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  • Call Center Customer Service Representative

    Pride Health 4.3company rating

    Finance service representative job in New York, NY

    Job Title: Call Center Representative - Healthcare | Contract Shift: Monday-Friday 9:00 AM - 5:00 PM 7.5 hours per day | 37.5 hours per week Contract Duration: 8 Weeks Pay Rate: $30 to $34/hr on W2 Job Description Pride Health is seeking an experienced Call Center Representative to support a healthcare-based pediatric primary care call center in New York, NY. This role focuses on handling high-volume inbound and outbound calls while delivering professional, patient-centered customer service. The ideal candidate will be bilingual, highly organized, and comfortable working in a fast-paced call center environment. Responsibilities Handle incoming and outgoing calls professionally and efficiently Answer inquiries, resolve complaints, and provide accurate information Deliver excellent customer service to patients and caregivers Actively listen to callers to understand concerns and needs Document call details and outcomes accurately in computer systems Perform additional duties as assigned Required Qualifications Minimum 2 years of call center or customer service experience Bilingual (facility-specific requirement) Strong verbal and written communication skills Excellent active listening and problem-solving abilities Proficiency with computers and call center systems High School Diploma or GED Why Work with Pride Health Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.
    $30-34 hourly 1d ago
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  • U.S. Associate - Financial Services

    Lek 4.2company rating

    Finance service representative job in New York, NY

    Boston, Chicago, New York, San Francisco U.S. Associate - Financial Services L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement. Company Description L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com. Job Description If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role. While casework varies every day, FS Associates' primary responsibilities typically include: Conducting primary and secondary research on clients' markets, customers, and competitors Performing rigorous analysis to drive insights and actionable recommendations Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms. In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance. Click here for more on the Associate experience at L.E.K. Why L.E.K.? Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients. Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen. Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more. International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program. Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development. Qualifications and Experience Needed A bachelor's degree from a renowned school with outstanding academic achievement Exceptional analytical and problem‑solving skills Strong verbal and written communication skills Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment Enthusiasm, resilience, and a desire to continuously learn and grow L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits. Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization. L.E.K Consulting is an Equal Opportunity Employer. #J-18808-Ljbffr
    $95k yearly 1d ago
  • CLO/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. 3d ago
  • Customer Service Representative

    Swoon 4.3company rating

    Finance service representative job in New York, NY

    Title: Customer Service Representative Pay: $35 Type: Onsite New York New York 10004 United States Duration: 2 month contract Customer Service Professional who handles incoming and/or outgoing calls. Key Responsibilities: Primary duties include answering questions, resolving complaints, and providing technical support to ensure customer satisfaction. Other assignment as necessary. Extensive phone experience and computer literate. Qualifications: Two (2) years of experience and Bilingual (facility specific). Strong verbal and written communication skills are crucial for interacting clearly and professionally with customers. Active listening providing full attention to callers to understand their concerns and needs. Effective problem-solving to analyze a situation, identify core issue and find effective solution. High School Diploma or general education degree (GED).
    $35 hourly 1d ago
  • Financial Regulatory Reporting Associate

    Veterans Sourcing Group, LLC

    Finance service representative job in New York, NY

    Financial Regulatory Reporting Associate Client: Banking Work Schedule: Hybrid - 2-3 days onsite, per week Pay rate: $55/hr About the Team: Financial Regulatory Reporting is a team responsible for the preparation of regulatory filings for multiple entities under Bank's US operations, reporting to Americas CFO. Summary: The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible for regulatory reports across all entities under the Combined US Operations. Core Responsibilities: Prepare daily/weekly/monthly/quarterly/annual and ad-hoc regulatory reports, including, but not limited to, Federal Reserve reports (e.g. FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900,), Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g., BE-605, BE-15, and BE-125) Reconcile reporting data to GL, validation of static data and perform variance analysis Ensure that changes in the reporting instructions and accounting standards made by the regulatory authorities are incorporated within the reports submitted Assist in maintaining and updating procedure documentations related to new and existing regulatory requirements to ensure firm's compliance Keep track of each assigned tasks and project, and meet each deadline Coordinate with multiple stakeholders across the organization. Support management and team members. Qualifications: A bachelor's degree with an accounting major is preferred 2-3 years of experience Proficiency with Microsoft Excel, PowerPoint, and Word Experience in BI tools such as Alteryx or Power Bi is a plus Working knowledge of regulatory reporting or financial reporting Basic knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.) Minimum 3 years of experience in Big 4 or large regional accounting firms (banking or capital market clients), financial accounting, product control or regulatory reporting area, experience in banking is required US CPA, CFA or equivalent license is a big plus Strong ability to handle multiple tasks. Education A bachelor's degree with an accounting major is preferred
    $55 hourly 1d ago
  • Customer Service Representative

    Connections Personnel

    Finance service representative job in White House Station, NJ

    Connections Personnel is hiring for a Direct Hire Customer Service Representative for a four-generation owned family business that has been a recognized leader and innovator in the garage door industry located in Whitehouse Station, NJ. Company is the world's oldest manufacturer of sectional garage doors that is still owned and operated by the founding family. Looking for a candidate that has 2+ years of customer service experience in a manufacturing environment. RESPONSIBILITIES: Answer incoming calls. Following up with clients via email and phone. Verifying orders. Process orders from distributors. Entering data to process orders. Must have Word and Excel. General office work and filing. Process purchase orders. REQUIREMENTS: At least 1 -2 years of customer service experience in a manufacturing environment. Microsoft Word, Excel and Outlook. Bilingual Spanish is a plus but not required. High School Diploma. Drug test and background check will be done prior to starting. SCHEDULE: M - F 8 am to 4:30 pm, 30 minute lunch Benefits: Medical, Dental, Vision & 401K + other perks. SALARY: $20.00/hr-$22.00/hr depending on experience. For immediate consideration please apply online at: https://connections.securedportals.com/apply/
    $20-22 hourly 1d ago
  • Legal Associate - Financial Services

    Daley and Associates, LLC 4.5company rating

    Finance service representative job in New York, NY

    Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in New York City, NY. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financial services industry. This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in New York City, NY. Responsibilities: • Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements. • Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals. • Collaborate with other members of the Legal team in connection with complex contracting and documentation matters. • Support resolution of complex documentation issues and assist in establishing controls and processes where required. • Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps. • Participate in the ongoing development and improvement of legal processes, design, and operational efficiency. • Provide additional legal and documentation support as needed. Qualifications: • Bachelor's degree in Legal Studies or a related field required. • 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred. • Must have experience within the financial services industry; asset management experience is highly preferred. • Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization. • Hands-on experience negotiating contracts, including NDAs and exposure to RFPs. • Strong interest in legal technology, process design, and operational improvement initiatives. • Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly. • Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting. • Ability to work independently while also contributing effectively within a team environment. • Language skills are a plus but not required. For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************. IND123
    $42-48 hourly 1d ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    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. 1d ago
  • Customer Service Representative (On-Site) - NJ

    FOCO 4.0company rating

    Finance service representative job in Piscataway, NJ

    This is an On-Site role in our Piscataway, NJ location. About Us: Team Beans/Forever Collectibles, LLC (FOCO) is a worldwide leading manufacturer of sports and entertainment merchandise, including products ranging from collectibles and novelty items to promotional memorabilia. With all the major sports licenses at our fingertips, along with a powerful infrastructure and broad variety of products, our company is reaching new heights every day. The success of FOCO's expansion is directly related to our ability to bring fresh designs and manufacturing techniques to categories in need of innovation. We are constantly searching for dedicated and driven professionals to join and help grow our team! Job Summary: We are seeking an passionate sports fan and motivated Onsite Customer Service Representative to join the FOCO team and provide an unforgettable experience for all our customers. In this role, you will provide outstanding support to fans around the world, ensuring their inquiries and issues are resolved promptly and effectively. Your ability to connect with customers and represent our brand values will play a crucial role in maintaining our reputation for excellence. Key Responsibilities: Customer Support: Assist customers with inquiries via chat, email, and phone, addressing questions about products, orders, and policies via Zendesk and ensure tickets are answered on-time and with excellent customer service. Problem Resolution: Handle customer complaints and issues with empathy, working to resolve them swiftly and efficiently to ensure customer satisfaction. Product Knowledge: Maintain a strong understanding of our product line to provide accurate information and recommendations to customers. Order Management: Process orders, returns, and exchanges in a timely manner, ensuring all transactions are accurately recorded and communicated to the customer. Feedback Collection: Gather customer feedback to help improve our services and product offerings and communicate insights to the management team. Team Collaboration: Work closely with other departments, such as sales and logistics, to ensure a seamless customer experience. Brand Representation: Uphold the company's values and mission in every customer interaction, promoting a positive and professional image of the brand. Qualifications: 2+ years of customer service experience Experience with Zendesk and Shopify is REQUIRED. High school diploma or equivalent Fluency in English Strong communication skills, both verbal and written. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Proficient in using customer service software and Microsoft Office Suite. Passion for sports and a good understanding of our product offerings is a plus. Must be able to pass a background check. Flexibility to work various shifts, including weekends and holidays. Show up for work! Come on time and be committed to be your best. What We Offer: Competitive salary and benefits package. Opportunity to work in a vibrant, sports-focused environment. Climate Controlled office setting. Career growth and development opportunities. Employee discounts on our products. A supportive team culture that values collaboration and innovation. Tryouts are open at FOCO! Our team is passionate, talented, unified, and charged with creating the fan experience of tomorrow. The ball is in your court now.
    $30k-38k yearly est. 1d ago
  • Customer Service Representative

    Insight Global

    Finance service representative job in New York, NY

    Title: Customer Service Representative Duration: 4 month contract The Customer Service Representative (CSR) will be responsible for contacting students who have been accepted into our charter school program and assisting them with the onboarding process for the new school year. This role requires excellent communication skills, attention to detail, and a commitment to providing exceptional service to our students and their families. Key Responsibilities: * Contact newly accepted students and their families to welcome them to the program. * Provide detailed information about the onboarding process, including required documentation, important dates, and next steps. * Answer any questions students and families may have about the program and the school. * Assist with the completion and submission of necessary forms and paperwork. * Coordinate with other departments to ensure a smooth onboarding experience. * Maintain accurate records of all communications and interactions with students and families. * Follow up with students and families to ensure all onboarding requirements are met. * Address any concerns or issues that arise during the onboarding process in a timely and professional manner. Required Skills & Experience * High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous experience in customer service, preferably in an educational setting. * Excellent verbal and written communication skills. * Strong organizational and time management skills. * Ability to work independently and as part of a team. * Proficiency in Microsoft Office Suite and other relevant software. * Bilingual skills are a plus.
    $30k-39k yearly est. 1d ago
  • Banking Center Relationship Banker 1

    Webster Financial Corporation 4.6company rating

    Finance service representative job in New York, NY

    1015 Route 112, Port Jefferson Station, New York, 11776, USA If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Banking Center Relationship Banker 1 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Additionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. What you will do Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available. Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships. Perform routine teller transactions like deposits, withdrawals, check cash, loan payments and other transactions. Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center's growth and profitability objectives. Expected to achieve/ exceed both individual and team goals in sales, service and operations. Maintains compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements. Skills and Abilities Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Banking Centers. Self-starter and highly motivated. Working knowledge of all products and services. Keeps current with all systems used for branch transaction processing. Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment. Education Qualifications * H.S. Diploma or General Education Degree (GED) required * Bachelor's Degree in Arts/Sciences (BA/BS) or Associate's Degree preferred Experience Qualifications * 3-4 years of customer service and needs-based banking sales experience preferred The estimated salary range for this position is $18.50 per hour USD to $23.00 per hour USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $18.5-23 hourly 1d ago
  • Customer Service Representative

    Robert Half 4.5company rating

    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. 4d ago
  • Relationship Banker - Manhattan East NY Area

    Bank of America Corporation 4.7company rating

    Finance service representative job in New York, NY

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $42k-54k yearly est. 6d ago
  • Route Service Representative

    Krispy Kreme 4.7company rating

    Finance service representative job in New York, NY

    Since its founding in 1937, Krispy Kreme's focus has remained the same - making fresh doughnuts using our founder's original recipe. The brand's iconic Hot Light lets consumers know when doughnuts are being made in the shop so they can stop in and enjoy them hot, right off the line. As a Route Sales Driver here at Krispy Kreme, you are responsible for the delivery of our iconic doughnuts from our shops to our A-Glazing customers. Our drivers are one of the most important parts of our organization! Route Sales Drivers should have a commitment to safety, teamwork, customer-focused behaviors, and a high energy level. A TASTE OF WHAT YOU WILL BE DOING: Safely operate a box truck within the designated local area to provide products and services to our customers and fresh shop locations. Load and unload products; merchandise products correctly and maintain a neat display. Follow the established route map to ensure the timely delivery of the product. Adhere to safety, food safety, and Good Manufacturing Practices regulations. Verify daily preventative maintenance of vehicle and maintain proper operator documentation while also maintaining cleanliness of truck. YOUR RECIPE FOR SUCCESS: At least 2 years of box truck or light freight driving experience. Must be 21 years of age or over. Valid driver's license. Ability to work all necessary work schedules, including holidays/weekends. Effective communication skills, both written and verbal Has a steadfast commitment to nurture an equitable, unbiased culture where our peeps are empowered to showcase their originality. MUST have a clean driving record (minimum of 3 years) Able to meet DOT Medical Examiner Card eligibility requirements. Travel Requirements: 0-10% Must be authorized to work in the US without sponsorship. PHYSICAL DEMANDS AND WORKING CONDITIONS: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Exerting up to 100 pounds of force occasionally, and/or up to 50 pounds of force frequently, and/or up to 20 pounds of force constantly to move objects. Exposure to internal and external environmental conditions Shop - fluctuating temperatures and noise levels Exposure to known allergens including but not limited to nuts. Adherence to dress code policy applicable to role Noise of a production and/or processing area The above statements are intended to describe the general nature of work performed by the employees assigned to this job and are not the official for the position. The official job description will be provided during the application/interview process. BENEFITS: Weekly Pay Career opportunities- we are growing! Comprehensive benefits (medical, vision, and dental insurance) Employee discount program 401K plan PTO Company events Education Reimbursement Adoption Assistance Life Insurance FSA/HSA Plans Pet Insurance Learn more at ****************** WHY KRISPY KREME? At Krispy Kreme, we focus on: Loving People: * Our global culture is best captured by our Leadership Mix, a dozen behaviors that define how we work with one another across the world and give back to our communities. Check out our leadership mix here. * Belonging happens once each Krispy Kremer knows their bold authentic self is welcomed, dignified, and loved, where their wonderfully original identities flourish and thrive. Loving Communities: At Krispy Kreme, sharing joy is at the center of everything we do, and we strive to inspire this in our communities. Our brand purpose truly shines through our Acts of Joy and community fundraising initiatives. In the U.S., we have been donating unsold doughnuts to local food banks, with a goal of bringing a smile to our consumers as they enjoy a small, sweet treat. We partner with Feeding America and Convoy of Hope, who in turn partner with organizations nationwide to distribute donations to people in need through diverse types of programs and services. In 2022, we helped community groups raise $40 million globally. Last year in the U.S., we supported more than 83,000 fundraising events, raising nearly $37 million. Loving Planet: * We have been conducting a multi-year global GHG emissions assessment to establish an emissions baseline, using this foundation to soon set goals for greenhouse gas emission reductions. * We are working on reducing food waste through donation efforts, animal feed, and composting programs. Krispy Kreme is an Equal Opportunity Employer: At Krispy Kreme, we believe that your originality sweetens our recipe. We value the diverse ingredients of the ethnicity, national origin, race, age, sex, gender, intersex, or veteran status of every individual. We strive for an inclusive culture that allows each of our peeps to bring their bold authentic self to work regardless of their religion, gender identity & expression, sexual orientation, or disability. About Krispy Kreme Headquartered in Charlotte, N.C., Krispy Kreme is one of the most beloved and well-known sweet treat brands in the world. Our iconic Original Glazed doughnut is universally recognized for its hot-off-the-line, melt-in-your-mouth experience. Krispy Kreme operates in more than 35 countries through its unique network of fresh doughnut shops, partnerships with leading retailers, and a rapidly growing Ecommerce and delivery business with more than 14,000 fresh points of access. Our purpose of touching and enhancing lives through the joy that is Krispy Kreme guides how we operate every day and is reflected in the love we have for our people, our communities and the planet. Connect with Krispy Kreme Doughnuts at ******************** or on one of its many social media channels, including **************************** and **************************** Route Service Representative wage is $22.00 per hour.
    $24k-32k yearly est. 4d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    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+ ago
  • Proprietary US Equities Trader/Active

    Hold Brothers 3.5company rating

    Finance service representative job in New York, NY

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

    SMB Capital 3.8company rating

    Finance service representative job in New York, NY

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

    Trexquant Investment 4.0company rating

    Finance service representative job in New York, NY

    Job Description 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. Requirements 5+ years of experience in researching and trading quantitative futures based strategies. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. Proven leadership experience in managing a team of quantitative researchers. Strong quantitative skills. Proficiency in Python. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Applications are open for both Stamford and New York City offices, the latter with a planned opening in October 2026. The base salary for this role is $130,000 to $200,000, and will be determined based on the candidate's educational background and professional experience. Base salary is one component of Trexquant's total compensation package, which may also include a discretionary, performance-based bonus. This position is classified as overtime-exempt. Trexquant is an Equal Opportunity Employer
    $130k-200k yearly 19d ago
  • Investment Banking (Multiple Positions Available)

    Jpmorgan Chase 4.8company rating

    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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $225,000.00 - $231,750.00 / year
    $225k-231.8k yearly 17d ago
  • Relationship Banker - Manhattan East NY Area

    Bank of America 4.7company rating

    Finance service representative job in New York, NY

    New York, New York;New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $42k-54k yearly est. 4d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Parsippany-Troy Hills, NJ?

The average finance service representative in Parsippany-Troy Hills, NJ earns between $18,000 and $60,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Parsippany-Troy Hills, NJ

$33,000
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