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Finance Service Representative Jobs in East Patchogue, NY
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Optimum
Finance Service Representative Job In Bethpage, NY
Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore - it's a necessity that empowers lives, fuels businesses, and drives innovation. A career at Optimum means you'll be enabling progress and enhancing lives by providing reliable, high-speed connectivity solutions that keep the world connected. We owe our success to our amazing product, commitment to our people and the connections we make in every community. If you are resourceful, collaborative, team-oriented and passionate about delivering consistent excellence, Optimum is the Company for you! We are Optimum! Job Summary In the Direct Sales Representative role, you will be part of one of the most dynamic sales departments in the company. As a valued member of the Optimum door-to-door team, you will work in the ever-changing consumer landscape. Every day will be different, every interaction will be unique, and you will have the opportunity to provide our valued customers with a memorable experience, guiding them through our full suite of Optimum products and services, such as high-speed internet, advanced TV, mobile, and voice technologies, ensuring that their solution, best fits their needs. Our culture of excellence provides a pathway to success as local leaders and peers, will support your personal and professional growth by cultivating the skills needed to achieve sales targets, allowing you to be a successful earner in our lucrative compensation plan. Responsibilities Customized Solutions: Be a telecom wizard! Dive into the unique needs of each customer, crafting tailored telecom packages that leave them speechless with satisfaction. Product Knowledge: Stay ahead of the curve by staying up to date with the latest offerings, pricing plans, and technological wizardry. You're the walking encyclopedia of telecom goodness! Sales Pitch: Become a master of persuasion selling in the field. Showcase the unparalleled advantages of our products and services, effortlessly addressing customer concerns and objections. Closing Deals: You're not just a salesperson; you're a deal-making maestro. Skillfully negotiate and close sales agreements, ensuring customers are thrilled and locked in for life. Documentation: Your attention to detail is impeccable. Complete all paperwork, contracts, and sales reports with precision, ensuring we have everything we need for smooth sailing. Relationship Building: You're not just closing deals; you're opening doors to lasting connections. Provide exceptional post-sales support and assistance, turning customers into lifelong advocates. Team Collaboration: Teamwork makes the dream work. Collaborate, share insights, and create strategies with your fellow sales dynamos to conquer collective goals. Targets and Quotas: You're driven by success. Consistently meet or surpass monthly sales targets and quotas, showing your unwavering commitment to personal and team triumph. Compliance: Ethical and above board, that's your motto. Always adhere to company policies, industry regulations, and sales practices. Qualifications Minimum Qualifications and Essential Functions: High school diploma or equivalent is necessary. Effective communication, negotiation, and problem-solving skills. Self-motivator with a knack for working independently. Proficient computer and technical skills, that help support the best customer solutions. Reliable personal vehicle (where applicable), valid driver license, car insurance, and a satisfactory driving record. Physical Abilities: Work environment includes sitting, standing, and walking. Ability to work full time. Preferred Qualifications: A minimum of one year of previous door-to-door selling experience. Sales-centric mindset: A genuine passion for delivering exceptional sales results by achieving sales targets. Ability to empathize with customers, understand their needs, and provide tailored solutions. Strong interpersonal and communication skills to build rapport and establish trust. Extensive product knowledge: Deep understanding of mobile and fixed-line products and services. Stay current with industry trends, technological advancements, and competitive offerings. Ability to translate technical information into easily understandable terms for customers. Digital proficiency: Comfortable navigating digital platforms and tools. Proficient in using customer relationship management (CRM) systems, point-of-sale (POS) systems, and other relevant software applications. Ability to adapt to new technologies and embrace digital transformation. What's In It For You: Unlimited earning potential: Base pay + Uncapped Commission structure = $100,000+ combined income potential.[1] Comprehensive training: We'll equip you with the knowledge you need to succeed. Top-notch benefits: Medical, Dental & Vision Insurance from day one. Time to relax: Enjoy paid vacation and sick pay. Incentives galore: Dive into our Sales Incentive and Bonus programs for additional earning opportunities Invest in yourself: We offer tuition reimbursement and employee referral earning opportunities. Stay connected: Discounted TV/Internet/Phone Employee product benefits.[2] Secure your future: Contribute to a 401(k) with company-matched funds. Continuous growth: Opportunities for career advancement within our organization. [1] Estimated and not guaranteed. Earning potential varies based on individual sales performance and subject to the terms of applicable commission plan(s), which may be modified by the Company in its discretion. [2] Subject to eligibility requirements and Company plan terms, including location of residence in Optimum footprint. At Optimum, we're fueled by our four core pillars: Taking Ownership, Upholding Transparency, Creating Community, and Demonstrating Expertise. Our commitment to empowering employees to take responsibility and embrace proactive problem-solving underpins Taking Ownership. Upholding Transparency is at the core of our culture, with open and honest communication fostering trust among our dedicated team and loyal customers. Creating Community is more than a goal; it's our daily commitment to fostering an environment of collaboration, innovation, and positivity. Demonstrating expertise is a promise we uphold through continuous learning and engagement with our customers to consistently deliver top-quality products and services. These pillars not only shape our culture but define Optimum as a place of excellence, trustworthiness, and thriving community, and we invite you to be a part of our journey. If you have the drive to succeed and are ready to embark on a thrilling career, seize this opportunity today, and join our winning team, so together, we'll shape the future of connectivity. All job descriptions and required skills, qualifications and responsibilities for a particular position are subject to modification by the Company from time to time, in the Company's discretion based on business necessity. We are an Equal Opportunity Employer committed to recruiting, hiring and promoting qualified people of all backgrounds regardless of gender, race, color, creed, national origin, religion, age, marital status, pregnancy, physical or mental disability, sexual orientation, gender identity, military or veteran status, or any other basis protected by federal, state, or local law. The Company collects personal information about its applicants for employment that may include personal identifiers, professional or employment related information, photos, education information and/or protected classifications under federal and state law. This information is collected for employment purposes, including identification, work authorization, FCRA-compliant background screening, human resource administration and compliance with federal, state and local law. Applicants for employment with The Company will never be asked to provide money (even if reimbursable) as part of the job application or hiring process. Please review our Fraud FAQ for further details. This position is identified as being performed in/or reporting to company operations in New York State. Salary ranges are supplied in compliance with New York State law. Pay is competitive and based on a number of job-related factors, including skills and experience. The starting pay rate/range at time of hire for this position in the posted location is $45,000.00 - $45,000.00 / year. The rate/range provided herein is the anticipated pay at the time of hire, and does not reflect future job opportunity.$45k-45k yearly 2d ago401(k) Service Specialist
Trivium Point Advisory
Finance Service Representative Job In Wilton Center, CT
Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward. All Trivium Point team members are guardians of the firm's story. In this role, you are expected to: Ā· A calm, ambitious drive that consistently elevates standards. Ā· Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence. Ā· Simplifying complexity into clear, actionable steps for clients and colleagues. Ā· Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies. We are seeking a highly organized and customer-focused 401(k) Service Specialist to join our team. This individual will be responsible for providing exceptional support to clients and plan administrators regarding 401(k) retirement plans. The 401(k) Service Specialist will assist with plan administration, collaborate with Third Party Administrators and Record Keepers, and ensure the smooth processing of contributions, distributions, and other retirement plan transactions. Key Responsibilities: Serve as a primary point of contact for plan sponsors regarding 401(k) plan inquiries and issues. Provide excellent customer service via phone, email, and chat, addressing questions about plan features, balances, contributions, distributions. Assist clients with the setup, maintenance, and administration of 401(k) plans, ensuring compliance with regulatory requirements. Collaborate with internal teams to resolve complex participant and client issues, escalating as necessary. Onboard 401(k) Plans with advisory and regulatory oversight. Monitor regulatory changes and update clients on plan compliance and best practices. Assist in preparing and reviewing plan reports, summary plan descriptions, and other participant communication materials. Track and report on service levels, escalating any issues that may impact customer satisfaction or regulatory compliance. Ensure employer contributions are made in accordance with plan design parameters. Experience: Minimum of 2 years' experience in 401(k) or retirement plan administration or customer service, preferably within a financial institution or retirement services company. Familiarity with ERISA (Employee Retirement Income Security Act) regulations, plan design, and compliance requirements is highly desirable. Skills: Strong communication and interpersonal skills, with the ability to interact effectively with clients, participants, and team members. Detail-oriented with strong organizational and time-management skills. Ability to handle sensitive information with confidentiality and professionalism. Knowledge of retirement plan systems, processes, and software. Ability to multitask and manage competing priorities in a fast-paced environment. Proficiency in Microsoft Office Suite (Excel, Word, Outlook). Location/Hours: This is a full time role with 4 days in office (Wilton, CT) preferred, although hybrid/remote flexibility will be considered.$44k-83k yearly est. 5d agoExecutive Services Associate
TMF Group
Finance Service Representative Job In Stamford, CT
We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial and employee administration through TMF Group's teams in 120 offices We are looking for a highly motivated, organized and reliable professional to join our global team in Stamford in the role of Executive Services Associate. This candidate will closely support the Executive Services team by liaising with executives regarding their online investment and compensation plan accounts, facilitating the set-up and execution of related events and communications, compiling data analytics for our clients and by performing administrative tasks. Key Responsibilities: Communicate with Financial Services executives via phone and email regarding online investment and compensation accounts Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams Facilitate the set-up and execution of plan related events including, but not limited to: event creation within the EWM System, document generation and posting, collection of electronic signatures and elections and communication management Coordinate with internal teams to process market events and corporate actions for both domestic and international securities Compile and deliver executive and plan related data analytics to clients Provide feedback about business processes to promote high level of efficiency Any other duties deemed necessary by Executive Services Manager Key requirements: Motivated and positive attitude Excellent written and verbal communication skills Customer service skills Strong attention to detail and problem solving skills Able to work well in a self-directed environment and use initiative Assume ownership of tasks and follow through to completion Graduate Level Position Preferably with experience in Client Services/Financial Services role What's in it for you? Pathways for career development Work with colleagues and clients around the world on interesting and challenging work. We provide internal career opportunities, so you can take your career further within TMF. Continuous development is supported through global learning opportunities from the TMF Business Academy. Making an impact You'll be helping us to make the world a simpler place to do business for our clients. Through our corporate social responsibility program, you'll also be making a difference in the communities where we work. A supportive environment Strong feedback culture to help build an engaging workplace. Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.$33k-56k yearly est. 8d agoClient Services Representative
Brewer Morris
Finance Service Representative Job In Westport, CT
We are seeking a Client Services Representative with experience in financial services, investment banking or insurance industries to work for a growing company in Westport Connecticut. This role will interact with customers and internal leadership on a daily basis, assisting to facilitate the needs of the client. Position: Client Services/Operations Associate Company Location: Westport, Connecticut Key Responsibilities Manage cases involving policyholder interactions with empathy and professionalism. Conduct qualitative due diligence, understanding state-specific regulations. Generate quotes for policyholders and evaluate financial case dynamics. Track and manage leads using a CRM system; predict and resolve challenges. Create and maintain client/customer reports regularly. Update internal process documentation and analyze customer feedback. Identify and support new business opportunities for growth. Requirements 2-4 years of experience in customer service or a client-facing role. Strong relationship-building, organizational, and problem-solving skills. Ability to excel in a fast-paced environment with attention to detail. Proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM familiarity is a plus. Background in financial services or insurance is advantageous. Completion of background and pre-employment checks is mandatory. Type: Full-time, on-site$31k-50k yearly est. 10d agoFront Desk Operations - Customer Service Representative
Alts (Fka Alteration Specialists
Finance Service Representative Job In Greenwich, CT
alts | Alteration Specialists of New York is looking for a Front Desk Operations Professional We are looking for a dynamic professional Front Desk Operations team member, distinguished by their charisma, commitment, and professional integrity. This role will include responding to phone calls and emails, office management and administration, as well as internal/external communication, and creative problem solving. This is a customer facing position, full-time or part-time role in New York City, Brooklyn, NY, Hoboken, NJ & Greenwich, CT, with competitive pay, full benefits, and opportunities for future growth. Compensation FDO earns $18 an hour when you are accompanied by a Studio Experience Coordinator or other FDO. If you are working a shop on your own then you will be paid $20 an hour for that specific shift. $18 an hour is the base compensation for any and all FDO roles. Responsibilities Front Desk - Office Management Maintain a professional, warm, welcoming office environment Greet all clients, manage check-ins, pickups and payment Answer all inbound calls to the Alteration Specialists Studio Manage all client bookings and appointments Process new transactions and ensure internal reporting is correct Responsible for ordering, tracking and managing office inventory, supplies and purchases Ensure all outsourced garments are appropriately tagged, distributed and delivered Manage the flow of fitting room processes and appointments Customer Service Quick, warm, and on-brand customer communication across emails, calls and in-person Thoughtful and authentic recommendations to customers through a deep understanding of their need Thoughtful interaction with each customer Collect, organize, and track consumer feedback, day to day issues and other relevant information and communicate this to the team Contribute ideas to company policies to create an even better customer experience Operations Ensure that all QC checkpoints that live with front operations are consistently met for each garment entering or leaving your studio Ensure all tickets are properly created, and processed throughout the garment's life cycle with Alteration Specialists Properly record and document all RFA's, refunds and other failures of process, and brainstorm written solutions to achieve a higher operational efficiency Attributes You are warm, compassionate, and empathic. You have a calming demeanor and a way of building trusting, caring relationships with ease. You are a skilled communicator. You're both a great listener and an effective speaker and writer. You treat sensitive information with respect and discretion. You are mission driven. You are motivated to help change the fashion industry, and move towards a more sustainable future and serve as an excellent ambassador for a cause you believe in. You are systematic. You derive pleasure from being highly organized, creating order, and checking things off your list. You are detail-oriented. You take pride in a beautifully executed workflow and typos in your emails make you cringe. You are thoughtful. You can anticipate the needs of your tailoring team and clients, and feel committed to proactively creating a supportive environment for all. You are able to recognize how your individual role feeds into the larger organization's objectives. You have great professional integrity. You take ownership over your work, ask for help when you need it, and are committed to your own growth and development. Experience Experience in customer service related roles preferred Prior responsibilities in the fashion industry, and communications management desired. Experience or deep interest in fashion and sustainability desired, with a working knowledge of garment construction desired. *This is an entry-level role.* Why the Role is Compelling As the Front Desk Operations - Customer Service Representative for an alts | Alteration Specialists team, you would play an integral role in creating a welcoming and professional environment that has a profound impact on some of the most important events and days in a client's life. You would establish rewarding relationships with the studio's clientele and partner community, and serve as the first point of contact for people who might benefit from our services. You would have the opportunity to develop your career in an expanding industry. You would feel the support of a tight-knit tailoring and operations team, and the excitement of being part of a growing, multi-studio operation disrupting the fashion industry with many opportunities to grow as quickly in your career as the brand is growing. alts | Alteration Specialists is committed to working with and fairly rewarding the best talent in the industry. We believe in treating people right - through fair compensation and benefits, thoughtful management and specific attention to growth and development of our staff.$18-20 hourly 20d agoCustomer Service Representative
Medxwaste.com
Finance Service Representative Job In West Haven, CT
MedXwaste.com, based in West Haven, CT, specializes in healthcare waste management, compliance services, paper shredding, hard drive destruction, and product destruction. With a focus on environmental responsibility and safety, we provide a comprehensive range of waste management solutions. Role Description We are seeking a detail-oriented Bookkeeper/Customer Service Representative to join our team. This dual role will involve managing financial records and providing exceptional customer service to our clients. The ideal candidate will be organized, proactive, and possess strong communication skills. Key Responsibilities: Bookkeeping: Maintain accurate financial records, including accounts payable and receivable. Prepare and process invoices, receipts, and payments. Assist with reconciliation Assist with budget preparation and financial forecasting. Customer Service: Serve as the first point of contact for customer inquiries via phone & email Provide information about services, resolving issues in a timely manner. Work with dispatcher to create customer schedules Maintain customer records and update information in our software Collaborate with other departments to address customer needs and concerns. Follow up with customers to ensure satisfaction and retention. Qualifications: Proven experience in bookkeeping or accounting, preferably in a similar role. Strong customer service skills with a friendly and professional demeanor. Excellent organizational skills and attention to detail. Ability to multitask and prioritize in a fast-paced environment. High school diploma required; associate degree in accounting or related field preferred.$30k-38k yearly est. 21d agoCall Center Customer Service Representative
LHH
Finance Service Representative Job In Melville, NY
Job Title: Call Center Representative Are you passionate about providing top-notch customer service and looking for a career in Non-Clinical Healthcare? Our client is on the lookout for a dynamic Call Center Representative to join their team in Melville, NY. In this role, you'll be the first point of contact for patients, helping them schedule appointments and addressing their inquiries with care and professionalism. If you're ready to be part of a supportive and fast-paced environment, this opportunity is for you! Key Responsibilities: Schedule appointments via inbound and outbound calling software. Provide exceptional customer service by interacting with patients in a supportive manner. Follow provided scripts and use professional terminology during patient interactions. Report appointment scheduling issues and technical problems to management promptly. Efficiently use Cisco Systems/EPIC programs and other resources provided by Call Center management. Adapt quickly to new information and clinic changes. Ensure internal customers receive personalized and prompt attention. Qualifications: High School Diploma or GED required. 1-5 years of call center, office, or customer service experience. Excellent computer and typing skills. Strong oral, listening, and written communication skills in English; proficiency in Spanish or another second language is a plus. Ability to multitask and exceptional organizational skills. Compensation: $23-$25 per hour Benefits: Health, dental, vision insurance; PTO; personal, sick, and holiday leave, and more!$23-25 hourly 22d agoCommercial Lines CSR
Stone Hendricks Group
Finance Service Representative Job In Centerport, NY
A forward-thinking independent insurance broker seeks a dedicated Commercial Lines CSR. This role involves providing outstanding and timely client service in collaboration with our seasoned Account Executives and Producers. The ideal candidate will play a crucial role in maintaining and enhancing client relationships through expert management of their accounts. Responsibilities: Maintain a working knowledge of Property and Casualty accounts, tailoring this knowledge to a diverse client base. Investigate and respond to client questions regarding policies and coverages with accuracy and detail. Efficiently market and quote both new and renewal business, achieving favorable coverage and cost outcomes for clients. Interact professionally with carrier underwriters and utilize online rating portals to secure competitive quotes. Systematically organize and manage information for account renewals, ensuring a streamlined process. Qualifications: A minimum of one year's experience in the insurance industry, particularly in Commercial Insurance. A current Property & Casualty (P&C) license is preferable. Comprehensive understanding of the insurance and/or brokerage sector. Technical expertise in product areas and industry practices. The capacity to provide insightful risk management consultation and advice to our management team. Proficiency with standard computer software, including the Microsoft Office suite (Word, Excel, Outlook). Strong verbal and written communication skills, capable of engaging professionally with clients and internal teams. We offer a dynamic work environment where your contributions are valued and recognized. Join us in delivering tailored insurance solutions with a personal touch. If you are ready to take your career to the next level and contribute to our clients' success, apply to join our team today.$31k-40k yearly est. 15d agoCustomer Service Representative
Zachys Wine & Liquor
Finance Service Representative Job In Port Chester, NY
Customer Service Associate Port Chester, NY (Hybrid) Zachys Wine International ************** About Zachys Zachys is a fourth-generation family-owned business with a rich history dating back almost eight decades. Founded by Zachy Zacharia in 1944, Zachys has evolved from a corner liquor store into a renowned destination for fine wine and spirits and an internationally recognized auction powerhouse. Our mission is to offer unique experiences and access opportunities to our clients. We offer a comprehensive suite of services encompassing Retail, Storage, and Auction, expertly guiding clients through an extraordinary journey from discovery to curation, and even to consignment. Zachys is headquartered in Port Chester, NY, with an international office in Hong Kong. Our commitment to our employees is to offer an engaging, dynamic, rewarding workplace where we promote what we value: Teamwork, Respect, Knowledge, Service Excellence, Innovation, Community and Accountability. The Job The Customer Service Associate is responsible for providing superior customer sales, service and relationship support to all Zachys clients, addressing their inquiries and resolving any issues utilizing process, business systems and product knowledge, coordinating with internal and external resources to ensure client delight with a positive, friendly demeanor and in a professional manner. Responsibilities Respond promptly to customer inquiries through various communication channels (phone, email, chat, or in-person) with professionalism and courtesy Support the CS Call center queues to ensure client satisfaction by ensuring availability in the queue during hours worked. Provide clear and accurate information to customers regarding products, services, orders, and policies Handle customer complaints and concerns effectively, finding solutions that align with company policies and customer satisfaction goals. Escalate complex issues to the appropriate departments for further investigation and resolution based on escalation policy Proactively engage with customers to build and nurture positive relationships, ensuring they feel valued and understood Adhere to established company processes and procedures related to customer service, ensuring consistency and quality in customer interactions Organize high volume of outgoing property shipments across various carriers and methods Liaise with Wine Specialists to coordinate clients' requests as applicable Liaise with inventory and shipping departments to coordinate clients' logistical requests Assist with auction pre-registration and bid department functions as necessary Attend auctions and service auction registration desk as necessary Requirements The successful person in this position must be able to work independently, and efficiently within a reasonable timeframe. Strong communication skills, both oral and written, are essential; you must be team player with positive and dynamic personality. At least 2 years of customer service experience is required handling storage client expectations Retail and/or restaurant experienced applicants are encouraged to apply Must be proficient with Microsoft Office, especially Excel and Outlook. Basic accounting and inventory/CRM systems knowledge a plus NetSuite experience welcome but not required Hours Days: Monday-Saturday, one day remote, one day off during the week Hours: 9:00am-6:00pm Weekend flexibility required for auction support Zachys provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.$31k-40k yearly est. 6d agoCommercial Lines Insurance CSR - Temporary (6 months)
Hobson Associates
Finance Service Representative Job In New Haven, CT
HYBRID schedule- New Haven County / Central CT Join a top-rated, member-owned property & casualty insurance provider known for its collaborative culture and commitment to employees and customers. About the Role: We're seeking a temporary Commercial Lines Customer Service Representative to support their account services team from March through early Fall (end date TBD). Must have a producer's license and experience in commercial P&C insurance operations. What You Bring: 3+ years experience working in commercial lines (P&C focus) Experience with Auto coverage & habitational personal lines (preferred) Strong Risk Management knowledge, contracts, and credit reports Self-motivated with strong judgment & problem-solving skills CT Producer's license Agent's license Ability to start immediately What They Offer: Competitive pay Collaborative, team-oriented environment Now interviewing-click 'APPLY NOW'!$29k-37k yearly est. 10d agoCustomer Service Representative
Russell Tobin
Finance Service Representative Job In Hampton Bays, NY
We are looking for a highly organized, enthusiastic, and driven Customer Service Representative to join our growing team. In this role, you will help build on our foundation of concierge swimming pool service, ensuring exceptional customer experiences and measurable growth. Working across multiple divisions and with our field team, the ideal candidate is a confident self-starter with strong sales and service skills, excellent communication, and a collaborative mindset. This role involves managing relationships with some of our most distinguished clients. You'll have access to a wealth of industry expertise, cutting-edge communication tools, and a trusted reputation built over decades. Experience in the swimming pool industry is preferred, but candidates with a strong understanding of trades and a passion for service are encouraged to apply. Key Responsibilities: Handle inbound calls from service customers and field technicians. Build and maintain strong customer relationships while identifying ways to exceed expectations. Collaborate with the Service team and field technicians to uphold our high service standards. Proactively identify repair and maintenance needs to ensure seamless summer and winter seasons. Negotiate contracts while maintaining industry-leading renewal rates. Prepare estimates for repairs, upgrades, and third-party services, ensuring timely execution and quality control. Contribute to the team's success by sharing expertise in sales and account management. Work with the finance team to ensure timely payments and manage receivables. Track key performance indicators (KPIs) to measure effectiveness and impact. Qualifications: Proven experience in sales, account management, or customer service, preferably in the swimming pool industry. Exceptional organizational and communication skills. Bachelor's degree or relevant certification preferred. Proficiency in Microsoft Office and ability to type 40+ wpm. A proactive, customer-focused attitude with a flexible approach. Schedule: Full-time Monday-Friday, with seasonal Saturday availability Compensation & Benefits: Salary: $60,000-$70,000 (based on experience, education, and qualifications) Potential for bonuses or additional compensation Comprehensive health insurance (medical, dental, vision) 401(k) plan Paid time off (PTO) and holidays Professional development opportunities Full company-wide closure during Christmas week$60k-70k yearly 30d agoInvestor Services/RFP Associate
Multi-Billion-Dollar Asset Manager
Finance Service Representative Job In Stamford, CT
A leading alternative asset manager with a diverse portfolio and a dynamic, inclusive culture that fosters an environment of continuous growth and collaboration is looking for an RFP Specialist to join their team. Role: The RFP team plays a vital role within our Reporting function, supporting sales, client services, and ongoing due diligence efforts. This position is primarily responsible for collaborating with the Business Development and Product teams while coordinating with subject matter experts across the organization to craft comprehensive responses to RFP and DDQ requests for both prospective and existing clients. Office Policy: Hybrid - 3 days in-office, 2 days remote. The ideal candidate will have 3-5 years of RFP/DDQ experience within the financial services industry. Responsibilities: Ensure the accuracy of RFP and DDQ content by collaborating with stakeholder teams across the firm. Manage and track all active RFPs and DDQs, escalating to senior management if deadlines are at risk. Address and complete all RFP and DDQ requests proactively, ensuring thorough documentation. Maintain and update high-quality content for RFPs, DDQs, and other business needs by coordinating with various teams. Leverage AI tools to implement strategic process improvements. Job ID #43876$37k-72k yearly est. 22d agoVaccine Sales Representative
Syneos Health Commercial Solutions
Finance Service Representative Job In New Hyde Park, NY
You have what it takes: a competitive drive coupled with exceptional sales ability. In this role, you will provide critical oversight on matters related to the project and responsible for building external relationships with recognized experts, HCPs, and prioritized external stakeholders in the therapeutic area and integrated health care systems. You will: Develop deep product and competitor knowledge, as well as understanding local and regional market trends Assist and coordinate critical activities with physicians and office staff through the drug initiation process, product training, patient support programs and follow-up where applicable Collaborate and partner with peers in the sales organization, brand team and other support partners to deliver an extraordinary customer experience Maintain compliance with all corporate and industry policies and procedures Essential Requirements: Bachelor's degree in social science or related required Sales ability with 2+ years sales experience in pharmaceutical and/or healthcare industry required Vaccines experience highly preferred Account Management Experience/Buy and Bill preferred Experience calling on Specialists (e.g. Cardiologists, Endocrinologist, Nephrologists) highly preferred Desired Requirements: Vaccines selling experience Experience with Specialty Market (cardiology, endocrinology and nephrology) Established relationships in the geography Knowledge of both Private and Public Sector Customer Market Proven track record of consistent high performance in the role Proven hunter with will and history of competing and winning The annual base salary for this position ranges from $98,000 to $112,000. The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. In addition, some positions may include a company car or car allowance and eligibility to earn commissions/bonus based on company and / or individual performance. At Syneos Health, we are dedicated to building a diverse, inclusive and authentic workplace. If your past experience doesn't align perfectly, we encourage you to apply anyway. At times, we will consider transferable skills from previous roles. We also encourage you to join our Talent Network to stay connected to additional career opportunities. Why Syneos Health? Here, the work is challenging, and the pace is exhilarating. By joining one of our commercial teams, you're empowered to succeed with the support, resources, and autonomy that you need. The diversification and breadth of our new and existing partnerships create a multitude of career paths and employment opportunities. Syneos Health has launched more sales teams in the last 5 years across all major therapeutic areas than the top 25 pharma companies combined. Join our game-changing, global company dedicated to creating better, smarter, faster ways to get biopharmaceutical therapies to patients. Experience the thrill of knowing that your everyday efforts are contributing to improving patients' lives around the world. Work Here Matters Everywhere | How are you inspired to change lives? Syneos Health companies are affirmative action/equal opportunity employers (Minorities/Females/Veterans/Disabled) Syneos Health has a voluntary COVID-19 vaccination policy. We strongly encourage all employees to be fully vaccinated. Additionally, certain local governments or Syneos Health customers may have vaccine requirements that apply to some of our employees. These employees are required to submit proof of vaccination to Syneos Health and maintain compliance with these requirements. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position will include a competitive compensation package, Health benefits to include Medical, Dental and Vision, Company match 401k, flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos Health complies with all applicable federal, state, and municipal paid sick time requirements. #pharmasales #PHARMACEUTICALSALES$98k-112k yearly 10d agoSales Representative
Wilson Daniels Wholesale
Finance Service Representative Job In New Haven, CT
WHO IS WILSON DANIELS WHOLESALE? Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world's preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers' traditions and heritage alongside their distinctive wines. Headquartered in New York City, the company's offices and in-house tasting room boast views of the Empire State Building in Manhattan's historic, architecturally rich Flatiron District. COME WORK WITH US At Wilson Daniels, we're leaders and educators in luxury wine. Working together to set the highest standards for quality, integrity and excellence, our passionate team of professionals is wholly immersed in every aspect of the fine wine world. We value family, heritage, and wines of distinction. Come and join the world-class Wilson Daniels Portfolio! We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need ABOUT THE JOB Wilson Daniels Wholesale is seeking Connecticut Sales Representatives in both the New Haven County areas. The Sales Representative is accountable for the profitable achievement of sales objectives associated with their assigned market. This position will be result oriented, focusing on sales goals and initiatives, profitability, marketing, and growing brand positions in the marketplace. THE DAY-TO DAY ā¢ Sales Representatives are expected to promote brands and increase brand awareness, by increasing brand visibility and conducting staff training/education programs within their accounts. ā¢ Develop new business relationships with decision makers while identifying potential customers and developing a business plan to reach them. ā¢ Ensure execution of the developed sales strategies, objectives, goals and targeted revenue generation by partnering with key retailers and establishments in the specified market. ā¢ Have extensive knowledge of the company's products and knowing in-depth features and benefits of each compared to the competition. ā¢ Prepare professional sales presentations for each account call tailored to current supplier programs and the needs of the customer. ā¢ Gain knowledge of customer's business operations and coordinating multiple and diverse options for selling the company's products to each. ā¢ Assist and participate in trade and consumer events. ā¢ Meets annual shipment and performance goals. AM I THE RIGHT FIT? ā¢ Possess drive, motivation and acute attention to detail in ensuring all sales opportunities are captured and explored ā¢ Wine knowledge preferred ā¢ Passion for learning about the wine industry and/or selling/educating is a must ā¢ Established working relationships with key accounts in given territory ā¢ Ability to make a smart business decision based on growing sales, profitability and market shares ā¢ Proven track record of successful selling ā¢ Excellent communication, negotiation, analytical and objection handling skills ā¢ Persuasive public speaking and presentation skills and the ability to close deals ā¢ Bachelor's degree preferred or equivalent experience ā¢ Experience in selling domestic and international fine and luxury wine preferred ā¢ Brand building and outside sales experience is preferred. ā¢ Computer skills to include Microsoft Office (Excel, Word, PPT a must); experience using Pocket Advantage is preferred. ā¢ Ability to work a flexible schedule depending upon the needs of customers. ā¢ CSW certification or ability to obtain preferred$57k-104k yearly est. 24d agoIndependent Sales Representative 1099
Patello Insurance Group
Finance Service Representative Job In New Haven, CT
About the job Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Patello Insurance Group is on the lookout for dedicated Sales Representatives to become part of our vibrant team. Experience the flexibility of full-time or part-time hours while making a positive difference in people's lives. **Key Responsibilities:** - Cultivate and maintain strong relationships with potential and existing clients. - Conduct thorough needs assessments to identify clients' insurance needs. - Present and clarify insurance policies to prospective clients. - Benefit from a lead-driven environment with NO COLD CALLING! **What We're Seeking:** - Self-starters with a focus on achieving results. - Excellent time management and the ability to work independently. - Commission-based compensation (1099). - Access to complimentary training. If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join Patello Insurance Group and elevate your career to new heights.$46k-90k yearly est. 10d agoEvent Sales Representative
Lucky Strike Entertainment
Finance Service Representative Job In Mineola, NY
Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn't any ordinary job; it's the beginning of a bowled new career as an Hybrid Event Sales Representative at Bowlero Mineola. Are you the life of the party? Do you know what it takes to make a great event even more amazing? If so, then you may be just what we're looking for. Our Hybrid Event Sales Representatives are more than just good salespeople-they're talented experience-makers . They tirelessly engage with calls and emails to secure bookings, manage their pipelines, meet and tour with potential clients, and collaborate with our Operations Team to guarantee flawless execution of our guests' events. You'll make the booking/planning/partying process easy (and fun!) so that your client comes back again and again. Essential Duties: Get a glimpse of all you'll experience as an Hybrid Event Sales Representative. DEVELOP YOUR IQ & BOOK IT Respond to all event inquiries (that's a given) and turn those inquiries into booked events. While you'll be working in one of our beautiful locations, you'll also be planning events for multiple venues! Learn the features and benefits of our distinctive properties and event options-and relay them effectively to your clients as you will be booking events across multiple venues. Understand the unique needs of all types of events-from corporate functions to birthday parties to other social events. HIT THOSE NUMBERS Meet (nay, exceed ) your individual sales KPIs. STAY ON POINT Organization is the key to success when working with a large rolodex of clients and multiple venues. Be the on-site contact for our operations team, hosting BEO meetings, and working together to ensure every event is a smashing success! guide the guest Be there for your clients, planning their events, and coordinating the details until the day of the party. Actively managing the client relationship both during and after the event with retention efforts to ensure your client comes back year after year. FLEXIBILITY IS KEY Be available to work evenings, weekends, and holidays, especially during our busiest event-packed seasons. BE CAMERA READY Stay connected with the rest of the team on camera! Whether it is for one-on-one coaching sessions or daily meetings, we're committed to fostering the camaraderie of an office for our remote reps. Plus, our clients can pop in at any time so always be ready to showcase your enthusiasm and professionalism. WHO YOU ARE You're a motivated, ambitious individual who's eager to learn and ready to sell our unique spin on bowling entertainment and events. Embracing feedback isn't just a skill, it's something you thrive on to become even greater! You love friendly competition and use that to achieve your KPIs. Your commitment to guest service and your interpersonal skills are on point and combine to turn ordinary events into epic celebrations that everyone will be talking about long after the party's over. Desired Skills: Check out the desired skills below and see if you have what it takes to join our team. Broad knowledge of sales, hospitality, and event planning Proficient in technology including Outlook, Microsoft Teams, and Excel Strong verbal and written communication skills (because to sell the experience, you have to be able to communicate it- effectively ) Feedback driven Time management and organization skills Adaptability REQUIRED: Ability to travel once a year to the national sales conference THE LUCKY STRIKE TEAM: With approximately 350 entertainment destinations spanning North America, our portfolio includes renowned brands like Bowlero, Lucky Strike, AMF, and the Professional Bowlers Association (PBA). As a company, we are committed to diversity, dedicated to our guests, and devoted to making the work-life experience a joy for one another. When work is this much fun, it doesn't feel like work at all. Join our team of over 12,000 associates and experience the fulfillment of being part of the Bowlero family.$17k-43k yearly est. 28d agoIn-House Sales Representative
Rubies
Finance Service Representative Job In Westbury, NY
In House Sales Representative (Westbury, New York) AD POPULUM aligns corporate strategy and fosters growth across its diverse portfolio of legendary brands, including: NECA, the industry leader in pop culture action figures and collectibles, Rubies, the #1 costumes company in the world, Enesco, known for Department 56, a top purveyor of holiday deĢcor, Kidrobot, a globally recognized, premier creator of limited edition art toys, plush and lifestyle accessories, WizKids, a top producer of miniatures and award winning table top games worldwide, JEI, the creators of American icons such as the Chia Pet and Clapper, ExKaliber, an esteemed collective of Amazon brands that ranks among the top 150 Amazon sellers globally, Graceland, Rock n Roll's top destination and #1 music attraction in the world, Smiffys, a leading global innovator in fancy dress, Halloween and Carnival manufacturing since 1894, and Party City, the global leader in the celebrations industry helping tens of millions of people create unforgettable memories. Rubies II LLC is the world's largest designer, manufacturer and distributor of Halloween costumes and accessories. We offer a vast selection of products that extends well beyond Halloween, helping people around the world celebrate holidays and special occasions from Easter to Mardi Gras, St. Patrick's Day to Christmas, New Year's Eve to bachelorette parties and everything in between. With costumes and accessories from the hottest licensed properties and our stellar in-house design team, we offer something for everyone in the family... even your pets! With our finger on the pulse of pop culture, our license portfolio includes collections from movies and TV shows like Batman, Beetlejuice, Wizard of Oz, Game of Thrones, Five Nights at Freddy's, Jurassic World, and Baby Shark, and iconic characters like Superman, Barbie, Wednesday Addams, Chucky, Wonder Woman, Garfield, Teenage Mutant Ninja Turtles, and many more. Job Summary: This is a full time, exempt, in office position with tri-state travel required. As an In-House Sales Representative you will be responsible for managing and growing a portfolio of existing clients while actively identifying new business opportunities. This role requires a consultative sales approach, strong relationship-building skills, and a proactive mindset to drive revenue growth. The ideal candidate is a highly motivated professional with a passion for sales, customer service, and strategic account management. Responsibilities: Maintain and expand relationships with existing clients, ensuring customer satisfaction and long-term retention. Identify opportunities to up-sell and cross-sell products or services to maximize revenue. Prospect and develop new business opportunities through outbound calls, emails, and networking. Provide tailored solutions based on client needs, industry trends, and company offerings. Process orders, track shipments, and coordinate with internal teams to ensure seamless delivery. Monitor sales performance, analyze trends, and report key insights to management. Work closely with marketing, customer service, and operations teams to enhance the customer experience. Negotiate pricing, contracts, and terms with clients to close deals efficiently. Qualifications: Minimum of two (2) years of Sales or Account Management experience (B2B or B2C preferred). Excellent communication, negotiation, organizational and presentation skills. Ability to build and maintain long-term client relationships. Self-motivated, goal-oriented, and results-driven. Strong Excel skills with knowledge of pivot tables, formulas, and lookups. Familiarity with CRM software and Microsoft Office Suite. Experience working with licensed products and seasonal consumer products is a plus. Ad Populum Offers: Competitive salary and benefits package (commission bonus eligible) Opportunities for professional growth and development Collaborative and supportive work environment Reliable transportation for 20-30% tri-state travel required for sales calls. The hiring range for this position based in Westbury, New York is ($60,000.00 - $65,000.00) per year. Ad Populum LLC is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identify, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law.$60k-65k yearly 14d agoProprietary Equity Trader Position
T3 Trading Group
Finance Service Representative Job In New Haven, CT
NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************$95k-167k yearly est. Easy Apply 60d+ agoPart Time Associate Banker Connecticut South (30 Hours)
Jpmorgan Chase
Finance Service Representative Job In Greenwich, CT
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. **Job responsibilities** + Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings + Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements + Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want + Assists clients and the branch team by helping with new account openings when needed + Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of customer service experience + High school diploma or GED equivalent **Preferred qualifications, capabilities, and skills** + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures + Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills + Strong desire and ability to influence, educate, and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Greenwich,CT $25.00 - $28.99 / hour$25-29 hourly 60d+ agoProprietary Equity Traders Wanted
T3 Trading Group
Finance Service Representative Job In Greenwich, CT
NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************$94k-167k yearly est. Easy Apply 60d+ ago
Learn More About Finance Service Representative Jobs
How much does a Finance Service Representative earn in East Patchogue, NY?
The average finance service representative in East Patchogue, NY earns between $36,000 and $120,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average Finance Service Representative Salary In East Patchogue, NY
$66,000
What are the biggest employers of Finance Service Representatives in East Patchogue, NY?
The biggest employers of Finance Service Representatives in East Patchogue, NY are:
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