Customer Service Representative
Finance service representative job in Norwalk, CT
Title: Customer Service Representative / Inside Sales
Pay Range: competitive salary, bonus opportunity
Benefits: Employee Health Benefits 100% Covered, 401K
Growth Opportunity: rapidly growing company that will have many opportunities for promotions
Our client is a leading provider of high-quality building materials, serving residential, commercial, DIY and industrial markets. Comprised of a group of 4 companies and growing, they have histories ranging between 25 and 100 years in business and a strong reputation for quality USA made products. They are well funded and building out their sales teams at all levels as they execute the roadmap for growth by the new CEO, who has a track record of successfully growing businesses.
Responsibilities:
• Respond to customer inquiries via phone, email, or chat in a timely and professional manner.
• Provide accurate information regarding products and services to enhance customer satisfaction.
• Perform data entry tasks to maintain up-to-date customer records and interactions.
• Conduct outbound calling to existing clients for follow up on customer feedback or promote new services.
• Collaborate with team members to resolve complex customer issues effectively.
• Maintain a positive attitude while managing multiple tasks in a fast-paced environment.
Ideal Candidate Profile:
• Excellent verbal and written communication skills
• Strong client service orientation with the ability to empathize with customers' needs.
• Experience with order management systems and CRM software is a plus.
• Ability to communicate efficiently while engaging with customers on various platforms.
• Sales experience is beneficial for promoting products and services effectively.
• multilingual abilities are a plus
Online Customer Service Representative
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.
Sales Representative | Painting & Coatings Division
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”.
Equity Trader Position
Finance service representative job in Wilton, CT
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyCustomer Service Representative
Finance service representative job in Dix Hills, NY
The Customer Service Representative shall serve customers with best services by attending customer queries, educating clients on different services and products; and resolving customer complaints. A Customer Service Representative's main aim is to provide outstanding customer service.
The Customer Service Representative shall be accountable to, and supervised by, the Office Supervisor and Customer Service Coordinator.
Essential Job Functions:
Process a high volume of orders with extreme accuracy.
Provide direct support to the Sales Representatives.
Able to manage a multi-line phone system.
Receive phone orders from customers and enter accurate information into the business system.
Answer the transferred calls and satisfy the customer's queries with his or her best knowledge & experience.
Assist the Sales representatives as required in researching account issues in a timely and efficient manner.
Provide proper product and service information and in case of lack of knowledge, transfer the call to the Customer Service Manager or research with the help of the appropriate department(s) and provide the customer with accurate information.
Accurate and timely follow up with existing and potential customers
Maintain accurate record keeping.
Supplemental Job Functions
Minimum Knowledge, Skills and Abilities:
Excellent communication skills in terms of speaking and writing.
Good interpersonal skills.
Good organizational and time management skills.
Must be able to research billing issues and recognize the documentary process.
Must have calculative skills and minimum required typing speed.
Data entry experience is required.
Preferred Knowledge, Skills and Abilities:
High School Diploma and/or five years of job related experience.
Good verbal and written communication skills
Computer experience, preferably with all Microsoft applications is required.
Ability to adapt to changing priorities in a fast paced environment
Salary to commensurate with experience.
Ferraro Foods is an equal opportunity employer.
MON - FRI | 8:00 AM - 5:00 PM
Auto-ApplyHead of Systematic Futures Team (USA)
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.
Rack Trader
Finance service representative job in Brentwood, NY
Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings!
WHAT IS DELEK? WHAT DO WE DO?
We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining, logistics, renewable fuels, and convenience store retailing.
Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day
Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals.
Our Retail or convenience store part of Delek, runs over 250 stores in Texas and New Mexico. We also have company-branded New-to-Industry DK stores in the southern part of the US!
Our three renewables' plants in Texas, Arkansas, and Mississippi combined can produce 40 million gallons of biodiesel fuel a year.
DELEK BENEFITS
We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment.
JOB SUMMARY
Buys and sells energy-related products on a short-term and intermediate basis under the Wholesale Division. Uses futures and other financial tools as a service for customers and for internal hedging of deals.
All activities will be performed in support of the strategy, and vision of the organization. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate
EDUCATION AND EXPERIENCE
4 year / Bachelor's Degree (Required)
Master's Degree (Preferred)
In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Ten (10) or more years Experience in a related field (Preferred)
No Licensure or Certification Required.
JOB REQUIREMENTS
Trading
Financial Market
Analysis
Critical Thinking
Communication
Issues Management
Problem Solving
Influence
Negotiation
Logistics
Manage Wholesale Rack pricing strategy in coordination with Trading & Supply
Negotiates contracts for purchase/sale of product supply in Wholesale within limits of authority
Provides leadership and technical expertise for the trading bench; setting the culture of excellence
Oversees activities of the trading bench, ensuring adherence to best practices, company policies, effectively maximizing efficiency and optimization in performance
Develop and maintain relationships with energy suppliers and brokers
Identifies and pursues commercial trading opportunities
Accountable for meeting profitability and optimization targets
Reviews competitive intelligence for all regions and reports recommendations to leaders
Coordinates logistical arrangements with supply logistics groups to ensure timely and cost-effective delivery of product/crude shipments
Collaborates with System Optimization and refinery optimization staffs to identify and act upon supply chain opportunities
Determines hedging strategy
Ensures refineries' requirements are met on timely basis
Communicates supply and trading issues impacting profit optimization at refineries
Evaluates economics of available products/crude
Assesses risk in current and future trade contracts
Develops and presents analysis to management to support future trading positions
While this job description aims to provide a comprehensive overview of the role, it may not detail every task or responsibility required.
CORE COMPETENCIES CHANGE AGILITY (LEVEL 3 APPLYING):
Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results.
COLLABORATION (LEVEL 3 APPLYING):
Sees connection points across the organization and partners effectively with others to achieve common goals.
DECISION MAKING (LEVEL 3 APPLYING):
Selects a course of action to reduce risk and uncertainty and create optimal outcomes.
DRIVE FOR RESULTS (LEVEL 3 APPLYING):
Drives to achieve challenging performance objectives.
TEAM BUILDING (LEVEL 3 APPLYING):
Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.
HF Independent Trader
Finance service representative job in Westport, CT
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
Physical Commodity Trader
Finance service representative job in White Plains, NY
Interoceanic Corporation (IOC) is a family of businesses that covers several different sectors including fertilizers, industrial chemicals, logistical assets, lawn and garden business, ice melt as well as private investments. We have cultivated a solid network andhaveoperational capacity spanning decades of domestic and international exposure. As the business has grown, so have the potential acquisition opportunities that come across our desk. Rooted in industry traditions, our business is grounded in excellent service. The IOC family of companies is always growing.At the same time, our unique entrepreneurial spirit propels the scope of our capabilities while offering our highly valued employees the opportunity to grow, develop and showcase their individual talents.
We are seeking an experienced and motivated Fertilizer Trader to join our team. The Fertilizer Trader will play a critical role in sourcing, trading, and managing the distribution of fertilizer products while maintaining strong relationships with suppliers and customers. The ideal candidate will have deep industry knowledge, a robust network, and the ability to analyze market trends to maximize profitability.
Key Responsibilities
Trading:
Negotiate purchase and sales contracts to ensure competitive pricing and favorable terms.
Monitor market trends, supply chain disruptions, and geopolitical factors affecting fertilizer availability and pricing.
Customer Relationship Management:
Develop and maintain strong relationships with suppliers, distributors, and end-users.
Identify and onboard new clients to expand the customer base.
Provide exceptional customer service, addressing inquiries and resolving issues promptly.
Market Analysis and Strategy:
Conduct market research to identify emerging trends, competitive dynamics, and opportunities for growth.
Develop and implement trading strategies to optimize profitability.
Monitor and manage risk associated with market fluctuations and pricing.
Logistics and Operations Coordination:
Collaborate with logistics teams to ensure timely delivery and compliance with regulations.
Manage inventory levels to meet customer demands while minimizing carrying costs.
Ensure all trade activities comply with company policies, industry standards, and legal requirements.
Qualifications
Minimum 5 years of experience in international, fertilizer trading, vessel chartering, and US barge/rail distribution systems.
Proficiency with incoterms, trade finance, physical market etiquette.
Strong analytical skills and market awareness, with an aptitude for working in fast-paced environments.
Working Conditions
Office environment with occasional travel to meet suppliers, customers, and attend industry events.
May require working extended hours during peak trading periods.
Benefits
Competitive salary and performance-based bonuses.
Health, dental, and vision insurance
Retirement savings plan with company match.
Career development and training opportunities.
Friendly and collaborative work environment.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
Interoceanic Corporation (IOC) is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status
Associate Private Banker
Finance service representative job in Garden City, NY
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.
Job Description/Position Responsibilities
Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
Assist in developing and implementing marketing campaigns
Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
Communicate new product and policy enhancements to FAs and branch staff
Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Required Experience:
Minimum of 3 years of experience with an investment, commercial or private bank
2 years of client service, business development and/or Sales Desk experience
Experience in understanding the financial needs of all types of clients
Bachelor's degree preferred, or relevant work experience
Skills/Abilities:
Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
Excellent verbal and written communication skills
Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
Ability to understand the financial needs of the retail brokerage clientele
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Software proficiency (e.g., Word, Excel, PowerPoint)
Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
Strong interpersonal collaboration and team skills including working with cross-functional teams
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.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 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).
Auto-ApplyFinancial Representative
Finance service representative job in Farmingdale, NY
IN SEARCH OF CAREER CHANGERS AND LEADERS WHO WANT TO MAKE AN IMPACT
#1 TRAINING PROGRAM IN THE COUNTRY
At Northwestern Mutual, Financial Representatives strive to understand their clients goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are seasoned professionals that come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, our Representatives are supported by our network of specialists, training programs, and mentors to help their clients and build practices.
THE ROLE is Farmingdale, Long Island based:
Assist clients to achieve and maintain financial security by providing financial advice and to match solutions with clients needs and goals.
Develop rapport with clients and foster long-term relationships.
Be knowledgeable about Northwestern Mutual financial products and global financial market trends.
Build and maintain client bases, keep current client financial plans up-to-date and recruit new clients on an ongoing basis.
Provide dedicated and focused customer experiences.
Build your own financial planning practice.
BY JOINING OUR TEAM, YOULL HAVE ACCESS TO:
An award-winning training program to help get you started.
Mentorship and professional development training throughout your entire career.
Leading industry products and solutions built on an integrated technology backbone.
Financial support for securities licensing, professional designations and certifications for both your personal and professional business growth.
The opportunity to design your roadmap to leadership and specialized roles.
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
Extraordinary income potential based in individual performance. Unlimited earning potential from the ground up.
WHO WE ARE:
At Northwestern Mutual, we believe that everyone deserves to spend their lives living and that a strong financial plan is the backbone for ensuring that reality. Financial security is not just something that happens in retirement but, is an enabler for our clients to live their best life every day!
Our teams of Financial Representatives across the nation embody these beliefs and are committed to helping clients reach their financial goals. With 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the Worlds Most Admired companies, Northwestern Mutual has been among the leaders in the financial services industry for over 166 years and has a proven track record of financial success.
COMPENSATION:
This is an opportunity to join a Fortune 90 company in an entrepreneurial capacity. In this career, you have the benefits of a business owner by being in a role that has uncapped earning potential. We at Northwestern Mutual will provide you with the top training program in the nation, mentorship, and support to build a business that is both impactful in your community and successful. Our competitive compensation structure is performance based and includes opportunities for bonus and residual income. Average annual earnings in the first year are between $80,000 - $178,000.
Experienced Trader
Finance service representative job in White Plains, NY
Experienced Trader Job Description
We are Gelber Group -- Passion for Trading. Powered by Technology.
Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy with competitive profit splits attracts individuals with an edge which contributes to our consistent success.
As an Experienced Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 2 years.
What you'll need:
Proven track record of profitability as a trader for at least two years
Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements
The ability to create and support quantitative models
Experience with data analysis programming languages (Python is a plus)
An attentive, mindful, and focused demeanor
Proven self-starter
Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement
Strong communicator who works well with others but also thrives in an entrepreneurial environment
The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package.
Benefits and Culture:
Medical, Dental and Vision Benefits
Life insurance and long-term disability
401K
Generous vacation time, paid holidays, and paid parental leave
Social events including team dinners and company parties
Employee referral bonus program
Tuition Reimbursement
Charitable giving and company match
Casual, relaxed office environment
If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.
Auto-ApplyFinancial Services Representative
Finance service representative job in East Hills, NY
At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York.
Financial Services Representative Responsibilities:
Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis
Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you **
Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed
Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information
Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions
Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation
Provide ongoing client support and address inquires related to account activity, performance, and general financial matters
Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies
Financial Services Representative Qualifications:
Excellent interpersonal skills
Bachelor's degree is preferred, or experience in a similar role in the financial services industry
Results-orientated with a track record of achieving sales and business goals
Ability to work independently and collaboratively in a team setting
What makes Blue Ocean Wealth Solutions, LLC Unique:
Commission, Allowances, and Bonuses
Approximate expected first year earnings range from $90k to $130k***
Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match ****
Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships
State of the Art office with modern technology capabilities and teamwork culture
Willing to obtain the Life & Accident and Health License and Series 7 & 66.
On-site Firm Weekly Series 7 training Study Group
Flexibility to offer non-proprietary insurance through 3rd Party Relationships
Internal localized Support from the Executive Leadership Team
Initial 6-month Executive Training Program and personalized development thereafter
Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs
Visit our website at ********************
#LI-BOWS1
We are an Equal Opportunity Employer.
We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time.
*Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
U.S. Private Bank - Private Banker - Associate
Finance service representative job in Garden City, NY
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, and Skills
Three plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance service representative job in Saint James, NY
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
401k
Base salary plus heavy commission/bonus
$250/month Health stipend
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Customer Service Representative
Finance service representative job in Greenwich, CT
We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success.
CSR Responsibilities:
Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow.
Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members.
Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients.
Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer.
Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information.
Complete all tasks as assigned by the supervisor(s).
Qualifications & Requirements:
$17-21 per hour starting wage
Professional and friendly phone etiquette
Available to work weekends and holiday rotations, as needed
Ability to properly prioritize and complete tasks simultaneously
Ability to problem solve and adapt to multiple situations
HS Diploma or educational equivalent
Excellent customer service skills
Computer efficiency
Very detail-oriented
Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.)
Preferred: One year of customer service representative experience
Preferred: Knowledge of veterinary medical terminology and procedures
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
Auto-ApplyCustomer Service representative
Finance service representative job in Ronkonkoma, NY
· Resolves customer issues. · Provides information regarding products and services. · Answers phone with proper phone etiquette. Ability to work with different types of personalities in a professional, positive manner. · Complies with company policies and procedures and maintains regular work attendance.
·
Performs other duties as assigned.
Responsibilities:
·
Liaison between customer/sales/various internal teams Process manual entry orders through AS400
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Direct communication with customer providing shipment status, product availability, account status, etc.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Financial Representative
Finance service representative job in Norwalk, CT
Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.
Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.
Job Description
As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:
- Comprehensive Financial Planning - Personal Planning Analysis
- Asset & Income Protection - Education Funding
- Investment & Advisory Services - Trust Services
- Estate Analysis - Retirement Solutions
- Business Needs Analysis - Employee & Executive Benefits
Responsibilities:
- Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives.
- Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments.
- Create a referral based practice to build your clientele.
Financial Representative Benefits:
Northwestern Mutual is committed to offering a comprehensive benefit program:
- Top-Ranked Training Program
- Competitive Benefits Package
- Leadership Opportunities
- Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
- Personalized Mentorship from Top Advisors and Industry Leaders
- Unlimited Earning Potential
Qualifications
Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others
Additional Information
Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the
life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE
magazine has surveyed industry executives and analysts 38 times to identify the companies that are
among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that
distinction.
Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling
Power Magazine and recognizes as the best company to sell for in the financial services industry.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a
Career”.
Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry).
Ranking organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its “Training Top 125”.
Ranked among the Top 10 independent broker-dealers as measured by total revenues by the
leading investment industry publications: Investment News; Financial Advisor magazine; Financial
Planning magazine; Investment Advisor magazine.
All your information will be kept confidential according to EEO guidelines.
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Ronkonkoma, NY
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Perform customer needs analysis and engage in sales conversations
Requirements:
Active Life & Health license
FINRA Series 6/63/65
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
Part Time Associate Banker Long Island Northwest (30 Hours)
Finance service representative job in Port Washington, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-Apply