilitates 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.
- 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, reports, dashboards, and meeting materials that support business planning and informed decision-making.
- Support operational initiatives by tracking milestones, monitoring deliverables, facilitating process improvements, and serving as a subject matter resource for administrative and operational processes.
What You'll Bring
Required Skills
- 5+ years of experience providing executive support, business operations, client service, project coordination, or related professional experience.
- Demonstrated ability to independently manage multiple priorities, exercise sound judgment, and resolve complex operational issues with minimal supervision.
- Excellent organizational, problem-solving, and prioritization skills with exceptional attention to detail.
- Strong verbal, written, and interpersonal communication skills with the ability to collaborate effectively across all levels of the organization.
- Advanced proficiency with Microsoft Office Suite, including Outlook, Excel, PowerPoint, Word, and Teams.
- Proven ability to maintain confidentiality, improve operational processes, and share knowledge and best practices around administrative processes.
Preferred Skills
- Bachelor's degree or equivalent combination of education and professional experience.
- Familiarity with AI Tools such as ChatGPT and Microsoft Co-Pilot.
- Experience supporting senior leaders in a corporate or financial services environment.
- Experience coordinating recruiting, onboarding, event planning, reporting, or business operations.
Training & Development
Executive Administrative Assistants receive on-the-job training and ongoing support to develop the skills and expertise needed to effectively support business operations and leadership objectives.
Shift Information
This is a full-time, onsite position Monday through Friday.
Salary
Competitive base salary, overtime eligibility plus target bonus
Benefits
Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities
New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.
Job Level: LEVELCS4
Pay Transparency
Salary Range: $65,000-$80,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. 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.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of NewYorkLife.com.
Job Requisition ID: 94730
Job Description
Requisition ID
94730
Department
Service Experience Value Stream
Job Function
Service Experience Value Stream
Location
Melville, New York, United States
Role Location Designation
Fully Onsite
Service Client Specialist to the Managing Partner
Business Unit
New York Life's General Offices are located across the country and serve as the foundation of the company's field distribution system. Each General Office is led by a Managing Partner who is responsible for driving the growth and success of the office through the recruitment, development, and retention of financial professionals. As the Service Client Specialist to the Managing Partner, this role plays a critical role in supporting business operations, talent development, recruiting initiatives, and strategic execution.
Role Overview
The 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, facilitates 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.
- 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, reports, dashboards, and meeting materials that support business planning and informed decision-making.
- Support operational initiatives by tracking milestones, monitoring deliverables, facilitating process improvements, and serving as a subject matter resource for administrative and operational processes.
What You'll Bring
Required Skills
- 5+ years of experience providing executive support, business operations, client service, project coordination, or related professional experience.
- Demonstrated ability to independently manage multiple priorities, exercise sound judgment, and resolve complex operational issues with minimal supervision.
- Excellent organizational, problem-solving, and prioritization skills with exceptional attention to detail.
- Strong verbal, written, and interpersonal communication skills with the ability to collaborate effectively across all levels of the organization.
- Advanced proficiency with Microsoft Office Suite, including Outlook, Excel, PowerPoint, Word, and Teams.
- Proven ability to maintain confidentiality, improve operational processes, and share knowledge and best practices around administrative processes.
Preferred Skills
- Bachelor's degree or equivalent combination of education and professional experience.
- Familiarity with AI Tools such as ChatGPT and Microsoft Co-Pilot.
- Experience supporting senior leaders in a corporate or financial services environment.
- Experience coordinating recruiting, onboarding, event planning, reporting, or business operations.
Training & Development
Executive Administrative Assistants receive on-the-job training and ongoing support to develop the skills and expertise needed to effectively support business operations and leadership objectives.
Shift Information
This is a full-time, onsite position Monday through Friday.
Salary
Competitive base salary, overtime eligibility plus target bonus
Benefits
Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities
New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.
Job Level: LEVELCS4
Pay Transparency
Salary Range: $65,000-$80,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. 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.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of NewYorkLife.com.
Job Requisition ID: 94730
See all OPT Client Service Specialist Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship as a Client Service Specialist
Target employers with H-1B sponsorship history
Companies that have sponsored H-1B visas before are far more likely to support your transition after OPT. Search USCIS H-1B visa employer data to identify firms in customer success and client services that have a track record of sponsoring international employees.
Frame your degree as a specialty occupation match
Client Service Specialist roles qualify for OPT when tied to a relevant degree in business, communications, or a related field. Be prepared to explain this connection clearly to HR teams, since some recruiters are unfamiliar with how specialty occupation requirements apply to service roles.
Raise OPT early in the interview process
Disclosing your OPT status before the offer stage prevents late-stage surprises and filters out employers who won't sponsor. Framing it as a straightforward 12-month authorization with a potential STEM extension makes the conversation easier for hiring managers unfamiliar with the process.
Prioritize companies with dedicated HR or immigration support
Mid-size and enterprise employers in financial services, technology, and healthcare typically have in-house HR teams familiar with OPT and H-1B sponsorship. Smaller firms may be willing but lack the infrastructure, which can cause delays when your OPT window is running short.
Highlight client-facing metrics in your application materials
Employers sponsoring OPT students want evidence of business impact. Quantify your experience with retention rates, customer satisfaction scores, or resolution times. Concrete numbers reduce perceived hiring risk and make the sponsorship conversation easier to justify internally to decision-makers.
Apply through OPT-focused job boards to avoid unsponsored listings
General job boards are full of roles that exclude international candidates without flagging it. Migrate Mate filters for employers open to sponsorship, so you spend time on applications that can actually lead to a long-term work authorization outcome rather than dead ends.
Client Service Specialist OPT: Frequently Asked Questions
Can I work as a Client Service Specialist on F-1 OPT?
Yes, provided your role qualifies as a specialty occupation directly related to your degree. A Client Service Specialist position tied to a degree in business administration, communications, or marketing typically satisfies this requirement. Your employer does not need to file anything with USCIS during your OPT period, but your job must align with your field of study.
Do Client Service Specialist employers typically sponsor H-1B visas?
Sponsorship rates vary significantly by industry. Financial services firms, enterprise software companies, and large healthcare organizations are among the more consistent sponsors for client-facing roles. Smaller agencies and startups may offer OPT employment but lack the resources to manage H-1B petitions. Migrate Mate lists Client Service Specialist roles from employers who are open to sponsorship, which helps you identify realistic long-term opportunities upfront.
Does a Client Service Specialist role qualify for the 24-month STEM OPT extension?
Only if your undergraduate or graduate degree is on the STEM Designated Degree Program list. Business degrees generally do not qualify, but degrees in management information systems, data analytics, or certain quantitative fields may. If your degree qualifies and your employer is enrolled in E-Verify, you can apply for the extension before your initial 12-month OPT period expires.
What happens if my OPT expires before my employer files an H-1B petition?
If your employer files an H-1B petition before the April 1 cap-subject deadline and you have OPT authorization at the time of filing, a timely filed petition triggers an automatic cap-gap extension that covers you through September 30. Without that petition, your work authorization ends when your OPT expires, so timing your job search and sponsorship conversations with the H-1B calendar is important.
How should I explain my OPT status to a hiring manager for a Client Service Specialist role?
Keep it direct and practical. Explain that you have 12 months of work authorization through F-1 OPT, that no employer action is required during that period, and that you would need H-1B sponsorship to continue working beyond that window. Many hiring managers in client services are unfamiliar with OPT mechanics, so a brief, confident explanation removes ambiguity and positions sponsorship as a straightforward next step rather than a liability.