Finance service representative jobs in White Plains, NY - 1,725 jobs
All
Finance Service Representative
Banking Associate
Customer Service Representative
Trader
Finance Service Specialist
Banker
Business Banker
Equity Trader
Finance Representative
Futures Trader
Relationship Banker
Insurance Account Representative
Sales Representative
Customer Service Officer
Service Officer
Customer Service Representative
Esquire Bank 4.4
Finance service representative job in Jericho, NY
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
$40k-55k yearly 19h ago
Looking for a job?
Let Zippia find it for you.
Customer Service Representative
Russell Tobin 4.1
Finance service representative job in Port Washington, NY
Russell Tobin's client is hiring a Customer ServiceRepresentative in Port Washington, NY
Employment Type: Contract
Pay rate:
English Speaker - $17.50
French Speaker - $20
Responsibilities:
Answer incoming calls and process customer orders.
Troubleshoot technical issues, particularly related to electrical and IT systems, and communicate solutions clearly.
Resolve customer complaints while maintaining composure and professionalism.
Document customer interactions accurately and track call types.
Follow up with customers regarding order status, shipping, and stock availability.
Maintain support service levels consistent with Luxottica's standards.
Perform all other duties as assigned.
Requirements:
High school diploma or equivalent.
Minimum 1 year of experience in customer service, hospitality, or call center environments.
Excellent telephone etiquette and communication skills (verbal and written).
Strong PC skills including Microsoft Office (Word, Excel) and internet navigation.
Ability to prioritize tasks, manage time efficiently, and work well in a team environment.
Demonstrated listening and comprehension skills.
Nice to have:
Higher education degree.
Experience using SAP.
Knowledge of optical products and industry terminology.
Bilingual in French.
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
$31k-37k yearly est. 2d ago
Commercial Lines Customer Service Representative
Strategic Insurance Partners-Sip
Finance service representative job in Nutley, NJ
About Us
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we've been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Commercial Lines Customer ServiceRepresentative
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.
Commercial & Industrial Painting (NY-CT Region) | Top Performers Earn $150,000-$200,000+ | Base Salary + Uncapped Commission
Are you a true hunter with a proven track record of closing B2B service contracts? Do you already sell in the commercial trades with relationships you can bring on Day 1? Do you thrive on achievement, competition, and delivering real value to clients?
A.G. Williams Painting Company is a respected, 120-year-old commercial and industrial painting leader. We are seeking a high-performance Commercial Sales Representative to expand our footprint in Westchester, Fairfield, Putnam, Rockland, and surrounding counties.
The Making of a Top-Performing Rep
High Need for Achievement: You set big goals, attack them relentlessly, and expect to win.
Competitiveness: You want to dominate your market, not just sell a job, but outperform competitors with superior solutions.
Relationship Intelligence: You already have connections with: Property managers, facility managers, HOAs, schools & universities, industrial & commercial site managers, healthcare facilities, hospitality, retail, and institutional clients
Consultative Problem-Solving: You listen deeply, identify risks/needs, and tailor the right solution, never just “quote a job.”
Resilience & Tenacity: You follow up, stay organized, and keep deals alive through long cycles.
Coachability & Accountability: You want structure, process, and feedback. Most importantly, you pride yourself on hitting your goals every single month.
Compensation
Base Salary + Uncapped Commission Structure
Top performers earn $150K-$200K+ annually, with no ceiling on earnings.
Your income is driven by your effort, skill, and relationships.
What You'll Do
Drive Revenue. Build Relationships. Close Deals. You will:
Proactively identify, prospect, and win new commercial accounts. Leverage existing customer relationships and build new ones across NY-CT.
Conduct site visits, measurements, and detailed takeoffs.
Prepare accurate estimates using company estimating tools (training provided).
Present proposals and close business confidently and professionally. Build a pipeline through consistent prospecting and networking.
Collaborate with operations to ensure flawless project hand-off.
Maintain CRM discipline, follow a proven sales process, and hit revenue targets.
Must-Have Qualifications
5-7+ years B2B trade sales experience: Painting industry experience is ideal. Comparable trade experience (roofing, flooring, pavement, restoration, mechanical, janitorial, facility services, etc.) is acceptable if you have strong relationships in our target market.
Strong existing relationships in the territory: This role requires a warm network and the ability to generate meetings through trust and reputation.
Proven track record of hitting sales goals: Average performers will not succeed here.
Hunter mindset with relationship-first approach: You must be both aggressive and professional.
Relationship Building & Communication Mastery: Skilled in prospecting, engaging prospects, and presenting solutions with clarity and confidence.
Self-Driven, Organized, Coachable, Accountable: We value autonomy, and we also expect process alignment and a team-first mentality.
Valid driver's license + reliable vehicle
Key Behaviors of High Performers (Drawn From Industry Best Practices)
Our top reps share the following traits:
Disciplined time management and high-output daily activity
CRM mastery and exceptional follow-up
Confidence without ego
Empathy and consultative communication
Professional appearance and conduct
Ownership mentality, no excuses, only solutions
Strong teamwork with estimators, operations, and leadership
What Greatness Looks Like
Existing book of business or strong relational equity
Self-generating opportunities
Winning 50%+ of qualified estimates
Clean, accurate project documentation
Consistently hitting revenue, profit & activity targets
High client retention
About A.G. Williams Painting Company
A.G. Williams is a fourth-generation, family-owned leader in commercial, industrial, and institutional painting. For 120 years, we have built our name on professionalism, consistency, craftsmanship, integrity, and long-term partnerships.
Our commercial division focuses on direct-to-owner repaint work across corporate offices, industrial buildings, hospitals, schools, multifamily properties, country clubs, religious institutions, municipalities, and more.
Benefits & Professional Growth
Unlimited income potential
Stable pipeline support and high-quality inbound opportunities
Career path with continuous mentorship and performance coaching
Ongoing paid training: coatings systems, manufacturer certifications, LRRP, lift certifications, OSHA, and other skill-development programs
Strong operations team to ensure projects are delivered professionally and on time
Sell a respected brand with 120 years of excellence
A value proposition built on quality, trust and professionalism
Family culture and strong team support
Flexible PTO and paid holidays
To Apply
Apply on our company website, directly on LinkedIn, or on Indeed. You can also send your résumé and a brief note to ******************************** with the subject line “Your Next Commercial Sales Representative”.
$43k-83k yearly est. 1d ago
Online Customer Service Representative
London Jewelers 3.5
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 servicerepresentative or similar role
Excellent communication and interpersonal skills
Ability to handle stressful situations and diffuse upset customers
Proficient in using ERP software and CRM tools
Strong problem-solving skills
Ability to multitask and manage time effectively
Attention to detail and accuracy
High school diploma or equivalent; a degree or equivalent
Flexibility to work in shifts if required
Good typing skills and computer literacy
Preferred Qualifications:
Degree in a relevant field
Job Type:
Full-time
In office
Salary:
$25 an hour
Benefits:
Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) with employer matching
Employee assistance program
Employee discount
Flexible spending account
Health savings account
Life insurance
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
$25 hourly 19h ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Greenwich, CT
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 ***************************
$94k-167k yearly est. Easy Apply 60d+ ago
Fixed Income Execution Trader (USA)
Trexquant 4.0
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
$86k-155k yearly est. 60d+ ago
Physical Commodity Trader
Interoceanic
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
$91k-159k yearly est. 25d ago
Experienced Trader
Gelber Group 3.8
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.
$72k-120k yearly Auto-Apply 14d ago
Financial Services Representative
Empire Growth Partners/Northwestern Mutual
Finance service representative job in East Hills, NY
Job Title: FinancialServicesRepresentative
Blue Ocean Wealth Solutions, LLC, a MassMutual Firm - ********************
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 FinancialServicesRepresentative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolio. We were awarded Top Long Island Workplaces of 2018 to 2025 by Newsday/Dans Paper
FinancialServicesRepresentative Responsibilities:
Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a need analysis
Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, and wealth management solutions **
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 inquiries related to accountancy activity, performance, and general financial matters. Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies
FinancialServicesRepresentative Qualifications:
Excellent interpersonal skills
Bachelors degree is preferred, or experience in a similar role in the financialservices industry
Results-orientated with a track record of achieving sales and business goals
Previous New Business Development and Sales experience a plus
Ability to work independently and collaboratively in a team setting
What makes Blue Ocean Wealth Solutions, LLC Unique:
Commission, Allowances, and Bonuses.
State of the Art office with modern technology capabilities and teamwork culture.
Willing to Obtain the Life & Health License & Series 7 & Series 66. Material provided.
Flexibility to offer non-proprietary insurance through 3rd Party Relationships.
Internal localized Support from the Executive Leadership Team.
We offer Training and Support for those who wish to do Fee-Based Holistic Financial Planning**.
Initial 6-month Executive Training Program and personalized development thereafter.
Participating in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs.
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 *****.
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. **To do Fee-Based Financial Planning or offer other investment/insurance/Property & Casualty 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 FinancialServicesRepresentatives 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. FinancialServices Professionals/FinancialServicesRepresentatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
$90k-130k yearly 10d ago
Financial Services Representative
Blue Ocean Wealth Solutions-A Massmutual Firm
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 FinancialServicesRepresentative, 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.
FinancialServicesRepresentative 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
FinancialServicesRepresentative Qualifications:
Excellent interpersonal skills
Bachelor's degree is preferred, or experience in a similar role in the financialservices 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 FinancialServicesRepresentatives 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. FinancialServices Professionals/FinancialServicesRepresentatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
$90k-130k yearly 60d+ ago
HF Independent Trader
Quanta Search
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)
$79k-130k yearly est. 60d+ ago
Licensed Insurance Customer Service
Eric Jaslow-State Farm Agency
Finance service representative job in Nyack, NY
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer ServiceRepresentative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate customers about insurance options
Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...
Salary plus Bonus
Paid Time Off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Property & Casualty license (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bilingual (Spanish/English) preferred.
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$31k-46k yearly est. 22d ago
Customer Service Representative
Amerivet 3.6
Finance service representative job in Greenwich, CT
We are looking for a personable and skilled Client ServiceRepresentative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success.
CSR Responsibilities:
Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow.
Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members.
Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients.
Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer.
Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information.
Complete all tasks as assigned by the supervisor(s).
Qualifications & Requirements:
$17-21 per hour starting wage
Professional and friendly phone etiquette
Available to work weekends and holiday rotations, as needed
Ability to properly prioritize and complete tasks simultaneously
Ability to problem solve and adapt to multiple situations
HS Diploma or educational equivalent
Excellent customer service skills
Computer efficiency
Very detail-oriented
Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.)
Preferred: One year of customer servicerepresentative experience
Preferred: Knowledge of veterinary medical terminology and procedures
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
$17-21 hourly Auto-Apply 60d+ ago
Part Time Associate Banker Long Island North (30 Hours)
JPMC
Finance service representative job in Huntington, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$78k-154k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Fuse Solutions 3.9
Finance service representative job in Hicksville, NY
We're currently representing a top telecommunications client that specializes in fiber-optic technology which results in the highest speed of internet available in the Northeast! Their goal is to bring this technology to those who rely on it for their day-to-day lives in a much more accessible way.
We offer face-to-face Customer Service on their behalf so they can focus on delivering the best while we handle the rest! We're looking for representatives who feel comfortable using their communication skills on a day to day basis, not only to represent the client but to offer guidance to potential customers to ensure they make the best decisions for their telecom needs.
What We're Looking For:
Willingness to learn
Experience in Customer Service, Retail, Sales, Hospitality, Restaurants etc preferred
Problem solving ability
Excitement to grow into different roles
Excellent communication skills
What We Offer:
Paid Training
Sign-On Bonus
Management Training Program
401(k) match
Potential Cross-Training Opportunities In:
Public Speaking
Administrative
Human Resources
Finance / P&L
$31k-38k yearly est. Auto-Apply 6d ago
CSR - Part- Time - White Plains
Pay-O-Matic CK Cashi 3.8
Finance service representative job in White Plains, NY
Job Description
Are you passionate about customer service? Do you like helping others accomplish their financial needs through providing relatable products and services? Are you interested in joining a diverse company where our unique contributions are recognized and celebrated, allowing each of us to thrive? Join Pay-O-Matic (POM) as a CSR!
Pay-O-Matic powers your pursuit.
As a Front-Line Customer ServiceRepresentative, you will be responsible for maintaining optimal services and providing valuable customer service. Schedules may include weekends, holidays and floating (work) to nearby stores when needed.
Role Responsibilities:
Deliver exceptional guest service, ensuring a positive customer experience in line with company standards.
Use Point-Of-Sale (POS) system for all transactions
Work in confined areas alone with an understanding of the Company's security/safety policies and procedures.
Open and close the store when required.
Process money transfer transactions and efficiently manage point of sale operations.
Adapt well in the face of workplace stressors such as heavy verbal demands of customer service
Perform transactions successfully while upholding Banking-related Compliance rules and regulations.
Maintain a harmonious work environment with colleagues through practice of mutual respect.
Sustain loss prevention protocols, strictly adhering to company policies and store standards.
Manage company funds, ensuring precise reconciliation with daily receipts and records.
Implement strong security measures to safeguard company funds and maintain financial integrity.
Perform daily reconciliation of transactions to ensure accuracy and transparency.
Role Requirements:
Prior experience in customer service.
Previous experience handling financial transactions.
Fluency in both English and Spanish, with strong communication skills in both languages required.
Experience working with Microsoft Office Suite and general computer literacy.
Must be available to work (float) at nearby locations when needed.
We make financialservices accessible to humans everywhere. Join us for what's next.
Pay-O-Matic is New York City's most accessible financialservices company -transforming lives and communities. We're a diverse and passionate customer-centric company with scores of employees working in more than 100 locations. We provide instant gratification to our customers through rapid check cashing, bill payments and various other products and services.
Just as we help our customers to prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financialservices, it's time for Pay-O-Matic. Learn more about our purpose and people ***********************************************
Salary:
The hourly rate is $17.00 per hour. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the applicable law.
Benefits:
You will also have access to short-term incentives, Medical, Dental, Vision, Life Insurance and Sick Leave. Most of these benefits are available for full-time employees. Part-time employees can access short-term incentives and Sick Leave benefits.
Location (in-person): Store 240 - 188 Martine Ave. White Plains, New York, 10601
POM values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of company objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solving together, and innovate.
POM has determined the category of this role to be Full-time In-person. This refers to employees who, due to the nature of their work, must be in the work location full-time.
Schedule:
The 188 Martine Ave. White Plains, New York, 10601 location has the following operation hours, Eastern Standard Time (EST):
Sunday, Closed
Monday, 8:00 a.m. to 7:00 p.m.
Tuesday, 8:00 a.m. to 7:00 p.m.
Wednesday, 8:00 a.m. to 7:00 p.m.
Thursday, 8:00 a.m. to 7:00 p.m.
Friday, 8:00 a.m. to 9:00 p.m.
Saturday, 8:00 a.m. to 7:00 p.m.
The CSR will work between 20 and 29 hours a week and days will vary. Successful applicants will have the flexibility to work any day of the week within regular business hours. The specific shift needing coverage is Wednesday, Thursday, Friday, Saturday 8:00 a.m. - 9:00 p.m.
We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
Estimated Job Posting End Date: 12-31-2025
This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
$17 hourly 24d ago
U.S. Banks Conduct Risk Associate
Morgan Stanley 4.6
Finance service representative job in Harrison, NY
Morgan Stanley ("MS") is a global financialservices firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management via Wealth Management (WM), and Asset Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, retirement, and trust services.
Morgan Stanley Private Bank, National Association ("Bank" or "MSPBNA") provides deposit and lending products and services to serve the needs of Wealth Management clients and seeks a Conduct Risk Associate as part of the Bank's First Line Operational Risk Organization. The Conduct Risk Associate will perform day-to-day oversight to identify and monitor for potential conduct risk activity. We do that by creating, owning, and enhancing a suite of risk reports and tools to be used by Bank Management and Bank Conduct & Compliance Risk. The Conduct Risk Associate will report to the Bank's Conduct Risk Officer and will be based in Purchase, NY.
Conduct Risk Associate will be expected to:
* Conduct daily surveillance of Bank Home Office employees and provide employee education for identified policy violations
* Conduct daily and periodic monitoring activities and maintain accurate metrics and reporting
* Prepare and summarize results of offsite monitoring for reporting to Senior Management
* Monitor and report metrics on Conduct Risk related activities for the Bank's First Line Operational Risk Organization
* Assist with review of outside activities and private investment transactions submitted by Morgan Stanley employees to ensure the activity/investment do not result in actual or perceived conflicts of interest
* Support various Bank Conduct Risk initiatives, proactively identifying risks and ensuring appropriate supervision
* Manage projects as needed and assigned; deliveries are often related to ad-hoc requests so a successful candidate must be able to work in an environment with evolving priorities, making sound decisions about prioritization
* Collaborate and build effective working relationships with colleagues in Business Units, second and third-line control functions (Legal, Compliance, and Audit) on an ongoing basis
Qualifications:
* Bachelor's Degree or higher
* 3+ years of experience in audit, business management, legal/compliance, banking and lending product risk advisory, internal audit, or operational risk management
* Strong understanding of operational risk within the FinancialServices industry (e.g. Private Banking, Retail Banking, Investment Banking and/or Wealth Management)
* Knowledge of lending and deposit product risks including risks related to residential mortgages, securities-based lending, and deposits
* Strong organization skills with the ability to multitask and prioritize; ability to work under pressure and to tight deadlines
* Strong analytical and problem-solving skills (critical thinking ability)
* Excellent written and verbal communications skills
* Detail-oriented and accurate
* Ability to work in a team environment, build and maintain a network of contacts and coordinate with a large number of stakeholders across the Bank and Firm
* Proficiency in MS Office applications (e.g., Word, Excel, PowerPoint, SharePoint)
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 $58,000 and $115,000 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).
$58k-115k yearly Auto-Apply 60d+ ago
Business Service Officer
15 Ms Investment Mgmt
Finance service representative job in Garden City, NY
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce.
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Market Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
EDUCATION AND/OR EXPERIENCE
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Other licenses as required for the role or by management
KNOWLEDGE AND SKILLS
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
• Market Business Service Officer
Direct reports:
• Support Professionals
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 $120,000 to - $160,000 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).
$49k-82k yearly est. Auto-Apply 33d ago
Part Time Associate Banker Bergen East (30 hours)
Chase 4.4
Finance service representative job in Paramus, NJ
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
$65k-136k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in White Plains, NY?
The average finance service representative in White Plains, NY earns between $36,000 and $118,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in White Plains, NY