Customer Service Representative
Finance service representative job in Springfield, NJ
Inside Sales Specialist / Customer Service Representative
Type: Temp to Permanent
Hourly Pay: $23.00 - $26.00 per hour
LHH is working with a rapidly growing organization in their search for a motivated and customer-focused Inside Sales Specialist / Customer Service Representative to join our client's Springfield, NJ corporate office. This is an excellent opportunity to be part of a dedicated team within a leading company in the building industry.
About the Role
In this position, you will play a key role in delivering exceptional customer service and sales support to our external customers. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment where accuracy and professionalism are essential.
Key Responsibilities
Provide outstanding customer service in a high-volume call environment
Generate accurate price quotes for customers
Follow up on customer quotes and identify cross-selling opportunities
Collaborate with the sales department to support territory development
Ensure accuracy and efficiency in all customer interactions and transactions
Qualifications
Previous Customer Service or Call Center experience is required
Strong communication skills and a professional, pleasant phone manner
Proficiency in Microsoft Word, Excel, and Outlook
Excellent multitasking and organizational abilities
Ability to work effectively both independently and as part of a team
Accurate mathematical skills and attention to detail
Experience in construction industry is a strong plus*
For immediate consideration: Please email resume to *************************
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Mail Service Associate
Finance service representative job in Morris Plains, NJ
Immediate need for a talented Mail Service Associate . This is a 03 months contract opportunity with possible extension and is located in Morris Plains, NJ (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-93508
Pay Range: $20 - $23/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Resource typical working day:
Receiving and sorting incoming mail and packages
Delivering mail and packages to appropriate recipients
Interacting with clients in a professional manner
Providing general support to the facilities team
Key Requirements and Technology Experience:
Key Skills; ["Mailroom ", "Package Handling", "Facilities Support"]
Communication and collaboration Skills
At least 2 years of experience
Education: HS and GED
Basic computer functions
Microsoft office suite
Interview Process: 1 virtual and 1 onsite interview
Our client is a leading commercial real estate services and investments Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to 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.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Finance Specialist
Finance service representative job in New York, NY
ProCure On-Demand is a Public Benefit Corporation that is reimagining the organ recovery process to save and improve lives. Our team is a group of talented professionals, diverse in our skills and experiences, but like-minded in our devotion to put in the hard work to make big changes happen. Are you interested in working with a dynamic team to create transformational change? If so, please get in touch with us.
About this role
The Finance Specialist is a key member of ProCure On-Demand's finance team working closely with senior management, supporting accounts receivable and payable by managing customer payments, vendor invoicing, and timely reimbursements. This role includes preparing financial reports, supporting quarterly forecasting and annual budget processes, verifying vendor compliance, handling journal entries and reconciliations, and supporting monthly, quarterly, and annual financial statements. With a strong focus on accuracy and organization, the Finance Specialist provides financial insights for senior leadership decisions. We seek a detail-oriented professional who is adaptable to a fast-paced environment and eager to support ProCure On-Demand's growth.
Essential Responsibilities:
Accounts Receivable and Accounts Payable
Assist with Accounts Receivable collection, monitor customer payments, apply cash receipts, and track outstanding balances
Prepare financial reports to support accounts receivable management.
Code, enter, and process vendor invoices efficiently
Manage supplier payments and maintain Accounts Payable aging reports to ensure timely processing
Respond to Accounts Payable inquiries and support Accounts Payable processing
Review employee credit card transactions and expense reimbursements
General Ledger and Financial Reporting
Execute general ledger activities, including journal entries, accruals, and maintaining accounting schedules
Reconcile monthly credit card and bank accounts, identifying and resolving any discrepancies
Perform variance analysis to confirm month-end balances and address potential issues
Assist in preparing monthly, quarterly, and annual financial statements
Deliver financial analysis to support informed management decisions
Contribute to the preparation and analysis of the annual budget and ongoing forecasts
Complete ad hoc tasks and perform analyses as needed
Qualifications
Bachelor's degree in finance, accounting, or a related field
0-2 years of relevant experience
Knowledge of financial analyses and accounting principles and financial analysis
Essential Skills
Intermediate knowledge of Microsoft Excel
Detail-oriented with a commitment to financial accuracy
Ability to work independently in a fast-paced, changing environment
Strong organizational and time-management abilities
Excellent communication, interpersonal, and problem-solving skills
Ability to collaborate effectively with cross-functional teams
Apply here: https://form.jotform.com/**********09160
Seasonal Customer Service Representative
Finance service representative job in New York, NY
A New York landmark since 1901, Bergdorf Goodman represents the global pinnacle of style, service and modern luxury. With its rich history of showcasing leading and emerging designers, the iconic store at 5th Avenue and 58th Street-the crossroads of fashion-is a singular destination for discerning customers around the world. BG.com expands on Bergdorf Goodman's heritage, showcasing coveted collections for men and women in an unparalleled online shopping experience. Bergdorf Goodman is part of Neiman Marcus Group.
Your Role
This position is responsible for handling the daily use of the Credit Systems, knowledge of Audit Works and cash office, assisting customers and associates about questions on their accounts.
What you Bring
Customer Focus
Functional/Technical Skills
Personal Learning
Technical Learning
Conflict Management
Must have great customer service skills, experience in handling money, positive attitude, and must like detailed work.
To perform this job successfully, an individual must be able to perform each job duty satisfactorily.
The requirements listed above are representative of the knowledge, skills and/or ability required.
Customer Service Representative
Finance service representative job in Newark, NJ
Customer Service Representative I
Responsibilities:
Responds to telephone inquiries using standard scripts and procedures.
Defines or resolves inquiries received either through written or telephone correspondence.
Gathers information, researches/resolves inquiries and logs customer calls.
Communicates appropriate options for resolution in a timely manner.
Performs customer needs analysis and informs customers of services and resources available to them.
Maintains adherence (attendance, punctuality, use of AUX time).
All other duties as assigned
Must have experience working in a call center.
Education/Skills/Experience Requirements:
High School diploma or GED.
Excellent communication skills.
Candidates must go through the interview process with the client.
Customer Service Representative I *Bilingual
Responsibilities:
Responds to telephone inquiries using standard scripts and procedures.
Defines or resolves inquiries received either through written or telephone correspondence.
Gathers information, researches/resolves inquiries and logs customer calls.
Communicates appropriate options for resolution in a timely manner.
Performs customer needs analysis and informs customers of services and resources available to them.
Maintains adherence (attendance, punctuality, use of AUX time).
All other duties as assigned
Must have experience working in a call center.
Education/Skills/Experience Requirements:
High School diploma or GED.
Excellent communication skills.
Language: Spanish
Training Schedule: Monday through Friday 9 am to 5 pm for 2 weeks
After Training Schedule: Must be able to work between the hours of Monday through Friday 7 am to 5:30 pm and Saturday, Sunday, and holiday from 8:30 am to 5:00 pm (40-hour work week); fluctuating schedule.
Work Schedule: Will be discussed during interview
Customer Service Representative
Finance service representative job in New York, NY
Our client is seeking a Patient Retention Coordinator to add to their growing team! The Patient Revenue Coordinator will be responsible for handling escalated customer issues, resolving discrepancies, answering questions, and working with insurance.
The ideal Patient Retention Coordinator will have 2+ years of experience in a Home Healthcare environment.
This role is in person - 5 days on site - in Brooklyn, New York.
Customer Service Representative
Finance service representative job in Woodbridge, NJ
Are you ready to embark on a rewarding career journey? At Plymouth Rock, we pride ourselves on fostering a dynamic and supportive service center environment where professionalism and teamwork are highly valued. If you're the kind of person who enjoys solving problems and helping others when they need it, this could be a great opportunity to start your career at Plymouth Rock!
We're currently seeking passionate individuals to join our team as Customer Service Representatives, where you'll play a pivotal role in providing exceptional service to our valued customers, agents, and partners. As a Customer Service Representative, you'll be at the forefront of our customer interactions, handling inbound calls with efficiency and professionalism.
RESPONSIBILITIES
• Answer inquiries via phone, email and texting regarding policies, coverages, and premiums with confidence and accuracy.
• Ensure first call resolution, making the customer experience as seamless as possible.
• Develop and maintain comprehensive product knowledge across all three lines of insurance (Auto, Homeowner, and Umbrella).
• Cultivate strong relationships with our agents and partners, contributing to our collaborative work environment.
• Utilize your analytical and decision-making skills to address policy changes and corrections effectively.
• Exceed customer and agent expectations by delivering top-notch service through positive interactions and extensive product expertise.
• The ability to work a flexible schedule is a critical aspect of this position. Hours for this position are shifts between: 8:00am-7:00pm Monday - Friday and 10:00am-3:00pm every third Saturday.
QUALIFICATIONS
• Strong interpersonal, communication, and organizational skills.
• Analytical mindset with good decision-making abilities.
• Proficiency in computer skills and data entry.
• High motivation to take ownership and follow up on tasks.
• Flexibility to adapt to a fast-paced, changing environment.
• Ability to work weekdays and rotational Saturdays.
• High school diploma required, college degree is a plus!
• Spanish language proficiency is a plus!
SALARY RANGE
The pay range for this position is $45,000 to $49,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity.
PERKS & BENEFITS
• 4 weeks accrued paid time off + 9 paid national holidays per year
• Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
• Annual 401(k) Employer Contribution
• Free onsite gym at our Woodbridge Location
• Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
• Robust health and wellness program and fitness reimbursements
• Various Paid Family leave options including Paid Parental Leave
• Tuition Reimbursement
ABOUT THE COMPANY
The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.
#LI-DNI
Finance AI Specialist
Finance service representative job in Perth Amboy, NJ
Mercor is partnering with a leading AI research group to develop finance-specific knowledge systems for advanced AI agents. We are seeking finance experts with strong AI prompting capabilities to create structured guides that transform general-purpose AI into domain-specialized financial tools. This is a project-based opportunity ideal for professionals with both deep finance expertise and practical experience using AI for workflow enhancement. If you are not skilled at working with AI models, this project will not be a good fit. We are only looking for experts from the US, Canada, England, Australia, and New Zealand. **2\. Key Responsibilities** - Translate complex finance concepts into AI-readable formats - Prompt, test, and refine AI agents for improved domain-specific performance - Create reusable instructions, templates, and best practices for AI agents - Potential to collaborate asynchronously with AI researchers on validation and design **3\. Ideal Qualifications** - 2+ years of experience in finance, investment banking, private equity, or hedge fund experience preferred - Strong practical understanding of financial modeling, transactions, or research workflows - Demonstrated expertise using and prompting AI tools (e.g., GPT, Claude, etc.) - Ability to write clear, structured content for both human and AI consumption - Self-directed, highly organized, and able to work independently **4\. More About the Opportunity** - Remote and asynchronous - set your own hours - Expected time commitment: minimum 10 hours/week - Project-based engagement over the next couple weeks, with significant opportunity for expansion or movement to other projects with high performance if requested - Opportunity to shape how AI systems learn and reason in the finance domain **5\. Compensation & Contract Terms** - $100-150/hour (most experts will start at the lower range, but will quickly have the opportunity to make up to $150/hr with high performance) - Independent contractor classification - Weekly payments via Stripe Connect **6\. Application Process** - We're looking to get started as soon as possible so we'll be following up with the top applicants as quickly as we can! **7\. About Mercor** - Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations - Our investors include Benchmark, General Catalyst, Adam D'Angelo, Larry Summers, and Jack Dorsey - Thousands of professionals across domains like law, creatives, engineering, and research have joined Mercor to work on frontier projects shaping the next era of AI
Customer Service Representative
Finance service representative job in Jersey City, NJ
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for assisting customers with all issues with their online sports betting and iCasino accounts:
Applicants must be available to work any 8 hour shift between the hours of 10am -12am any day of the week. Agents are required to work in office 3 days per week.
Responsibilities
Communicate with customers via phone, email and live chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Sports interest and knowledge
Customer Service Representative- ERISA Fidelity Department
Finance service representative job in Woodcliff Lake, NJ
Who are we?
Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience-plus technology-to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth-and invite a diversity of motivated achievers to come, learn, work, create, grow-and succeed-with Colonial.
Position Overview
We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must-as well as a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities
Customer Service & Sales Support:
Engage with clients via phone and email, providing top-notch service and assistance.
Educate potential customers on ERISA Fidelity products and services, helping them navigate their options.
Proactively follow up on leads and in-progress applications to drive sales conversions.
Maintain accurate customer records and interactions in the CRM system.
Collaborate with internal teams to streamline processes and improve customer experience.
Administrative Responsibilities:
Process and track applications, renewals, and policy updates.
Ensure accurate data entry and maintain organized client records.
Assist in preparing reports, documentation, and client communications.
Support the team with invoicing, follow-ups, and other administrative tasks.
Qualifications & Skills
Experience:
1-3 years in customer service, sales support, or administrative roles.
Prior experience working in a CRM system is highly preferred.
Skills & Competencies:
Strong verbal and written communication skills - comfortable with a high-volume phone role.
Driven, self-motivated, and eager to grow in a sales-oriented environment.
Detail-oriented with strong organizational and problem-solving skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Ability to multi-task, prioritize, and meet deadlines efficiently.
Education & Certifications:
BA Degree in Business in related field.
Why Join Us?
📞 Heavy phone presence & sales growth opportunities
💼 $45,000 base salary
🏆 Career advancement in a fast-growing company
📈 Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch
🌟 Supportive team environment & professional development
If you're hungry for success, love being on the phone, and want to grow in sales, we'd love to hear from you!
Commercial Lines Customer Service Representative
Finance service representative job in Nutley, NJ
About Us
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we've been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Commercial Lines Customer Service Representative
Responsibilities:
Policy Servicing: Assist the Account Managers with processing Change Requests, Audits, Certificates, and more.
Agency Management System Operation: Work daily in AMS to access policy details and update the accounts for accuracy.
Task Management: Track, follow up and close out service tasks.
Team Collaboration: Partner with Account Managers and/or Account Executives to assist and maintain the retention lists every month, 90 days in advance.
Customer Servicing: Assist the Account Managers with incoming calls when needed.
Qualifications:
Valid New Jersey Property and Casualty License required
Minimum of 2 years of commercial lines insurance experience
Knowledge of insurance products
Proficiency with AMS360 and ImageRight preferred; experience with other agency management systems will be considered
Effective verbal and written communication skills
Excellent organizational skills
Strong multitasking skills, attention to detail, and follow-through discipline
Hours: Monday-Friday, 9:00am-5:00pm
Office Location: 492 Franklin Avenue, Nutley, NJ 07110
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Customer Service Representative
Finance service representative job in Edison, NJ
Edison, NJ 08817
Role Type: Onsite Role
Note: MUST be legally authorized to work in the United States.
JOB RESPONSIBILITIES:
Core Responsibilities:
Ensures all orders received, through EDI, emails and phone are processed in a timely and accurate manner. Ensure any changes or revisions to orders are properly documented and communicated. Provide necessary documents to operations/warehouse department
Responsible for establishing and maintaining effective communication with all customers regarding price discrepancies, out of stocks and potential shipping delays
Ensure all customer related documentation is complete and filed
Processes RMAs and credits. When necessary, forward credits to customers and corporate finance
Oversee/manage Papervision
Attend and participate meetings as required
Additional Responsibilities:
Answer incoming calls
Oversee the resolution of all customer complaints. Ensure communications are comprehensive and thorough. Report all complaints to supervisor when applicable
Provide customers missing or misplaced documents including but not limited to invoices and BOLs
Provide effective support to sales team
Greets and screens visitors and telephone call and notifies staff members or records and relays messages
Monitors admittance to facility assuring admittance is authorize employees and vendors only
Complete miscellaneous customer care functions and special projects as assigned
Complete reports and maintain documentation as required
Performs other duties as assigned
JOB REQUIREMENTS:
Education/Certifications:
High School diploma or GED equivalent
Experience:
One to two years related experience and/or training; or equivalent combination of education and experience
System Implementation preferred
Knowledge/Skills/Abilities:
Knowledge of Microsoft Excel; IDS systems; Power Sell software; EDI software and Microsoft Outlook
Oral and written communication skills
Time management
10 key skills
Language Ability:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively before groups of customers or employees of organization
Math Ability:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Good judgment is required for this position as there may be times when direct supervision may not be immediately available
WORK ENVIRONMENT:
Onsite Role: This position requires the associate to perform all duties at one of our UNFI locations, such as a distribution center or office
Travel (Minor): This position may require the associate to travel to company offices, distribution centers, or other locations for specific meetings or other business reasons
PHYSICAL ENVIRONMENT/DEMANDS:
Office Roles:
Most work is performed in a temperature-controlled office environment
Incumbent may sit for long periods of time at a desk or computer terminal
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
Incumbent may use calculators, keyboards, telephones, and other office equipment in the course of a normal workday
Stooping, bending, twisting, and reaching may be required in the completion of job duties
Warehouse Roles:
Ability to lift up to 75 pounds and to stand, walk, bend, stoop, twist, and turn frequently
Exposed to temperatures ranging from -20 degrees below zero to 35 degrees Fahrenheit in Perishable Operation and 37 degrees to 90 degrees Fahrenheit in Grocery Operation
Ability to do repetitious arm, wrist, and hand movements required for maintenance and service procedures
Must be able to work with hands and arms overhead, and to work in or under the equipment
Requires manual dexterity, overall coordination, and good balance to work both at ground level and in high places to perform job duties. Ability to operate work-related equipment
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus
Woodstock Farms: Ability to work in an environment containing tree nuts, peanuts, soy, wheat, sesame, milk and different spices like pepper, chili, etc.
ADDITIONAL INFORMATION:
Interview Process:
The selection process will likely consist of two rounds. The first round will be conducted virtually via Microsoft Teams, followed by a second round which will be an onsite interview
Temporary to Permanent Opportunity:
Conversion from a temporary to a permanent position will be based on business needs, attendance, and overall performance. Candidates demonstrating strong performance and reliability may be considered for permanent employment
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req UNFI-JB-687
Bank Reconciliation Specialist
Finance service representative job in New York, NY
Founded in 1935, Rainbow USA Inc. is a women's and children's specialty retailer based in Brooklyn, N.Y. with over 1,100 locations throughout the U.S. and Caribbean. Our stores specialize in trendy, value-priced juniors, plus-size, and children's apparel, footwear, and accessories. Our brands include Rainbow, Rainbow Plus, Rainbow Kids, 5.7.9., Marianne, Dots, Joyce Leslie, Kids Spot.
We are currently seeking Bank Reconciliation Specialist to join our Finance/Accounting Department. This is a great opportunity to join a growing company that offers competitive pay, a team-oriented atmosphere and excellent benefits.
Job Summary:
Perform analysis and reconciliations of banking reports and accounts, and handle other account analysis, as needed
General Duties/Responsibilities:
Daily analyze and matching of banking transaction using Cadency Software (for deposit transactions) for 400-500 stores
Monthly reconciliation of various Bank Accounts using Cadency Software
Preparation of General ledger entries related to bank reconciliations
New store sales reports
Reconciliation of ACH/Wire Payments in Chase banking system
Analysis of various GL account
Reconciliation of credit card accounts
Handling any issues related to bank accounts
Performs other related duties as assigned
Opening & Closing of individual bank accounts
Required Skills/Abilities:
Good verbal and written communication skills.
Proficient in Microsoft Office or related software as well as accounting software (T-Recs/IDM)
Understanding of accounting procedures
Excellent analytical and organizational skills, with close attention to detail
Ability to manage confidential information
Trintech , T-recs, Chesapeake or Bank Reconciliation software
Education and Experience:
Degree in Accounting or Business related area required
At least two years of experience in finance/ accounting role required
Retail experience a plus
Knowledge of bank reconciliations
Proficient in Microsoft Excel/Word
Benefits:
Annual compensation review program
Paid vacation and sick leave
Paid holidays
401k retirement savings plan (with generous company match)
Medical, dental, vision, life &disability and other insurance benefits...even pet care!
Health Savings and Transit Accounts
Merchandise discounts
Health and financial wellness programs
Holiday, birthday, and length of service recognition
Onsite fitness center and employee cafeteria
Free/ secured parking
Our company is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Medicare Sales Representative
Finance service representative job in New York, NY
Job Title : Outreach Specialist/Medicare Sales Representative
Duration : 3+ months contract (Possible Extensions)
Education : High School Diploma/ GED
Shift Details : M 8 am to 5 pm
Job Description:
The Medicare Sales Representative provides greater access to health insurance, by providing education and assistance to Medicare individuals.
Explain plan benefits, coverage, and exclusions while ensuring compliance with marketing and regulatory guidelines.
Conduct home visits, and personalized appointments as needed to complete the enrollment process.
Must possess a valid NYS Life, Accident and Health License at the time of employment.
In-Home HVAC Sales Rep
Finance service representative job in Clifton, NJ
Pay: Pay: $100k - $200k+ annually based on performance* (average compensation range of top performers) Full-time,year-round work
About AJ Perri: AJ Perri, part of the ARS family of brands, is a trusted leader in residential HVAC and plumbing services. We serve customers in the state of New Jersey with reliable, professional service. With over 50 years of local experience, we're known for quality workmanship, prompt service, and customer satisfaction, backed by ARS's national network.
What We Offer:
Warm leads - no cold-calling, no canvassing
Uncapped commission structure
Weekly settlements (draw or commission after training)
Take-home vehicle, gas card, phone, and laptop provided
Insurance available after 31 days
Low-cost medical (as low as $5/week)
Dental, vision, HSA/FSA
401(k) with company match
15 days PTO + 8 paid holidays
Company-paid life insurance
Ongoing training and leadership development
Responsibilities:
Meet with residential homeowners to assess their comfort needs and present tailored HVAC system solutions. You'll represent ARS in a consultative sales role with strong install support, fast turnaround, and industry-leading warranties. All leads are company-generated and pre-set.
Qualifications:
What You Need:
Prior residential in-home sales experience
One-call-close experience strongly preferred
HVAC knowledge preferred (required in some locations)
Valid driver's license with clean driving record
Ability to enter attics, crawlspaces, and work evenings/weekends as needed
Excellent communication and customer engagement skills
Note: This posting outlines potential pay ranges and opportunities, which are not guaranteed and do not represent a formal offer. Additional compensation may be offered based on experience and will be outlined in an offer letter addendum. ARS is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status under applicable federal, state, or local laws. Privacy policy available upon request.
Proprietary Equity Trader
Finance service representative job in Westfield, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyProprietary US Equities Trader/Active
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.)
Auto-ApplyExperienced Equities Trader
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?
Investment Banker - Financial Institutions (Insurance) - Managing Director
Finance service representative job in New York, NY
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 $300,000.00 - $500,000.00 / year
Customer Service Representative
Finance service representative job in Edison, NJ
Job Title: Customer Service Representative
Type of Employment: Permanent
In Office/Hybrid/Remote: In office
Hourly: $25/hr
LHH is partnering with a wellness services organization to hire a Customer Service Representative. This role is fully in office with hours from 9AM to 5:30PM with a 30-minute break, Monday through Friday. The qualified candidate should have at least 2 years of experience within a business to business consumer good industry and must have experience using an ERP system to process orders.
The hourly rate is $25/hr based on years of experience. If this role is a fit to your background, please submit an updated resume for review.
Responsibilities:
· Answer incoming phone calls and emails from customers
· Process sales orders and purchase orders
· Invoice sales orders
· Keep track of inventory
· Coordinate shipments
· Assist with product sample requests
Required Experience:
· High School Diploma
· At least 2 years of related experience
· Experience using an ERP system
· Proficiency in Microsoft Office Suite
· Excellent written and verbal communication skills
· Ability to do basic math functions
· Prior experience handling logistics is a plus
Benefits are offered including medical, dental, vision and PTO.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance