Member service representative jobs in Smithtown, NY - 1,174 jobs

Russell Tobin's client is hiring a Customer Service Representative 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.

Relationship Manager Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm's service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities Deliver white-glove service to clients with speed, accuracy, and professionalism Prepare for client meetings and proposals with exceptional attention to detail Draft and manage client communications via email, phone, and written correspondence Participate in client meetings, document notes (with AI support), and manage follow-ups Gather and organize information to support comprehensive financial planning Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.) Maintain meticulous CRM documentation of all client communications, tasks, and appointments Assist with account maintenance, asset allocations, and quarterly reporting Serve as the first line of response for client inquiries across email and phone Build and deepen client relationships with empathy, connection, and professionalism Partner with operations to proactively resolve custodial issues and escalate when appropriate Adhere to all firm and industry supervisory and compliance requirements Participate in firm meetings, training, client events, and continuing education Support additional service-related responsibilities as required Candidate Profile Service-oriented with a genuine interest in caring for clients Exceptionally organized, dependable, and detail-oriented Calm, professional, and effective in a fast-paced environment Process-driven with strong ownership and accountability Excellent time management and multitasking capabilities Comfortable using CRM and workflow tools (Salesforce preferred) Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks 3-5 years of experience in financial services (RIA experience strongly preferred) Strong working knowledge of Schwab custodial operations Open to learning and adopting new technology as systems evolve Licensing & Education Series 65 required Bachelor's degree strongly preferred CFP certification or desire to pursue Strong understanding of client confidentiality and discretion Clean U-4 and U-5 history Reporting & Collaboration Reports to: Lead Advisor Functional Area: Client Success / Operations Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers Compensation & Benefits Base Salary: $70,000 - $90,000 Bonus: Performance-based, tied to individual and firm objectives Employment Type: Full-time W-2 Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits Career Development: Clear progression and professional growth opportunities

London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction. Responsibilities: Respond to customer inquiries via phone, email, and chat Track customer inquiries through multiple websites and through entire lifecycle of customer's request Add products and update content on London Jewelers website Maintain Brand pages on London Jewelers website updating banners, products and information Daily price and inventory updates on our website Resolve customer complaints in a professional manner Process orders, returns, and exchanges Track monthly store traffic report Daily cash report Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active Provide product and service information and guidance Maintain appointment requests for store locations Document and update customer records based on interactions Follow up and track with customers and the store to ensure their issues are resolved Stay updated on product knowledge and company policies Follow daily task check list Maintain a positive and empathetic attitude toward customers Qualifications/Experience: Proven experience as a customer service representative or similar role Excellent communication and interpersonal skills Ability to handle stressful situations and diffuse upset customers Proficient in using ERP software and CRM tools Strong problem-solving skills Ability to multitask and manage time effectively Attention to detail and accuracy High school diploma or equivalent; a degree or equivalent Flexibility to work in shifts if required Good typing skills and computer literacy Preferred Qualifications: Degree in a relevant field Job Type: Full-time In office Salary: $25 an hour Benefits: Health insurance Dental insurance Vision insurance Paid time off 401(k) with employer matching Employee assistance program Employee discount Flexible spending account Health savings account Life insurance We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.

About Us Accelerated Global Solutions (AGS) is a trusted leader in cross-border e-commerce logistics, ground transportation, warehousing, and customs brokerage. We connect global businesses with their customers by delivering efficient, reliable, and fully integrated freight solutions - from major ports to final destinations. We're expanding our team and seeking a smart, organized, and client-obsessed Client Success Specialist who thrives in a fast-paced, logistics-driven environment and is passionate about delivering exceptional service to our clients worldwide. Position Summary As a Client Success Specialist at AGS, you will serve as a trusted day to day point of contact for our clients. This is a client-facing role built for someone who enjoys translating operational complexity into clean execution, owns communication end-to-end, and consistently delivers clarity, accountability, and results. You'll collaborate with operations, warehouse, and transportation teams to guarantee on-time, accurate deliveries and provide a top-tier customer experience from start to finish. Key Responsibilities Act as the primary operational point of contact for a portfolio of key AGS clients managing daily communication with customers via phone, email, and online portals. Lead weekly or bi-weekly client calls, providing status updates, KPI trends, and project overviews. Pull and organize weekly/monthly performance reports from various internal systems highlighting trends, anomalies, or opportunities. Resolve issues and drive resolution across internal teams in a professional and proactive manner. Coordinate with internal teams (operations, dispatch, customs, and warehouse) to meet customer expectations. Help prepare client-facing decks or Quarterly Business Reviews. Maintain accurate records of customer interactions and shipment documentation. Support process improvements and identify opportunities to enhance service performance. Handle escalations and ensure customer satisfaction through prompt and clear communication. Qualifications 1-3 years of experience in customer service, preferably in logistics, freight forwarding, or e-commerce fulfillment. Experience managing B2B clients. Strong communication and problem-solving skills. Proficiency in MS Office, Google Sheets, Tableau and logistics tracking systems (TMS/WMS experience a plus). Detail-oriented, organized, and capable of managing multiple priorities. Team player with a proactive attitude and ability to work under pressure. Familiarity with tools like Motion, ClickUp, Slack, and Zendesk is a plus. Knowledge of customs procedures or international shipping is an advantage. Why Join AGS Be part of a global logistics leader transforming e-commerce delivery. Collaborative, fast-paced, and growth-oriented work culture. Opportunities for career development and advancement. Competitive pay, benefits, and performance incentives.

LOCATED IN ITALY' WHO WE ARE Lockheed Martin is a global leader in aerospace, defense, and technology solutions, dedicated to pushing the boundaries of innovation and shaping the future of the industry. With a rich legacy of excellence and a commitment to delivering advanced capabilities to our customers, we are proud to be at the forefront of cutting-edge technology and engineering. WHAT WE'RE DOING At Lockheed Martin, we're revolutionizing the aerospace and defense sector through groundbreaking technology, advanced manufacturing processes, and a world-class team of professionals. Our mission-driven approach and unwavering dedication to excellence ensure that we continue to deliver superior products and solutions to our customers around the world. THE WORK This is a Sikorsky Technical Service Representative (TSR) position that will be based at Aviano Air Base, Italy. The TSR will be responsible for providing Organizational, level support for the HH-60W Combat Rescue Helicopter. This position will be performed onsite 100% of the time with occasional travel to support the customer. The TSR will provide as needed maintenance support for aircraft assigned to Aviano Air Base to include contingency or as necessary, operations at other locations. I/A/W applicable technical directives and keeping safety as a top priority, the TSR shall troubleshoot, repair, modify, service and inspect aircraft and engine systems to maintain aircraft during the following maintenance situations: daily flight operations, daily scheduled maintenance, daily unscheduled maintenance, back shop support, phase maintenance, and all AD, and ASB message requirements. TSRs shall provide support for Maintenance Test Flight (MTF), Functional Check Flights (FCF) and recovery of aircraft at remote location to include riding as a passenger in the aircraft to perform maintenance as required. The TSR must be able to work with customer mechanics, leads, quality inspectors, supply, managers. The TSR will coordinate their efforts with the assigned Field Service Representatives (FSR) for engineering reach-back support. US Citizenship is required WHY JOIN US Opportunity for Impact: Join a team that is at the forefront of innovation in the aerospace and defense industry and make a significant impact on the success of our organization. Professional Development: Take advantage of unparalleled opportunities for growth and advancement within Lockheed Martin, with access to world-class training and development programs. Collaborative Culture: Work alongside some of the brightest minds in the industry who share your passion for excellence and who are committed to supporting each other's success. Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and paid time off, as well as competitive salary offerings. Cutting-Edge Technology: Be part of a dynamic and forward-thinking work environment where you will have the opportunity to work with the latest technology and contribute to groundbreaking projects that are shaping the future of aerospace and defense. Basic Qualifications: Must have Security Clearance - Interim Secret to start Familiarity with US AIR FORCE Technical Manuals and AFI 21-101 Tech school trained (I.E. Military/A&P/Aviation Tech school) on H-60/S-70 series helicopters. Must be able to work overtime and possibly on short notice. Every attempt will be made to avoid short notice work schedule changes. Must be able to work inside and outside in all environmental conditions (I.E. day, night, sunny, cloudy, rainy, snowy, cold climate and hot climate). Must be able to lift 50 lbs. Desired Skills: FAA A&P. FCC certification. Quality Control/Inspector experience. Weapons systems experience. Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration. Clearance Level: Secret Other Important Information You Should Know Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings. Ability to Work Remotely: Onsite Full-time: The work associated with this position will be performed onsite at a designated Lockheed Martin facility. Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits. Schedule for this Position: Non- standard 40 hour work week as assigned by leader Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics. The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration. At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work. With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility. If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs, and apply for roles that align with your qualifications. Experience Level: Hourly/Non-Exempt Business Unit: RMS Relocation Available: Yes Career Area: Product Support Type: Task Order/IDIQ Shift: First

Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description Responsibilities 1. Provides assistance to customers during all phases of the inventory process. 2. Assists customers with their questions about how to set-up and operate our equipment to successfully conduct their inventories. 3. Maintains appropriate response times and abandon rates as defined in the department's goals. 4. Coordinates internal operational activities to ensure each order/request is processed in a timely manner as agreed to with customer. 5. Serves as a liaison to assist client care teammates, account managers, IT and operations staff at all levels to support the needs of the customers. 6. Prepares and enters required client information/requests into department's database to document customer interaction and resolution. 7. Obtains a working knowledge of product functionality/ performance and troubleshooting methodologies to assist clients when they call in for assistance. 8. Maintains a working knowledge of the computer programs currently in use in the department. 9. Performs other duties as assigned. Qualifications Qualifications 1. HS diploma or equivalent level required. 2. Prefer some prior customer service experience. 3. Excellent communications skills. 4. Computer literate; exposure to Windows environment. Additional Information For more information, Please contact Shobha Mishra ************ sent me your resume shobha.mishra ATartechinfo.com

About Us Over the past 25 years, Waste Harmonics Keter has been at the forefront of the waste and recycling industry, delivering innovative, data-driven solutions. We help companies right-size their waste operations and get out of the waste business with industry-leading expertise, state-of-the-art waste technologies, and industry-leading customer service. Visit Waste Harmonics Keter for more information. Job Purpose As a Customer Service Professional (CSP), you are a key representative of Waste Harmonic Keter's commitment to customer satisfaction and operational excellence. You will ensure a seamless, solutions-oriented experience for clients across diverse industries by efficiently resolving inquiries, addressing service needs, and maintaining high customer satisfaction. This role demands professionalism, accuracy, and collaboration, while upholding the company's values and consistently enhancing the customer experience. Duties and Responsibilities People Self-Development - Invests in ongoing professional development through continuous learnings, feedback integration, goal setting, and cross-training. Team Collaboration Enhances team performance by fostering knowledge sharing, open communication and mutual support. Operations Performance Metrics - Consistently meets or exceeds key performance indicators (KPIs), including resolution times, response rates, and customer satisfaction scores. Data Management - Ensures integrity and accuracy in CRM documentation, supporting informed decision-making and efficient operations. Process Adherence - Rigorously follows standardized workflows, scripts, and SOPs to maintain regulatory compliance and service consistency. Stakeholder Management Collaboration - Collaborates across teams and functions to resolve issues and elevate customer experience through shared expertise. Customer Engagement - Cultivates trust-based relationships by understanding customer needs and delivering tailored, value-driven solutions. Strategy Continuous Improvement - Analyzes customer feedback and service data to identify recurring issues, enabling proactive improvements and service innovation. Customer-Centric Focus - Delivers high-quality service aligned with company goals to enhance customer satisfaction, retention, and long-term loyalty. Performs other duties as assigned. Qualifications Education & Experience: High school diploma or GED required Associate's or Bachelor's degree in Business, Communications, or a related field preferred Familiarity with customer service principles, including active listening and empathy. Experience using phones, email or live chat to communicate with customers. Understanding of the company's products, services, and policies to provide accurate information. Ability to handle customer inquiries, complaints and services. Basic troubleshooting and problem-solving techniques. Strong written and verbal communication skills. Knowledge & Skills: Previous experience in customer-facing roles such as retail, hospitality, or call centers. Ability to handle customer inquiries professionally and resolve issues effectively. Ability to meet or exceed performance goals in a customer service setting. Strong communication skills with a focus on clarity and professionalism. Awareness of performance metrics such as response time, first-call resolution, and customer satisfaction. Work Conditions/Physical Requirements Office environment. Noise level is moderate. Work is primarily performed at a desk using a computer and other standard office equipment Occasional walking to meetings or shared office equipment may be required. Ability to work after normal business hours as needed. Waste Harmonics Keter Comprehensive Benefits Package Competitive Compensation Annual Bonus Plan at Every Level Continuous Learning and Development Opportunities 401(k) Retirement Savings with Company Match; Immediate Vesting Medical & Dental Insurance Vision Insurance (Company Paid) Life Insurance (Company Paid) Short-term & Long-term Disability (Company paid) Employee Assistance Program Flexible Spending Accounts/Health Savings Accounts Paid Time Off (PTO), Including birthday off, community volunteer hours and a Friday off in the summer 7 Paid Holidays At Waste Harmonics Keter , we celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates from all backgrounds to apply.

About Us Over the past 25 years, Waste Harmonics Keter has been at the forefront of the waste and recycling industry, delivering innovative, data-driven solutions. We help companies right-size their waste operations and get out of the waste business with industry-leading expertise, state-of-the-art waste technologies, and industry-leading customer service. Visit Waste Harmonics Keter for more information. Job Purpose As a Customer Service Professional (CSP), you are a key representative of Waste Harmonic Keter's commitment to customer satisfaction and operational excellence. You will ensure a seamless, solutions-oriented experience for clients across diverse industries by efficiently resolving inquiries, addressing service needs, and maintaining high customer satisfaction. This role demands professionalism, accuracy, and collaboration, while upholding the company's values and consistently enhancing the customer experience. Duties and Responsibilities People Self-Development - Invests in ongoing professional development through continuous learnings, feedback integration, goal setting, and cross-training. Team Collaboration Enhances team performance by fostering knowledge sharing, open communication and mutual support. Operations Performance Metrics - Consistently meets or exceeds key performance indicators (KPIs), including resolution times, response rates, and customer satisfaction scores. Data Management - Ensures integrity and accuracy in CRM documentation, supporting informed decision-making and efficient operations. Process Adherence - Rigorously follows standardized workflows, scripts, and SOPs to maintain regulatory compliance and service consistency. Stakeholder Management Collaboration - Collaborates across teams and functions to resolve issues and elevate customer experience through shared expertise. Customer Engagement - Cultivates trust-based relationships by understanding customer needs and delivering tailored, value-driven solutions. Strategy Continuous Improvement - Analyzes customer feedback and service data to identify recurring issues, enabling proactive improvements and service innovation. Customer-Centric Focus - Delivers high-quality service aligned with company goals to enhance customer satisfaction, retention, and long-term loyalty. Performs other duties as assigned. Qualifications Education & Experience: High school diploma or GED required Associate's or Bachelor's degree in Business, Communications, or a related field preferred Familiarity with customer service principles, including active listening and empathy. Experience using phones, email or live chat to communicate with customers. Understanding of the company's products, services, and policies to provide accurate information. Ability to handle customer inquiries, complaints and services. Basic troubleshooting and problem-solving techniques. Strong written and verbal communication skills. Knowledge & Skills: Previous experience in customer-facing roles such as retail, hospitality, or call centers. Ability to handle customer inquiries professionally and resolve issues effectively. Ability to meet or exceed performance goals in a customer service setting. Strong communication skills with a focus on clarity and professionalism. Awareness of performance metrics such as response time, first-call resolution, and customer satisfaction. Work Conditions/Physical Requirements Office environment. Noise level is moderate. Work is primarily performed at a desk using a computer and other standard office equipment Occasional walking to meetings or shared office equipment may be required. Ability to work after normal business hours as needed. Waste Harmonics Keter Comprehensive Benefits Package Competitive Compensation Annual Bonus Plan at Every Level Continuous Learning and Development Opportunities 401(k) Retirement Savings with Company Match; Immediate Vesting Medical & Dental Insurance Vision Insurance (Company Paid) Life Insurance (Company Paid) Short-term & Long-term Disability (Company paid) Employee Assistance Program Flexible Spending Accounts/Health Savings Accounts Paid Time Off (PTO), Including birthday off, community volunteer hours and a Friday off in the summer 7 Paid Holidays At Waste Harmonics Keter , we celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates from all backgrounds to apply.

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Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales conversations Requirements: Active Life & Health license FINRA Series 6/63/65 Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor

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).

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: 401k Base salary plus heavy commission/bonus $250/month Health stipend Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency

At Retro Fitness, Get Real is our promise of offering an honest, simple, non-intimidating approach to helping our community achieve their fitness goals. The Member Experience Associate will ensure that members receive the highest quality of service and facilities, as well as deliver an authentic and welcoming atmosphere. Job Expectations: Work your scheduled shifts and arrive on time every shift Arrive for your shift in full uniform: brand approved shirt, khaki or black athletic pants, and sneakers (be well groomed, neat, and presentable) Aim to exceed customer expectations at every opportunity Make eye contact with customers Smile authentically at customers Speak enthusiastically to customers Be attentive and courteous to customers Keep a sense of urgency and hustle when it comes to helping customers Keep a positive, upbeat personality. Be able to communicate clearly, professionally, and proactively when needed. Prior experience in sales, retail, or hospitality is helpful. Active CPR/AED certification preferred. Professional Responsibilities: Greet and check in members as they come in. Resolve customer issues in an effective manner. Sell memberships, retail, and merchandise. Follow up with prospects promptly. Ensure a safe and clean health club environment for members and staff. Open and close the facility if scheduled. Follow company policies, procedures, and best practices. *Retro Fitness is an Equal Opportunity Employer and a Drug Free Workplace. Background checks and screenings are required for all new hires.

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you ** Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquires related to account activity, performance, and general financial matters Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelor's degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses Approximate expected first year earnings range from $90k to $130k*** Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **** Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships State of the Art office with modern technology capabilities and teamwork culture Willing to obtain the Life & Accident and Health License and Series 7 & 66. On-site Firm Weekly Series 7 training Study Group Flexibility to offer non-proprietary insurance through 3rd Party Relationships Internal localized Support from the Executive Leadership Team Initial 6-month Executive Training Program and personalized development thereafter Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs Visit our website at ******************** #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Job Title: Financial Services Representative 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 Financial Services Representative, 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 Financial Services Representative 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 Financial Services Representative Qualifications: Excellent interpersonal skills Bachelors degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals 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 Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Job DescriptionOUR AGENCY Our Agency prides ourselves on serving the needs of each customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives to win and get better every day. We have been recognized with many State Farm awards. My personal goal is to coach and mentor each team member to reach their full potential. ROLE DESCRIPTION: As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Help people plan for and retire comfortably Use a customer-focused, needs-based review process to educate customers about insurance & financial options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Handle insurance reviews and financial appointments with customers QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Hourly plus commission/bonus Paid time off (vacation and personal/sick days) 401k & Matching Life Insurance Team bonuses for performance Growth potential/Opportunity for advancement (Agent Aspirant Program) Training & Development through State Farm and other Industry Leaders

I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. 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. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales conversations Requirements: Active Life & Health license FINRA Series 6/63/65 Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you ** Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquires related to account activity, performance, and general financial matters Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelor's degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses Approximate expected first year earnings range from $90k to $130k*** Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **** Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships State of the Art office with modern technology capabilities and teamwork culture Willing to obtain the Life & Accident and Health License and Series 7 & 66. On-site Firm Weekly Series 7 training Study Group Flexibility to offer non-proprietary insurance through 3rd Party Relationships Internal localized Support from the Executive Leadership Team Initial 6-month Executive Training Program and personalized development thereafter Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs Visit our website at ******************** #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.