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Finance service representative jobs in Levittown, NY

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  • Door to Door Sales Representative

    Optimum 4.2company rating

    Finance service representative job in Yonkers, 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. Must possess and maintain a valid driver's license in good standing within the state of current residence. Physical Abilities: Work environment includes sitting, standing, and walking. Ability to work full time. Preferred Qualifications: Bilingual preferred to support effective communication with diverse employee and/or customer populations. 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 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.[1] Secure your future: Contribute to a 401(k) with company-matched funds. Continuous growth: Opportunities for career advancement within our organization. [1] 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. All qualified applicants will receive consideration for employment without regard to race, color, creed, national origin, religion, age, disability, sex, sexual orientation, gender identity or protected veteran status, or any other basis protected by applicable federal, state, or local law. The Company provides reasonable accommodations upon request in accordance with applicable requirements. Optimum 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. The pay range is $95,000.00 - $125,000.00/ year (which includes base plus estimated average annual commissions). Base salary at time of hire: $45,000, plus commissions. Commissions are estimated and not guaranteed. Earning potential varies based on individual sales performance and are subject to the terms of applicable commission plan(s).
    $95k-125k yearly 2d ago

  • Life Safety Electronic Service Sales Representative

    Johnson Controls 4.4company rating

    Finance service representative job in New York, NY

    Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard - your next great opportunity is just a few clicks away! What we offer Competitive salary Paid vacation/holidays/sick time- 15 days of vacation first year Comprehensive benefits package including 401K, medical, dental, and vision care - Available day one Encouraging and collaborative team environment Dedication to safety through our Zero Harm policy Check us out!: A Day in a Life at Johnson Controls | Sales Roles What you will do Our continued growth has produced a need for a talented Life Safety Electronic Service Sales Representative to join our team. In this challenging and rewarding role, you will be responsible for professionally representing the Company and promoting and selling Electronic Fire Service offerings to various customers and end users within your assigned territory and accounts. This is a Field Sales Representative position responsible for selling Electronic Services (Moves, Adds and changes) to an assigned customer base. How you will do it Manage the entire sales process, from uncovering opportunity, developing solution/value proposition, preparing designs, creating contracts, negotiating terms, closing opportunities, and providing ongoing customer service through service delivery. Collaborate with other sales, technical, design engineering, service, support, and management teams to meet customer needs. Assume Account Representative/Account Management responsibilities including coordination of services (installation, customer training, etc.) to ensure complete customer satisfaction. Quickly identify and qualify opportunities utilizing excellent sales, presentation, and closing techniques. Determine customer needs and develop a sales strategy to enhance customer understanding of company product offerings. Conduct building surveys to support the development of estimates. Maintain an active proposal backlog to support achieving the designated sales plan. Develop financial justifications, prepare proposals, make presentations, and perform necessary follow-up for successful closing of sales. Close sales to meet or exceed sales plan objectives. Investigate and resolve customer issues regarding delivery dates, billings, financing, and other related matters. Maintain established accounts through regular customer contact to pursue additional sales. Conduct periodic market investigations within assigned territory to develop new applications; provide sales forecasting for the territory. Maintain accurate and complete records of all sales-related activities. What we look for Required Highly self-motivated and success-driven. High energy level with a focus toward customers and a strong desire to succeed. Strong degree of self-discipline. Strong written and oral communication skills. Good organizational skills, attention to detail, and the ability to persuade and close sales. Ability to obtain appropriate licenses required by national, state, and local codes. Minimum of 3-5 years of proven success in sales. Preferred Bachelor's degree in Marketing, Business, or Engineering preferred. Ability to obtain NICET certification within the first 12 months of employment. Experience working with electrical contractors, and the ability to read blueprints and wiring diagrams is desirable. Computer experience including familiarity with Word, Excel, and job costing systems, as well as Microsoft and Oracle programs preferred. HIRING SALARY RANGE: $60,000 - $80,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account project, quarterly, and annual margin. This position includes a competitive benefits package. For details, please visit the About Us tab on the Johnson Controls Careers site at About us - Johnson Controls Careers #LI-AA2 #SalesHiring
    $60k-80k yearly 2d ago

  • Door to Door Sales Representative

    Optimum 4.2company rating

    Finance service representative job in Union City, NJ

    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: Bilingual preferred to support effective communication with diverse employee and/or customer populations. 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 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.[1] Secure your future: Contribute to a 401(k) with company-matched funds. Continuous growth: Opportunities for career advancement within our organization. [1] 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. All qualified applicants will receive consideration for employment without regard to race, color, creed, national origin, religion, age, disability, sex, sexual orientation, gender identity or protected veteran status, or any other basis protected by applicable federal, state, or local law. The Company provides reasonable accommodations upon request in accordance with applicable requirements. Optimum 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. The pay range is $95,000.00 - $125,000.00/ year (which includes base plus estimated average annual commissions). Base salary at time of hire: $45,000, plus commissions. Commissions are estimated and not guaranteed. Earning potential varies based on individual sales performance and are subject to the terms of applicable commission plan(s).
    $95k-125k yearly 1d ago

  • Customer Service Representative

    Prokatchers LLC

    Finance service representative job in New York, NY

    Job Title : Customer Service Representative Duration : 2+ months contract (Possible extension ) Education : High school degree Shift Details : M-F schedule 9A-5P Job Description: • Assist all line of business (Medicaid/Medicare/MLTC/CHP/EP) in retaining current qualified members by following a strategic daily work schedule that includes am and pm hours, field locations as well as weekends. • Maintaining daily Outreach and Renewal goals set through business needs to increase overall retention Enrollment and retention support. • They are experts on the system and understand the NYSOH processes to quickly route members to the appropriate resolution and support. • The Customer Success Specialist will work as a liaison to ensure proper processes are introduced and implemented such that the experience is enhanced.
    $30k-39k yearly est. 3d ago

  • Customer Service Representative

    Robert Half 4.5company rating

    Finance service representative job in New York, NY

    Our client is seeking a Patient Retention Coordinator to add to their growing team! The Patient Revenue Coordinator will be responsible for handling escalated customer issues, resolving discrepancies, answering questions, and working with insurance. The ideal Patient Retention Coordinator will have 2+ years of experience in a Home Healthcare environment. This role is in person - 5 days on site - in Brooklyn, New York.
    $30k-37k yearly est. 3d ago

  • Logistics & Customer Service Representative

    LHH Us 4.3company rating

    Finance service representative job in New York, NY

    Job Type: Full-Time | Contract or Permanent (based on client need) Industry: Logistics | Supply Chain | Customer Support LHH RecruitmentSolutions is currently seeking a Logistics & Customer Service Representative on behalf of our client. This role is ideal for candidates with strong communication skills and a background in coordinating transportation, resolving customer issues, and supporting end-to-end order and delivery processes. Key Responsibilities Enter and maintain customer orders and shipping information with accuracy Coordinate deliveries, shipments, and transportation routes to ensure on-time arrival Serve as liaison between customers, distributors, and freight/logistics partners Track purchase orders and resolve service or delivery conflicts Maintain updated records of deliveries, damage reports, and service adjustments Benchmark carrier rates and support cost-efficient route planning Assist the sales team with customer invoicing and support documentation Monitor logistics KPIs and support the logistics budget process Ensure compliance with logistics regulations and internal documentation standards Support ad hoc logistics and customer service projects as needed Qualifications 2+ years of experience in logistics, transportation coordination, or customer service Experience working with freight carriers, 3PLs, and distributor networks Strong organizational and problem-solving skills Excellent communication skills and customer-first mindset Proficiency in Microsoft Excel and logistics software/tools Ability to work cross-functionally with sales, finance, and operations teams Detail-oriented and capable of managing multiple priorities in a fast-paced environment Work Environment Onsite or hybrid work schedule depending on client site Collaborative logistics and operations team Reports to the Operations Manager To Apply: Apply directly through this job board posting or submit your resume to ********************* Pay Details: $50,000.00 to $55,000.00 per year Search managed by: Renee Walker Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $50k-55k yearly 1d ago

  • Online Customer Service Representative

    London Jewelers 3.5company rating

    Finance service representative job in Glen Head, NY

    London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction. Responsibilities: Respond to customer inquiries via phone, email, and chat Track customer inquiries through multiple websites and through entire lifecycle of customer's request Add products and update content on London Jewelers website Maintain Brand pages on London Jewelers website updating banners, products and information Daily price and inventory updates on our website Resolve customer complaints in a professional manner Process orders, returns, and exchanges Track monthly store traffic report Daily cash report Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active Provide product and service information and guidance Maintain appointment requests for store locations Document and update customer records based on interactions Follow up and track with customers and the store to ensure their issues are resolved Stay updated on product knowledge and company policies Follow daily task check list Maintain a positive and empathetic attitude toward customers Qualifications/Experience: Proven experience as a customer service representative or similar role Excellent communication and interpersonal skills Ability to handle stressful situations and diffuse upset customers Proficient in using ERP software and CRM tools Strong problem-solving skills Ability to multitask and manage time effectively Attention to detail and accuracy High school diploma or equivalent; a degree or equivalent Flexibility to work in shifts if required Good typing skills and computer literacy Preferred Qualifications: Degree in a relevant field Job Type: Full-time In office Salary: $25 an hour Benefits: Health insurance Dental insurance Vision insurance Paid time off 401(k) with employer matching Employee assistance program Employee discount Flexible spending account Health savings account Life insurance We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
    $25 hourly 22h ago

  • Sales Representative | Painting & Coatings Division

    AG Williams Painting Company

    Finance service representative job in Pelham, NY

    Commercial & Industrial Painting (NY-CT Region) | Top Performers Earn $150,000-$200,000+ | Base Salary + Uncapped Commission Are you a true hunter with a proven track record of closing B2B service contracts? Do you already sell in the commercial trades with relationships you can bring on Day 1? Do you thrive on achievement, competition, and delivering real value to clients? A.G. Williams Painting Company is a respected, 120-year-old commercial and industrial painting leader. We are seeking a high-performance Commercial Sales Representative to expand our footprint in Westchester, Fairfield, Putnam, Rockland, and surrounding counties. The Making of a Top-Performing Rep High Need for Achievement: You set big goals, attack them relentlessly, and expect to win. Competitiveness: You want to dominate your market, not just sell a job, but outperform competitors with superior solutions. Relationship Intelligence: You already have connections with: Property managers, facility managers, HOAs, schools & universities, industrial & commercial site managers, healthcare facilities, hospitality, retail, and institutional clients Consultative Problem-Solving: You listen deeply, identify risks/needs, and tailor the right solution, never just “quote a job.” Resilience & Tenacity: You follow up, stay organized, and keep deals alive through long cycles. Coachability & Accountability: You want structure, process, and feedback. Most importantly, you pride yourself on hitting your goals every single month. Compensation Base Salary + Uncapped Commission Structure Top performers earn $150K-$200K+ annually, with no ceiling on earnings. Your income is driven by your effort, skill, and relationships. What You'll Do Drive Revenue. Build Relationships. Close Deals. You will: Proactively identify, prospect, and win new commercial accounts. Leverage existing customer relationships and build new ones across NY-CT. Conduct site visits, measurements, and detailed takeoffs. Prepare accurate estimates using company estimating tools (training provided). Present proposals and close business confidently and professionally. Build a pipeline through consistent prospecting and networking. Collaborate with operations to ensure flawless project hand-off. Maintain CRM discipline, follow a proven sales process, and hit revenue targets. Must-Have Qualifications 5-7+ years B2B trade sales experience: Painting industry experience is ideal. Comparable trade experience (roofing, flooring, pavement, restoration, mechanical, janitorial, facility services, etc.) is acceptable if you have strong relationships in our target market. Strong existing relationships in the territory: This role requires a warm network and the ability to generate meetings through trust and reputation. Proven track record of hitting sales goals: Average performers will not succeed here. Hunter mindset with relationship-first approach: You must be both aggressive and professional. Relationship Building & Communication Mastery: Skilled in prospecting, engaging prospects, and presenting solutions with clarity and confidence. Self-Driven, Organized, Coachable, Accountable: We value autonomy, and we also expect process alignment and a team-first mentality. Valid driver's license + reliable vehicle Key Behaviors of High Performers (Drawn From Industry Best Practices) Our top reps share the following traits: Disciplined time management and high-output daily activity CRM mastery and exceptional follow-up Confidence without ego Empathy and consultative communication Professional appearance and conduct Ownership mentality, no excuses, only solutions Strong teamwork with estimators, operations, and leadership What Greatness Looks Like Existing book of business or strong relational equity Self-generating opportunities Winning 50%+ of qualified estimates Clean, accurate project documentation Consistently hitting revenue, profit & activity targets High client retention About A.G. Williams Painting Company A.G. Williams is a fourth-generation, family-owned leader in commercial, industrial, and institutional painting. For 120 years, we have built our name on professionalism, consistency, craftsmanship, integrity, and long-term partnerships. Our commercial division focuses on direct-to-owner repaint work across corporate offices, industrial buildings, hospitals, schools, multifamily properties, country clubs, religious institutions, municipalities, and more. Benefits & Professional Growth Unlimited income potential Stable pipeline support and high-quality inbound opportunities Career path with continuous mentorship and performance coaching Ongoing paid training: coatings systems, manufacturer certifications, LRRP, lift certifications, OSHA, and other skill-development programs Strong operations team to ensure projects are delivered professionally and on time Sell a respected brand with 120 years of excellence A value proposition built on quality, trust and professionalism Family culture and strong team support Flexible PTO and paid holidays To Apply Apply on our company website, directly on LinkedIn, or on Indeed. You can also send your résumé and a brief note to ******************************** with the subject line “Your Next Commercial Sales Representative”.
    $43k-83k yearly est. 1d ago

  • Citizens Banker - Greek Bilingual

    Citizens 2.9company rating

    Finance service representative job in New York, NY

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required Bilingual in Greek 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $28.18- $30.45 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $28.2-30.5 hourly Auto-Apply 1d ago

  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    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

  • Sales Representative - Long Island

    Massanois

    Finance service representative job in New York, NY

    Massanois (****************** is a New York City-based national importer and direct distributor of fine wine and craft spirits. We curate and represent a portfolio of quality-driven family-owned wineries and distilleries from around the world. We are direct (Importer & Distributor) in New York, New Jersey, Illinois, California, Washington DC, and Virginia, and work in another 40+ States with a network of like-minded, independent, quality distributors. It is our mission to find quality wines and craft spirits from around the world and connect these with leading restaurants, retailers and distributors. We work to tell the unique story of each producer we represent; one bottle at a time. A sampling of the portfolio includes: Poderi Aldo Conterno, Le Ragnaie, Esprit de Pavie, Domaine Champy, Chateau Gassier, Salcheto, Tenuta di Bibbiano, Fanti, Laura Aschero, Bruno Paillard, Domaine du Chalet Pouilly, Jean Max Roger, Joyce, Tessier, Dona Vega Mezcal, Heimat, among other notable brands. About the Job: We are looking for a full-time sales representative in Long Island. The territory will include a number of prime active on-premise and off-premise accounts. We offer above average base draw and commission rates, expenses reimbursement, bonus programs and international travel opportunities. All employees receive full health benefits upon starting. About You: * You are a self starter, self directed, jump out of bed and get it done kind of person. * You possess "hospitality DNA" and bring your service ethic to work every day. * You know wine, and want to learn more. * Your colleagues and friends would use the word “integrity” when describing you. * You provide outstanding customer service, are organized and punctual. * You have been looking for a company where your work and contribution will stand out and allow you to build a great career. Requirements: Account Level: * You have retail and/or restaurant account relationships, or are currently employed by a wine and spirits wholesaler, importer, retailer or restaurant. * You understand how to generate sales, and drive sell-through. You understand that success is securing a placement, and then make that placement valuable for your customer. * You provide exemplary customer service. * You think like a brand builder and understand that each wine should be strategically placed to generate both current and future revenue. Territory Management: * You are a planner and have a plan of attack for your territory. Which accounts are you going to grow, who else are you going to open to meet or exceed your goals every month. * Work your plan. Continuously assess cold/warm/hot opportunities, prioritize your time and activities to hit your targets. General Requirements: * Proficient in Microsoft Office (Word, Excel, PowerPoint); experience in Salesforce and Google Sheets a plus. Able to utilize these tools to set smart priorities, develop goals and targets, and assess results. * Self-directed, motivated, organized. * You have strong knowledge of all wine regions; with emphasis on old world and and Domestic wines. * Great communication skills. Collaboration and asking for help is key to success - we are a team and communication is the cornerstone of teamwork. * You will attend sales meetings, annual portfolio tastings, and other company events, and take advantage of all the tools and support the company offers. * You are the face of Massanois in this market - do what you say, say what you mean, and be the best representative of the company and the wineries we represent. * Industry experience required. * Preferably live in the North Fork area and familiar with local on and off premise accounts. * Can lift 40 pounds. This is a great opportunity for a sales professional with a love of wine to build their career with a well-organized, fast-growing, and dynamic company. All inquiries will be held in the strictest of confidence. Additional details about the company, portfolio, and compensation will be provided upon your selection for further discussions. Job category: Sales and Marketing
    $43k-83k yearly est. 1d ago

  • NYC WINE SALES REPS WANTED!

    AP Wine Imports

    Finance service representative job in New York, NY

    AP Wine Imports is a growing wine import/distribution company drawing on decades of experience in the industry that is looking to build a tight-knit, professional sales team with a passion for fine wine. We pride ourselves on our curated portfolio of exceptional French, German, Italian, and Swiss wines. We only sell wine we would drink ourselves! What sets us apart from the big guys is that we place the emphasis on excellent customer service, good relationships, and superb wines--no hassle of weekly sales meetings, quotas, etc. We are looking to add one long-term, motivated sales representative to our team who will cover the NYC area. Candidates must have: 2 years min. wholesale wine sales experience within the NYC area Strong knowledge of Old World wine (French preferred) Associate degree or equivalent Self motivation and a good work ethic Valid ID Ability to lift and carry up to 40lbs Compensation: Base Salary (commensurate with experience) plus commission and expenses. PTO and Health Care (including vision & dental). If interested, please forward your resume and a brief cover letter highlighting experience. We look forward to hearing from you! Job category: Sales and Marketing
    $43k-83k yearly est. 1d ago

  • NYC Metro Sales Representative

    Wine for The World + Serendipity Imports

    Finance service representative job in New York, NY

    Sales Representative - Wine for the World + Serendipity Imports New York City Metro Area Wine for the World and Serendipity Imports are seeking a passionate, experienced, and motivated sales professional to join our growing joint sales team in New York. This is a unique opportunity to represent two distinct yet complementary portfolios - and to build on an established base of accounts from day one. We're looking for someone with direct-to-retail and on-premise wine sales experience at the distributor level. If you're enthusiastic about wine, hungry to grow your territory, and driven to support producers with a meaningful story, we want to hear from you. For the right candidate, we may carve out an On-premise / Key Accounts route. ABOUT US Wine for the World is a New York-based importer and distributor championing responsible growers. We highlight winemakers with a positive impact on their communities and the environment, especially from the Southern Hemisphere (South Africa, Argentina, Uruguay, Brazil), and select growers in Spain, Greece, and Canada. Our producers include Aslina, HER, and Bosman Family. Serendipity Imports represents well established estates such as, Roberto Voerzio, Nals Margreid, Col di Lamo, Paladin, Livon, and Lunaria. Our book focuses on imported wines with concentration in Italy and will continue to expand offerings both within Italy and expansion to other regions, France, Spain and others. Together, we bring a curated, values-driven, and highly respected collaborative offering to the New York market. RESPONSIBILITIESALL Build and maintain strong relationships with on- and off-premise accounts Manage and grow an existing book of business while actively opening new accounts Present and sell wines from both portfolios with knowledge, authenticity, and enthusiasm Conduct in-store tastings and staff trainings as needed Use internal tools to manage orders, review inventory, and track account history Set and meet regular sales goals with autonomy and accountability QUALIFICATIONS Previous distributor wine sales experience strongly preferred Solid foundation of wine knowledge (regions, varieties, producers) Excellent communication skills - you're a natural storyteller and listener Comfortable lifting 40-50 lbs and being on the go every day Self-motivated, highly organized, and a reliable team player Proficient with digital tools for managing customer data and orders WHAT WE OFFER Competitive compensation Pre-established account base Healthcare benefits The chance to grow with two dynamic, thoughtful companies Please tell us about yourself in a brief cover letter and submit your CV to the link below. Job category: Sales and Marketing
    $43k-83k yearly est. 1d ago

  • Proprietary US Equities Trader/Active

    Hold Brothers 3.5company rating

    Finance service representative job in New York, NY

    About the Job: Hold Brothers Capital, LLC, is a FINRA Registered, SEC, Self-Clearing Broker Dealer. We strive to be a complete destination for traders looking to maximize their performance in today's financial markets. We trade the US Equity Markets only. Our proprietary traders focus primarily on technical analysis to develop their trading strategies. By utilizing multiple time-frames, our traders exercise position, swing, and intraday trading styles to maximize returns based on market conditions. We aim to help traders become successful by providing premier technology, and a highly professional, value added environment. Requirements Competitive Advantages Include: Buying power based on experience and performance. Example: 50/1 Intra-Day Opportunity to Trade Firm Capital based on past experience/track record Our Cost and Fee Structures are the Best in the Business Access to High frequency, and Black Box infrastructures Use of our own internal execution platform (GrayBox) Built by traders, and in-house developers. Also highly customizable upon trader request. First class, in-house tech support, and connectivity Remote trading available Self-Clearing Capabilities (which will reduce monthly costs to the Traders) Equity “Prop” Traders with Hold Brothers Capital LLC, are required to be registered, and licensed with our broker-dealer in order to trade at the firm. Either, an active Series 7 and Series 55, Series 56, or 57 are required. We can provide Series 57 exam sponsorship to qualified candidates. Retail “Pattern Day Traders” are not required to be registered, and licensed with our broker-dealer. They must maintain a balance of $25,000 USD in order to continue actively trading. Benefits Medical, Dental, Vision, Paid Time Off Highly Competitive (Up to 99%) Monthly Payout based on Performance. You can get paid twice within a month. (We are the only firm that offers Bi-Weekly Payments.)
    $110k-196k yearly est. Auto-Apply 60d+ ago

  • Experienced Equities Trader

    SMB Capital 3.8company rating

    Finance service representative job in New York, NY

    “You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading. The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to in-house traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance. The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization. In short, the Experienced Equities Trader role is a chance to join a high-performance team of: experienced traders pushing their skills and adapting to new market opportunities; talented technology professionals developing leading-edge trading and market analytics systems; quantitative/business analysts providing tools and insights to fuel business growth; top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere. Our JV is currently seeking candidates who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
    $109k-195k yearly est. 60d+ ago

  • Head of Systematic Futures Team (USA)

    Trexquant 4.0company rating

    Finance service representative job in Stamford, CT

    We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes. Responsibilities * Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies. * Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies. * Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. * Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies. * Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
    $110k-190k yearly est. 11d ago

  • Trader, Equities

    Hivemind Capital Partners

    Finance service representative job in New York, NY

    Job DescriptionWe are looking for a Trader to lead the development and execution of trading strategies for our public equities fund. This is a high-impact role requiring market vision, analytical rigor, and executional accuracy. The Trader will be responsible for developing the risk and trading strategies for a newly launched fund, as well as the execution of such strategies, ensuring strong fund performance. As a Trader, you will collaborate with the Trading and Operations teams on portfolio optimization frameworks and operational and trading execution best practices.What you'll do: Extract value for our trading strategies on a risk-adjusted return basis Risk manages positions and adherence to the fund's risk mandate and limits Execute trades with precision and accuracy, demonstrating a commitment to staying tuned in and responsive to market changes Build on the existing strategy and track record from across the platform Develop, write up, and recommend trading strategies Manage trade execution across venues and products Portfolio risk monitoring Actively track markets to identify market dislocations and relative value opportunities Assist with investor relations activity during the monthly reporting cycle and capital formation activities Our ideal candidate: 5+ years of experience in an investment role at an Investment Manager, Crypto Firm, Investment Bank, Hedge Fund, or similar Comfort with both the institutional rigor of a fundamental bottom-up equity analysis, an appreciation for market technicals, as well as the flexibility to consider the potential upside of blockchain and other frontier technologies A passion for trading and a love for the dynamic nature of the financial markets Self-starter able to proactively generate, execute, and manage trades through the lifecycle Proven track record of generating profits in various market conditions and strategies Willingness to work in a team and within a risk mandate structure Advanced Excel skills with experience utilizing dynamic parameters, flexible modeling, sensitivity analysis, and data aggregation & analysis Strong analytical and problem-solving skills Outstanding presentation, reporting, and communication skills Excellent understanding of industry trends and best practices Ability to execute under pressure and within tight timelines while juggling multiple objectives Detail-orientated and delivery-focused approach Robust people skills, with a focus on collaboration and the ability to work effectively as part of a team Bachelor's Degree or equivalent experience Previous experience trading digital assets is highly desirable Experience with derivatives and DeFi preferred Comfort with scripting languages or other development experience with a data science/statistical analysis background is a plus Compensation:A well-qualified candidate, based in New York City, can expect a base salary of $150,000.00 - $200,000.00. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team.About us:Hivemind Capital Partners is a Web3 and blockchain technology focused investment firm. Committed to institutionalizing digital asset investing, Hivemind combines crypto-native technology and expertise with institutional-grade risk management and practices. With a thesis-driven and multi-strategy approach, Hivemind unlocks the potential of digital assets to be an investable asset class by providing curated and scalable access to institutional investors. Founded in 2021, Hivemind is headquartered in the US with offices across the globe. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $150k-200k yearly 26d ago

  • Equities Quantitative Trader

    Quanta Search

    Finance service representative job in New York, NY

    Our client is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. They value autonomy and the ability to quickly pivot to capture opportunities, so they operate using their own capital and trading at their own risk. Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, they trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. They have also leveraged their expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets. The Team: You will join a trading team responsible for managing systematic strategies in Equities. The team focuses on both latency sensitive and non-latency sensitive investment opportunities across geographies and holding periods. The team is responsible for the complete lifecycle of quantitative investment process, research, development, and trading of systematic strategies. The team strongly emphasizes cutting-edge innovative scientific research and is looking to add an individual who is enthusiastic about contributing within a team environment. Responsibilities: The main responsibility of the role will be to research, design and implement new quantitative trading strategies. This will entail generating alphas from a variety of traditional and alternative datasets using rigorous statistical methods. To be successful in this role, the ideal candidate will need to build a deep understanding of the underlying datasets and be able to apply the latest scientific algorithms for statistical model development. Qualifications: The ideal candidate will be excited about working in a collaborative team environment, with an emphasis on team performance. We also require the following: 5+ years' experience in quantitative investment research in High Frequency Trading in the US, Canadian, or European Markets is required Excellent written and verbal communication skills to report research results/methodologies required Strong programming skills with the ability to explore large datasets required Excellent compensation package. The role can sit anywhere in the country. Thank you for illuminating hiring with Quanta Search! ********************
    $102k-176k yearly est. 60d+ ago

  • Asset Management, Highbridge, Special Situation Equity Trader

    JPMC

    Finance service representative job in New York, NY

    About Highbridge Capital Management Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co-investment vehicles, and committed, closed-end vehicles designed for longer-term holding periods. Today, Highbridge distinguishes itself as a credit, relative value and volatility-focused franchise, with the flexibility to invest opportunistically across the capital structure and liquidity spectrum. Currently managing over $4 billion in capital, the firm strives to generate attractive risk-adjusted returns for a financially sophisticated clientele, including institutional investors, public and corporate pension plans, sovereign wealth funds, endowments, foundations, and family offices. Headquartered in New York, Highbridge also operates an office in London. Highbridge Capital Management is seeking an Associate to join its Special Situations Equity Team. In this role, you will support the firm's lead Special Situation Equity investor (“Lead Investor”) in identifying and investing in opportunities which arise from corporate events, including mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs A key focus of this role will be managing a diverse SPAC portfolio that includes trust assets, rights, warrants, and risk capital investments. The successful candidate will execute trades, conduct fundamental due diligence, and maintain relevant data to develop innovative strategies that capitalize on market inefficiencies. This position offers significant growth potential as the firm seeks to expand its presence in Special Situation Equity, providing ample opportunities for professional development. Additionally, the role involves collaboration with the risk team to ensure effective risk management, as well as fostering strong relationships with many of Highbridge's key counterparties and stakeholders. This collaborative approach will reinforce Highbridge's reputation as a leader in special situations equity. Job Responsibilities This Associate Trader will play a crucial role in supporting the firm's Lead Investor. Key responsibilities include, but are not limited to: Position Management: Execute trades and manage a diverse SPAC portfolio, including trust assets, rights, warrants, and risk capital investments, to achieve attractive risk-adjusted returns. Investment Idea Generation: Identify and analyze investment opportunities arising from corporate events such as mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs. Fundamental Due Diligence: Conduct thorough research and analysis to assess the viability and potential risks of investment opportunities, including regular meetings with management teams and discussions with sell-side analysts. Public Filings Analysis: Read, interpret and summarize SEC filings and corporate communications in order to inform trading decisions Data Management: Maintain and organize relevant security and fundamental data to support the Investment Strategy. Collaboration with Risk Team and Middle Office: Work closely with the risk team to implement effective risk management practices and collaborate with the middle office to ensure accurate position reporting and smooth execution of corporate actions. Counterparty Relationship Management: Build and maintain strong relationships with key counterparties and stakeholders, representing the firm with professionalism and integrity. Performance Monitoring: Regularly monitor portfolio performance and provide updates to the firm's Lead Investor and the Co-CIOs. Professional Development: Engage in continuous learning and development opportunities to enhance investment knowledge and explore additional areas within Special Situation Equity. Required Qualifications, Capabilities and Skills: Experience: 3 - 5 years of trading experience in financial markets Education: A degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related quantitative field Strong Intellectual Capacity: Must possess a comprehensive understanding of trading, investing, and capital markets, with the ability to comprehend complex securities and investment strategies. Financial Acumen: Strong understanding of equity options, SPAC structures, and corporate finance as well as ability to analyze 10-Ks/10-Qs, Proxies and 8-Ks Organizational Skills: Excellent organizational abilities to effectively manage multiple tasks. Outstanding Quantitative and Analytical Abilities: Demonstrated proficiency in quantitative analysis and problem-solving. Meticulous Attention to Detail: A commitment to precision and adherence to disciplined processes is essential. Effective Communication Skills: Strong verbal and written communication ability to engage effectively with internal and external stakeholders. Collaborative and Adaptable Team Player: Excels in a dynamic, global team environment and embraces collaboration. Entrepreneurial Mindset: Brings energy, intellectual curiosity, and a strong dedication to driving results. Preferred Qualifications, Capabilities and Skills: Experience in event-driven equity, equity derivatives, or SPACs Proficiency in Data Management and Analysis Tools: Familiarity in programming languages such as Python and data visualization tools like Tableau is a plus.
    $102k-176k yearly est. Auto-Apply 60d+ ago

  • Corporate Derivatives - Equities Solutions Trader

    Morgan Stanley 4.6company rating

    Finance service representative job in New York, NY

    Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests Conducting research on stocks / companies in order to evaluate risks and make trading decisions Daily risk management and hedging of the trading books, including close interaction with other traders and brokers Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $200k-250k yearly Auto-Apply 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Levittown, NY?

The average finance service representative in Levittown, 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 Levittown, NY

$66,000

What are the biggest employers of Finance Service Representatives in Levittown, NY?

The biggest employers of Finance Service Representatives in Levittown, NY are:
  1. Northwell Health
  2. Teachers Federal Credit Union
  3. Blue Ocean Wealth Solutions, LLC-A Massmutual Firm
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