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Finance service representative jobs in New York, NY - 2,121 jobs
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Optimum
Finance service representative job in Newark, 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. Must possess and maintain a valid driver's license in good standing within the state of current residence. 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 5d agoStrategic Small Business Banker
The Association of Technology, Management and Applied Engineering
Finance service representative job in New York, NY
A financial services organization is seeking a skilled individual to provide comprehensive financial solutions to small businesses, managing client relationships and driving sales opportunities. The role involves identifying new client opportunities and supporting profitability while adhering to procedural guidelines. Successful candidates will demonstrate consultative sales and financial analysis skills, with a strong focus on customer experience and relationship development. #J-18808-Ljbffr$87k-152k yearly est. 2d agoCLO/ABL/Structured Finance - Associate (2-6+ Years) - New York, NY
Larson Maddox
Finance service representative job in New York, NY
Mid-Level Associate - Structured Finance Experience Required: 2-6+ years Compensation: 235,000-420,000 Bar Admission: Must be admitted or eligible for admission in New York About the Role: An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures. Key Responsibilities: Advise on private securities offerings, Securitization, and/or Structured Lending transactions. Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda. Manage due diligence and closing processes for complex financing deals. Ensure compliance with applicable laws and regulations throughout transactions. Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus). Qualifications: J.D. degree from an accredited law school with strong academic credentials. 2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending). Strong drafting, negotiation, and analytical skills with ability to manage multiple projects. Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus. Ability to thrive in a fast-paced, client-focused environment. Why Join? Work with one of the most respected structured finance teams in the country. Exposure to cutting-edge transactions and high-profile clients. Competitive compensation and benefits package. Clear path for career growth and advancement. Ready to Apply? If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!$73k-129k yearly est. 2d agoCorporate Finance Associate
Robert Half
Finance service representative job in New York, NY
Our client is searching a high-performing Corporate Finance Associate to help shape the company's growth trajectory and strategic direction. In this role, you will work closely with senior leadership, including the executive team and leaders across subsidiary businesses, gaining meaningful exposure to key decision-makers. The organization is experiencing significant growth supported by a strong balance sheet and a disciplined value-creation strategy focused on outperforming industry growth and executing thoughtful acquisitions. This position is ideal for someone who thrives in a dynamic, fast-scaling environment and is excited to make a tangible impact. The Corporate Finance Associate will play a key role in advancing the company's strategy through rigorous financial analysis, planning, and strategic support. Responsibilities include driving analytical rigor across budgeting and forecasting, supporting monthly financial reporting and performance analysis, maintaining industry and internal data intelligence, and contributing to earnings, board, and investor materials. You will partner closely with business leaders on strategic and operational analyses, support the full M&A lifecycle through due diligence and valuation work, and continuously improve financial processes, systems, and analytical infrastructure to support scalability and efficiency. The ideal candidate brings a strong analytical foundation, attention to detail, and the ability to translate complex financial information into clear insights. Qualifications include a bachelor's degree in Finance, Business, Economics, or a related field, with at least two years of experience in investment banking, corporate development, finance, or a similarly rigorous environment. Strong financial modeling and valuation skills, advanced proficiency in Excel and PowerPoint, excellent communication abilities, and comfort working autonomously amid evolving processes are essential. We are looking for a proactive, intellectually curious self-starter with a growth mindset who is eager to contribute to a high-performing, collaborative team.$65k-113k yearly est. 1d agoCustomer Service Representative
The Phoenix Group
Finance service representative job in New York, NY
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. What You'll Do Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. What We're Looking For Strong verbal and written communication skills. A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed. Your Background High school diploma or equivalent required. 3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support). Prior exposure to professional services or corporate environments a plus. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.$31k-40k yearly est. 5d agoCustomer 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 agoCustomer Service Representative
Esquire Bank
Finance service representative job in Jericho, NY
Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.$40k-55k yearly 6d agoSales Representative- Activewear/Sportswear
Handa Ind. Egypt: USA & Europe Markets
Finance service representative job in New York, NY
Handa Industries is a vertically integrated global apparel manufacturer with over $300 million in annual turnover and a workforce of 10,000+ employees. Established in 1995, we have spent 30 years perfecting the end-to-end supply chain - from fabric knitting and dyeing to final garment production. We operate large-scale production bases in Egypt, China, Myanmar, and Bangladesh. We have sales offices in New York, Tokyo, Hong Kong, and Shanghai to provide seamless support for our clients. Our QIZ factory in Egypt offers duty-free access to the U.S. market. Role Description Market Expansion: Identify and capture new business opportunities within the U.S. apparel sector to consistently meet or exceed annual sales targets. Account Growth: Cultivate long-term partnerships with existing clients, identifying opportunities for deeper integration and providing tailored solutions to maximize retention and lifetime value. Full-Cycle Sales Management: Oversee the entire order lifecycle-from initial negotiation and sample development to production oversight, logistics coordination, and final payment collection. Market Intelligence: Act as the "eyes and ears" on the ground; monitor fashion trends, competitor movements, and shifting U.S. trade regulations to inform our R&D and global strategy. Cross-Functional Leadership: Collaborate closely with internal production, logistics, and quality control teams to resolve bottlenecks and ensure on-time delivery. Qualifications Legal Status: Authorized to work in the United States. Experience: 5+ years of proven sales success in the apparel industry. Candidates with an existing book of business or established relationships with major U.S. retailers/brands are highly preferred. Technical Proficiency: Comprehensive understanding of garment construction, fabric performance, and the end-to-end manufacturing process. Regulatory Knowledge: Familiar with U.S. customs/import regulations and compliance standards. Communication: Exceptional English verbal and written communication skills; experienced in negotiating at the executive and senior buyer levels. Software & Travel: Proficient in MS Office Suite. Availability for domestic and international travel for client meetings and trade shows.$43k-83k yearly est. 2d agoCommercial Playground Sales Representative
Picerno-Giordano Construction
Finance service representative job in Kenilworth, NJ
Inside Sales Representative - Playground & Recreational Equipment Picerno-Giordano Construction, LLC is a New Jersey-based construction and recreational equipment company serving municipalities, schools, parks & recreation departments, and private developments. We are the authorized NJ representative for multiple leading playground and site-amenity manufacturers, offering design-build solutions from concept through installation. We are seeking a motivated Inside Sales Representative to help grow our recreational products division. This is an excellent opportunity for someone who thrives in relationship-based B2B sales, enjoys working with public agencies, and wants to be part of a collaborative, family-run organization. What You'll Do Sell and promote commercial playground and recreational equipment, including playgrounds, fitness equipment, safety surfacing, shade structures, shelters, site furnishings, and splash pads Prospect, network, and build a sales pipeline through activity-based selling Target and build relationships with municipalities, schools, parks & recreation departments, landscape architects, contractors, and developers Create product awareness through presentations, meetings, and industry events Prepare sales quotations and basic layouts/designs with support from our internal team Maintain consistent communication with clients from design phase through installation and post-sale support Develop strong product knowledge and become a trusted resource for customers Within the first year, attend Certified Safety Playground Inspector Class, with the intention to be certified. (Paid by company) What We're Looking For Bachelor's degree preferred (experience in lieu of degree considered) Strong communication and presentation skills Excellent attention to detail and ability to meet deadlines Professional, ethical, and customer-focused mindset Comfortable presenting information verbally and in writing Ability to speak, read, and write English fluently Valid U.S. driver's license with a clean driving record Compensation & Benefits Competitive base salary + commission structure Company-paid medical, dental, and vision insurance Paid time off (PTO) Mileage reimbursement Home-office equipment provided (laptop, docking station, monitors) 401(k) plan Professional development opportunities Occasional travel for meetings, presentations, and events Why Picerno-Giordano Construction? Family-owned, growth-oriented company Supportive internal team - you are not “on your own” Meaningful projects that positively impact communities Long-term opportunity, not a churn-and-burn sales role 📍 Location: New Jersey (Hybrid / Inside Sales) 🕒 Schedule: Full-time$48k-93k yearly est. 2d agoSales 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. 2d agoCustomer Service Representative
Russell Tobin
Finance service representative job in Port Washington, NY
Russell Tobin's client is hiring a Customer Service Representative in Port Washington, NY Employment Type: Contract Pay rate: English Speaker - $17.50 French Speaker - $20 Responsibilities: Answer incoming calls and process customer orders. Troubleshoot technical issues, particularly related to electrical and IT systems, and communicate solutions clearly. Resolve customer complaints while maintaining composure and professionalism. Document customer interactions accurately and track call types. Follow up with customers regarding order status, shipping, and stock availability. Maintain support service levels consistent with Luxottica's standards. Perform all other duties as assigned. Requirements: High school diploma or equivalent. Minimum 1 year of experience in customer service, hospitality, or call center environments. Excellent telephone etiquette and communication skills (verbal and written). Strong PC skills including Microsoft Office (Word, Excel) and internet navigation. Ability to prioritize tasks, manage time efficiently, and work well in a team environment. Demonstrated listening and comprehension skills. Nice to have: Higher education degree. Experience using SAP. Knowledge of optical products and industry terminology. Bilingual in French. Benefits that Russell Tobin offers: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.$31k-37k yearly est. 3d agoCommercial Lines Customer Service Representative
Strategic Insurance Partners-Sip
Finance service representative job in Nutley, NJ
About Us For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we've been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients. Commercial Lines Customer Service Representative Responsibilities: Policy Servicing: Assist the Account Managers with processing Change Requests, Audits, Certificates, and more. Agency Management System Operation: Work daily in AMS to access policy details and update the accounts for accuracy. Task Management: Track, follow up and close out service tasks. Team Collaboration: Partner with Account Managers and/or Account Executives to assist and maintain the retention lists every month, 90 days in advance. Customer Servicing: Assist the Account Managers with incoming calls when needed. Qualifications: Valid New Jersey Property and Casualty License required Minimum of 2 years of commercial lines insurance experience Knowledge of insurance products Proficiency with AMS360 and ImageRight preferred; experience with other agency management systems will be considered Effective verbal and written communication skills Excellent organizational skills Strong multitasking skills, attention to detail, and follow-through discipline Hours: Monday-Friday, 9:00am-5:00pm Office Location: 492 Franklin Avenue, Nutley, NJ 07110 Benefits: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.$30k-39k yearly est. 3d agoOnline Customer Service Representative
London Jewelers
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 1d agoProprietary US Equities Trader/Active
Hold Brothers
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+ agoProprietary Equity Trader
T3 Trading Group
Finance service representative job in Westfield, NJ
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 ***************************$77k-138k yearly est. Easy Apply 60d+ agoExperienced Equities Trader
SMB Capital
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+ agoInvestment Banking [Multiple Positions Available]
Jpmorgan Chase & Co
Finance service representative job in New York, NY
Duties: Develop content for strategic meetings with clients regarding M&A or capital market transactions. Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives. Define, guide and review detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses. Define, guide and review detailed combination and other financial analyses in the context of M&A transactions or pitch situations. Provide leadership, mentorship and supervision to Associates and Analysts. Involved in graduate recruiting. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Business Administration, Economics, Finance, or related field of study plus three (3) years of experience in the job offered or as Investment Banking, Investment Banking Analyst, or related occupation. The employer will alternatively accept a Master's degree in Business Administration, Economics, Finance, or related field of study plus one (1) year of experience in the job offered or as Investment Banking, Investment Banking Analyst, or related occupation. Skills Required: This position requires one (1) years of experience with the following: Corporate finance and accounting; Public company takeover defense; Executing acquisitions and sales of private and public companies, leveraged buyouts, joint ventures, divestitures and carve-outs, and spin-offs. This position requires any amount of experience in the following: designing and analyzing mergers and acquisitions (M&A) transaction structures, incorporating legal structuring and tax aspects; participating in all aspects of execution for buy-side, sell-side, and structured M&A transactions, including leveraging industry and product knowledge on debt capital markets, equity capital markets, and corporate finance advisory to represent clients' interests during M&A transactions; coordinating data-room information exchange, and interacting with clients and third parties in consulting, accounting, legal, banking, and public relations; drafting and reviewing non-disclosure agreements, term sheets, offer letters, stock purchase agreements, financing agreements, and fairness opinions; preparing marketing materials, including teasers, information memoranda, management presentations, and investor relations presentations, as part of a sale transaction; working with clients on M&A financing solutions, including revolving credit facilities, bridge loans, term loans, high-yield, convertible bonds, asset-backed products, private placements, and rights issues; building financial models, including three-statement operating models, three-statement merger models, spin-off and divestiture models, multi-driver-based operating models, net- operating-loss roll-forward models, and merger consideration distribution models; financial modeling, valuation, and analytics, including dividend discount models (DDMs), adjusted present value, economic value added (EVA), present value of future stock prices, discounted cash flow (DCF), leverage buyout (LBO), trading comparables, precedent transactions, accretion and dilution, sum-of-the-parts, and discount rate analysis; financial market data tools, including Bloomberg, FactSet, Intralinks, Datasite, and AlphaSense. Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 20% domestic travel to JPMC client sites. Full-Time. Salary: $225,000 - $231,750 per year.$225k-231.8k yearly Auto-Apply 8d agoCustomer Service Representative
Robert Half
Finance service representative job in Edison, NJ
We are seeking a reliable Customer Service Representative to assist customers by providing product and service information, resolving issues, and ensuring a positive customer experience. The ideal candidate is a strong communicator who enjoys helping others and can handle inquiries with patience and professionalism. Key Responsibilities Respond to customer inquiries via phone, email, or chat Resolve customer complaints and issues in a timely and effective manner Provide accurate information about products, services, and policies Process orders, returns, exchanges, or account updates Document customer interactions and maintain accurate records Escalate complex issues to the appropriate team when necessary Maintain a positive, professional attitude at all times Qualifications Previous customer service experience preferred but not required Strong verbal and written communication skills$29k-36k yearly est. 3d agoProprietary Equity Trader Position
T3 Trading Group
Finance service representative job in Glen Rock, NJ
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 ***************************$77k-138k yearly est. Easy Apply 60d+ agoInvestment Banking [Multiple Positions Available]
Jpmorgan Chase & Co
Finance service representative job in New York, NY
Duties: Build and use complex financial models, complete analytical exercises, and work with large data sets. Support senior bankers in developing structured solutions for complex transactions. Develop corporate finance and structuring areas including capital structure, capital allocation, separations and spin-offs. Draft presentation materials, management presentations, Board materials, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue. Keep abreast of key market developments and establish knowledge of the target client base and relevant market dynamics. Create thematic client content on key issues and market development. Using data analysis and statistical tools like Excel VBA to analyze global market trends and make informed investment decisions. Use mathematical computing techniques like Monte Carlo simulations for stress testing future financial scenarios and multi- variable regressions for identifying optimal valuation drivers. Use financial software tools and techniques to drive and automate efficient data processing. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Software Engineering, Data Science, Economics, Computational Finance, or related quantitative field of study plus 4 years (48 months) of experience in the job offered or as Investment Banking, or related occupation. Skills Required: This position requires four (4) years of experience with the following: performance measurement of corporates and translating quantitative information into actionable insights that can be leveraged by both analytic and non-analytic staff; designing and developing interactive Excel reports with advanced functionalities including lookup, index match, data analysis add-ins, pivots, VBA and VBScript; performing statistical data analysis including multi-variate regressions; running probabilistic scenarios including Monte Carlo simulations; building presentations for corporates and investors in PowerPoint; extracting, aggregating, and analyzing data from data providers including all of Factset, Bloomberg, and CapIQ; performing financial modeling by creating and interpreting valuation models including comparable company valuations, merger models, cost of capital models and performing sensitive scenario analysis; credit rating analysis and analyzing data from credit agency reports including Moody's and S&P. Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 10% domestic travel to JPMC client sites. Full-Time. Salary: $175,000 - $175,000 per year.$175k-175k yearly Auto-Apply 10d ago
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Learn more about finance service representative jobs
How much does a finance service representative earn in New York, NY?
The average finance service representative in New York, 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 New York, NY
$66,000
What are the biggest employers of Finance Service Representatives in New York, NY?
The biggest employers of Finance Service Representatives in New York, NY are:
- Bloomberg
- Fifth Avenue Financial
- Collaborative Support Programs Of Nj Inc.
- Fidelity Holding
- New York Life Insurance
- EVG Specialty Network
- Hielly Martinez-State Farm Agent
- Sammy Martinez-State Farm Agent
- VERG Brooklyn
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