Customer Service Representative
Finance service representative job in Farmingdale, NY
Network Adjusters is seeking a friendly, organized, and proactive individual to join our customer service team in our New York office in Farmingdale. The ideal candidate has excellent communication and customer service skills. He/she has an excellent understanding of administrative and clerical procedures/systems and the ability to multitask in a paperless environment. Your primary role will be to enter claims, address inquiries, resolve issues, and ensure customer satisfaction through effective communication and problem-solving skills.
COMPANY DESCRIPTION:
Network Adjusters, Inc. has been serving the insurance industry for almost seven decades and provides third-party claims administration and independent adjusting services to its clients. We offer flexible, cost-effective products tailored to the specific needs of our clients. Our services focus on achieving early claims resolution while maximizing savings on expenses and loss pay out. The company is located in Farmingdale, NY.
RESPONIBILITIES:
Communicate with clients, insureds, claimants and providers via phone and email
Provide knowledgeable answers to questions about claims status and processes
Work with internal departments to meet clients needs
Data entry in various platforms, including claims intake, claims processing, preparing files for audits
Provide claims and administrative support to Adjusters including but not limited to letters, forms, closings, filing of ISO, CIB and NICB
Perform DMV, Locate, Asset and Police Report searches
Faxing and copying, as needed
QUALIFICATIONS:
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Working knowledge of Microsoft Office Suite and other office equipment
Associate's degree or equivalent experience preferred
Ability to learn new systems and adapt
Clerical skills including data entry, record keeping, and confidentiality
Highly organized, detail-oriented, able to multitask effectively, and work independently
Experience working in an insurance or related business would be beneficial but is not required.
PHYSICAL REQUIREMENTS/ADA:
This position requires the ability to work in an office environment, including using a computer, attending meetings, working as part of a team, and the ability to communicate with team members and others. Regular attendance also is a requirement of the position as this role requires in-office presence. (This role is located in Farmingdale, NY)
BENEFITS:
• Training/Development and Growth opportunities
• 401(k) with company match
• Comprehensive health plans
• Strong work/family and employee assistance programs
• Flexible work hours
• Comprehensive health plans including dental and vision coverage
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off / company holidays
• Referral program
Starting pay for this position: $25.00 per hour
Customer Service Representative
Finance service representative job in Jericho, NY
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
Part-Time Customer Service Representative
Finance service representative job in Milford, CT
We're hiring a Customer Service Representative on a part-time basis for a growing client in Milford. This role is ideal for someone who thrives in a fast-paced, customer-driven environment and enjoys being a key player in ensuring smooth order processing and client satisfaction.
Key Responsibilities:
Serve as the primary point of contact for customers via phone, email, and online portals
Accurately enter and manage orders in the ERP system, including sending order confirmations
Provide timely updates on order status, shipping details, and general inquiries
Onboard new customers by creating accounts and collecting necessary documentation
Generate and send sales invoices upon order shipment
Assist the sales team with preparing quotes for spare parts and product configurations
Maintain detailed and accurate records of customer communications and transactions
Support general administrative tasks and other duties as assigned
Qualifications:
Previous experience in customer service or inside sales (B2B/manufacturing industry experience is a plus)
High school diploma required; some college coursework preferred
Strong communication skills-both written and verbal
Highly organized with strong attention to detail
Able to multitask and adapt in a dynamic, start-up style environment
Proficient in Microsoft Office (Word, Excel, Outlook)
Experience with ERP or CRM software
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
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
Sales Representative | Painting & Coatings Division
Finance service representative job in Pelham, NY
Are you a B2B sales professional who values integrity and results? Do you sell maintenance contracts or commercial services and want to align with a brand that stands behind its work? Or are you a painting contractor or estimator who loves selling but wants to focus on clients, not running a business?
A.G. Williams Painting Company is a trusted residential and commercial painting leader, serving the New York-Connecticut region. Our commercial division focuses on direct-to-owner repaint projects with clients who expect quality, consistency, and professionalism.
If you have experience as a Residential Home Services Estimator, please apply.
We serve:
Corporate, multi-family, and institutional facilities.
Healthcare, hospitality, and industrial sites.
Religious, municipal, and community organizations.
For over a century, we've built our reputation on craftsmanship, integrity, and trust.
We're growing and seeking experienced closers who take pride in winning the right way: through professionalism, quality, and honest selling.
Role Description:
This is a full-time Sales Representative position in the Painting and Coatings Division at A.G. Williams Painting Company. While our office is based in Pelham, NY, your book of business may extend throughout the greater New York-Connecticut region.
This role requires flexibility and frequent travel to meet clients and manage opportunities wherever they arise. The Sales Representative plays a key role in driving business growth through prospecting, relationship-building, and professional project guidance from initial inquiry to completion.
You'll represent a century-old, family-owned leader in residential and commercial painting, a company known for craftsmanship, professionalism, and integrity.
Must-Have Qualifications:
Must have a valid driver's license.
Must have a reliable personal vehicle.
Willingness to travel regularly between job sites, client appointments, and prospect
meetings.
Must be familiar with the local market and comfortable developing business across the broader NY-CT region.
Direct experience in sales with an existing portfolio of clients or strong professional relationships.
Sales Process and Skillset:
Follows a structured sales process from first contact to close.
Prospecting and lead generation machine consistently nurtures new opportunities.
A master at business development and relationship building.
Effectively qualifies leads to focus on high-value prospects.
Sells with passion, professionalism, and proven sales skills.
Makes impactful in-person and virtual presentations.
Relentless in your sales process and laser-focused on closing.
Knows how to close sales on the spot with tact and style.
Work Ethic, Organization and Accountability:
Time management is central to your core: you manage your time, energy, and priorities with intention.
Technologically savvy and comfortable using CRM and digital tools to stay organized.
Multi-tasking is natural to you: you handle multiple clients and priorities seamlessly.
Follow-up and honoring commitments is your mission statement.
Team and Customer Collaboration:
Communicates clearly, respects the customer's time, and delivers exactly what was promised.
Collaborates effectively with teammates to ensure client satisfaction and smooth project execution.
Key Responsibilities Include:
Live our core values every single day: period.
Accurately measure and estimate project areas to be painted.
Use estimating software to prepare proposals in real time.
Follow a proven sales process: no exceptions.
Ask smart questions, anticipate objections, handle stalls, and close confidently.
Invest time in sourcing, qualifying, estimating, and closing leads.
Actively participate in weekly team sales meetings: share lessons learned and learn from other sales professionals.
Ensure a rock solid hand-off to your operations team by providing all relevant job details on a silver platter.
Greatness Looks Like:
An existing customer base you've built and maintained over 3+ years.
Self-generating leads through a consistent prospecting and business development strategy.
Beating the average ramp-up time: training is provided on estimating techniques, industry terms, production rates, and the A.G. Williams sales system.
Winning more than 50% of estimates by combining precision, professionalism, and follow-through.
Sending estimates to prospects quickly and accurately, maintaining momentum from first contact to close.
Exceeding profitability goals through disciplined sales practices and strong client relationships.
Compensation
This position offers a base salary plus an uncapped commission structure. Top performers consistently earn $150,000+ annually, with no limit on growth potential.
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.
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 ApplyFixed Income Execution Trader (USA)
Finance service representative job in Stamford, CT
Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies.
Responsibilities
* Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives
* Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions
* Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access
* Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes
* Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements
* Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies
* Coordinate with operations on settlements and corporate actions
* Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards
* Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development
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.
Customer Service Representative
Finance service representative job in Islandia, NY
About Your Future with Distribution International
Are you looking for a career with an industry leader that drives the future of energy-efficient insulation and building material products? Is being part of a company that is recognized as a
“Great Place to Work”
of value to you? Look no further! At Distribution International, you will be part of a diverse and inclusive team that reflects our values of integrity and innovation by delivering solutions that make a difference in the communities we serve. Here, you are part of a company that rewards your contributions and encourages you to take ownership of your career.
Job Description
Your Responsibilities
In this role, you will serve as the key customer contact for our branch, providing order support and product information for our customers. If you are a resourceful team player, with a positive, professional attitude, then we want you to join our team working closely with Outside Sales Reps, Production Personnel, Insides Sales, Credit and Delivery to support the order fulfillment process.
Ability to maintain a positive rapport with customers, providing world class service.
Exemplary customer service skills, analytics and problem- solving skills.
Proficient computer skills to process and review dealer orders, requests and system generated acknowledgements.
Any other duty, task, or responsibilities as assigned.
Your Qualifications
Minimum of 18 years of age.
If operating a Company Vehicle, a valid driver's license will be required.
1- 2 years of experience in a customer service role.
Ability to perform basic math calculations.
Personable, enthusiastic and engaging personality.
Excellent communication skills, both verbal and written.
Travel Requirements
Type of Travel Required: Local
Amount of Travel Required:
Physical Requirements
Able to lift 50 lbs. unassisted to load and unload various products. Climb, stoop, kneel, crawl, and stand to perform daily work and ladder climbing, as needed.
Your Benefits
We care about the health and safety of all employees and provide a range of benefits to assist in prioritizing your wellbeing. Listed below are a few of our available benefits:
Competitive Compensation
Medical, Dental and Vision
Strive Wellness Program
401(k) Matching
Paid Holiday and Paid Time Off (PTO) for all positions
AssuredExcellence : minimal to no cost medical care and prescription drugs
Flexible Spending Accounts (FSA): Healthcare and Dependent care
Health Spending Account (HSA): with employer contribution
Life & Disability Insurance
Employee Assistance Program (EAP): in-person counseling, assistance and resources for family matters, legal and financial issues, etc.
Employee Referral Bonus
Paid Military Leave
Tuition Reimbursement
Length of Service Award
Compensation Range
$20.00 - $40.00
The actual base salary a successful candidate will be offered within this range will vary based on factors relevant to the position.
TopBuild Corp. (NYSE: BLD) is the leading installer and distributor of insulation and building material services nationwide. Distribution International is part of the TopBuild family of companies, which comprises of approximately over 450 branch locations across the United States and Canada. As a company, we actively engage in corporate social responsibility through our commitment to Environmental, Social, and Governance (ESG) practices. Additionally, we prioritize diversity and inclusion in our organization. If this interests you, we encourage you to join our company and find a variety of career opportunities awaiting you!
TopBuild Corp. is an equal opportunity employer (EOE), this includes protected Veterans/Disability. The employee must be able to perform the essential functions of the position. Upon request and absent undue hardship, reasonable accommodation will be offered to enable employees with disabilities to perform the essential functions of the job.
Auto-ApplyHF 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)
Financial 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.
Financial 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.
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-ApplyAuto Customer Service Reps
Finance service representative job in New Rochelle, NY
149 E Main St., New Rochelle, New York 10801
USED CAR PORTER / VALET$16.50 - $19+ an Hour with Paid Training & Great Benefits! Full-time Position
Valid Drivers License & Clean Driving Record are Required
Mazda of New Rochelle is HIRING NOW for friendly, energetic Used Car Porters / Valets to greet customers, park, move, and retrieve vehicles, keep our parking lots organized, and more! This is an outstanding, entry-level opportunity to start a rewarding career at a great place to work. Come join our team and help us keep our great customer service reputation!
Mazda of New Rochelle is a proud member of the family-owned Don Lia Auto Group! We value our employees and invest in their success! Apply online today!
We offer:
$16.50 - $19+ per hour based on experience
Full-time Position
Medical, Dental & Vision Insurance
401(k) Retirement Plan
Paid Vacation & Sick Time
Employee Discounts on Products & Services & Vehicle Purchase Plans
Long-term Job Security & Advancement Opportunities!
Responsibilities Used Car Porter / Valet:
Greet and welcome customers in a friendly manner
Drive courtesy shuttle for our customers as needed
Manage the flow of traffic for all dealership department lots
Maintain the parking lot in a neat and organized manner
Retrieve customer vehicles from the lot
Other duties may be assigned
Qualifications Used Car Porter / Valet:
A valid driver's license and clean driving record
Friendly and courteous with excellent customer service skills
A positive attitude, good work ethic, and well-groomed appearance
Energetic and thrives in a fast-paced team environment
Good work ethic
Please upload your resume. Completing the online assessment will grant you priority consideration!
Applicants must pass pre-employment screening
We are a Drug-Free Workplace
We are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
RequiredPreferredJob Industries
Customer Service
Part Time Associate Banker Long Island North (30 Hours)
Finance service representative job in Huntington, NY
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyPhysical 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
Customer 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
· 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.
Spot Trader, Digital Assets
Finance service representative job in Stamford, CT
Grayscale is the largest digital asset-focused investment platform in the world by AUM and offers the broadest selection of digital asset investment products in the U.S. based on number of products. Our platform spans the full spectrum of institutional-grade solutions-from single-asset exposures to diversified and thematic strategies-with a goal of providing every investor with access to the hyper-expanding digital asset universe. Our firm offers a rare combination of decades of traditional finance work experience and digital asset leadership that brings an institutional mindset to the maturing digital asset industry. This convergence of capabilities positions us to deliver investment solutions and client experiences that are both institutionally robust and technologically advanced, which we believe offers a competitive edge that is difficult to replicate.
We're proud of our deep crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation.
Position Summary:
Grayscale is seeking a Spot Trader, Digital Assets to join a growing investment team. This role will be responsible for supporting the trading desk across a broad range of instruments and investment vehicles, mainly spot crypto, but will also have exposure to derivatives. Successful candidates will have experience in trading operations and/or as a trading assistant with a strong risk management mindset.
Responsibilities:
* Execute cryptocurrency trades accurately and consistently from inception through settlement to support the operations of Grayscale's Products.
* Monitor digital asset price risk and monetize Grayscale's fees and related strategies using spot sales, forwards, and options.
* Manage trading systems, oversee execution flows, and engage with trading partners and counterparties.
* Inform risk and treasury management decisions through clear, timely communication with team members.
* Enhance trading infrastructure by collaborating with portfolio management, operations, and engineering teams, with emphasis on automation and efficiency.
* Conduct pre- and post-trade analysis to refine strategies and improve execution performance.
* Stay current on cryptocurrency market developments to contribute to the evolution of the trading function.
Prior Experience/Requirements:
* 5+ years of experience trading or settling spot trades at leading financial institutions, including exchanges, order-routing systems, and OTC desks.
* Proven experience trading cryptocurrency and/or managing corporate or treasury risk exposure (strongly preferred).
* Bachelor's or Master's degree from a top-tier university.
* Proficiency in Excel, Bloomberg, and analytical tools; working knowledge of Python/SQL a plus.
* Familiarity with ISDA agreements.
* Strong verbal and written communication skills with ability to simplify complex issues.
* Exceptional quantitative, analytical, and problem-solving skills with keen attention to detail.
* Demonstrated ability to manage trading strategy, risk, and external relationships.
* Capacity to prioritize and execute in a fast-paced environment.
* High professional discretion, integrity, and judgment.
* Entrepreneurial mindset and collaborative team orientation.
* FINRA Series 7 license.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyExperienced 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-Apply