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Customer Service Representative
Esquire Bank 4.4
Member 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 3d ago
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Client Services Representative/Customer service representative
Adecco Us, Inc. 4.3
Member service representative job in Melville, NY
Adecco is assisting a local client recruiting for a Client ServicesRepresentative opportunity in New York, NY. This is an excellent opportunity to join a winning culture and get your foot in the door with a Company that is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean. If Client ServicesRepresentative sounds like something you would be interested in, and you meet the qualifications listed below, apply now!
Responsibilities for Client ServicesRepresentative include but are not limited to:
· Provide on‐site customer service and support
· Operate B&W and color reprographics, bindery, and finishing equipment
· Perform fulfillment tasks such as inserting, folding, binding, shrink‐wrapping
· Communicate issues promptly to supervisors and respond to client requests
· Monitor supplies and help maintain process documentation
Candidates for Client ServicesRepresentative must meet the following requirements to be considered:
· Strong customer service and communication skills
· Basic technical/computer skills and ability to operate print/bindery equipment
· Ability to multitask and prioritize with minimal supervision
· Physical ability to lift up to 50 lbs and stand/walk/bend for long periods
· Willingness to follow customer site protocols and obtain required clearances
What's in this Client ServicesRepresentative position for you?
· Pay: $20/hr.
· Shift: Monday-Friday, Business hours (9:00 AM - 5:00 PM)
· Weekly paycheck
· Dedicated Onboarding Specialist & Recruiter
· Access to Adecco's Aspire Academy with thousands of free upskilling courses
This Client ServicesRepresentative is being recruited by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this Client ServicesRepresentative position and other opportunities with Adecco in New York, NY apply today!
**Pay Details:** $20.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to **********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
+ The California Fair Chance Act
+ Los Angeles City Fair Chance Ordinance
+ Los Angeles County Fair Chance Ordinance for Employers
+ San Francisco Fair Chance Ordinance
**Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$20 hourly 2d ago
Customer Service Representative
Russell Tobin 4.1
Member 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. 5d ago
Client Services Associate
Radium Search
Member service representative job in Hauppauge, NY
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
$70k-90k yearly 5d ago
Industrial Customer Service Supervisor
Xecutive Recruitment Inc.
Member service representative job in Stamford, CT
This leadership role oversees a frontline customer support team responsible for managing inbound customer interactions, order processing, and service-related requests. The Customer Service Team Lead ensures consistent service quality, operational discipline, and team performance while partnering closely with internal departments to support revenue, fulfillment, and customer retention objectives.
The position blends people leadership, operational oversight, and customer advocacy in a fast-moving, metrics-driven environment.
Core Duties
Lead daily workflow and activity management for a team of customer-facing representatives.
Coach, develop, and hold team members accountable to service expectations, quality standards, and response-time goals.
Oversee incoming communication channels, ensuring prompt and professional handling of customer inquiries and requests.
Maintain accurate records of customer interactions, transactions, and follow-ups within internal systems.
Coordinate with cross-functional partners to ensure smooth execution of orders, timely quotations, and issue resolution.
Review performance data and service metrics to identify trends, gaps, and improvement opportunities.
Address escalated customer concerns and support resolution efforts to maintain strong client relationships.
Facilitate onboarding and ongoing training for new and existing team members.
Identify and implement process enhancements that improve efficiency and customer experience.
Ensure adherence to all workplace safety standards and operational policies.
Support sales-related administrative activities, including order entry and quote support.
Manage corrective actions related to customer feedback or service discrepancies.
Perform additional responsibilities as assigned.
Leadership & Professional Competencies
Strong ability to lead, motivate, and influence teams toward measurable results.
Customer-focused mindset with sound judgment in problem-solving and decision-making.
Ability to balance independent decision-making with collaboration across departments.
Effective communicator with a professional, confident presence in written and verbal interactions.
Comfortable managing priorities in a high-volume, deadline-driven environment.
Demonstrated capability to navigate challenging customer situations calmly and professionally.
Technical curiosity and aptitude to understand product specifications, documentation, and usage.
Proven experience managing people and driving accountability.
Required Background
Several years of experience in a customer-facing support or service role within a business-to-business setting.
Prior experience in a supervisory, lead, or team management capacity.
Hands-on experience working with customer management and enterprise systems.
Track record of managing multiple priorities in fast-paced operational environments.
Proficiency with common business software tools.
Flexibility to support varying schedules and operational needs.
Dependable transportation.
Preferred Experience
Exposure to operational, manufacturing, or distribution-based environments.
$38k-57k yearly est. 3d ago
Online Customer Service Representative
London Jewelers 3.5
Member 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 3d ago
Client Success Specialist
Accelerated Global Solutions 4.5
Member service representative job in New Hyde Park, NY
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.
$42k-58k yearly est. 2d ago
Customer Support Representative
Artech Information System 4.8
Member service representative job in Hauppauge, NY
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
$37k-47k yearly est. 60d+ ago
Customer Service Professional
Keter Environmental Services LLC 4.0
Member service representative job in Stamford, CT
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.
$31k-45k yearly est. Auto-Apply 60d+ ago
Immigration Services Officer
Department of Homeland Security 4.5
Member service representative job in Kings Park, NY
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$89k-128k yearly est. 7d ago
Financial Services Representative - State Farm Agent Team Member
Effie Knuth-State Farm Agent
Member service representative job in Ronkonkoma, NY
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
$48k-90k yearly est. 14d ago
Business Service Officer
15 Ms Investment Mgmt
Member 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 36d ago
Member Experience Associate- Opener- Ronkonkoma Location
Retro Fitness 3.4
Member service representative job in East Northport, NY
Do you love fitness? Would you like to feel you impact the lives of many? Can you see helping prospective members get started? Would you like to hear the "thank you" from the members' lives you impacted? The Member Experience Associate is responsible for the entire Member Experience, you will be the face of the club; you are the person a member sees when he or she first walks in. You will be the first person they talk with and you will create a welcoming feeling.
You have to have limitless energy and be great at multi tasking. Do you have a positive and upbeat personality with great communication skills? Creating the member experience requires that you wear many hats. Do you thrive being pulled in multiple directions... guiding prospects on the phone, making a Retro Smoothie for a member, and assisting our Retro members with an exceptional experience. Ideal candidates for the Member Experience Asosciate position will possess the following:
A deep down passion for helping others.
A positive upbeat personality.
Effective ability to communicate with customers, coworkers and managers.
The ability to multitask.
Member experience oriented.
Punctual, responsible and detail oriented.
CPR/AED training preferred.
Prior experience in a retail or hospitality setting is helpful.
Responsibilities of the Front Desk include but not limited to:
Greeting and checking in members as they come in.
Resolving customer issues in an effective manner.
Membership sales and retention.
Following up with prospects.
Selling in store merchandise such as Retro Smoothies cooler drinks, pro shop items etc.
Ensuring a safe and clean health club environment for members and staff.
Opening and closing the facility if scheduled.
Following company policies and procedures.
All Member Experience Associates are to wear company staff shirt along with either khaki pants or black athletic pant. Sneakers must be worn. No boots, heals or sandals. You must be well groomed and neat.
Note on openers and closers: Opening employees are required to be at club 15 minutes prior to the clubs opening time. This is to ensure all items on the Opening Checklist are performed before the clubs scheduled opening time. Closing employees are to close at the established time."
$26k-36k yearly est. 2d ago
Financial Services Representative State Farm Agent Team Member
James Winter-State Farm Agent
Member service representative job in Saint James, NY
Job DescriptionROLE DESCRIPTION: As a Financial ServicesRepresentative 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
$48k-90k yearly est. 12d ago
Financial Services Representative
Empire Growth Partners/Northwestern Mutual
Member service representative job in East Hills, NY
Job Title: Financial ServicesRepresentative
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 ServicesRepresentative, 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 ServicesRepresentative 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 ServicesRepresentative 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 ServicesRepresentatives 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 ServicesRepresentatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
$90k-130k yearly 13d ago
Financial Services Representative
Blue Ocean Wealth Solutions-A Massmutual Firm
Member service representative job in East Hills, NY
At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial ServicesRepresentative, 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 ServicesRepresentative 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 ServicesRepresentative 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 ServicesRepresentatives 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 ServicesRepresentatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
$90k-130k yearly 60d+ ago
Financial Services Representative State Farm Agent Team Member
Kevin Piscitelli-State Farm Agent
Member service representative job in Orange, CT
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 ServicesRepresentative 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 servicesrepresentative.
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
$25k-48k yearly est. 31d ago
Financial Services Representative - State Farm Agent Team Member
Soribel Almanzar-State Farm Agent
Member service representative job in Stamford, CT
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
$26k-49k yearly est. 21d ago
Financial Services Representative - State Farm Agent Team Member
John Fischer-State Farm Agent
Member service representative job in Selden, NY
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
$48k-90k yearly est. 6d ago
Financial Services Representative
Blue Ocean Wealth Solutions, LLC-A Massmutual Firm
Member service representative job in East Hills, NY
At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial ServicesRepresentative, 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 ServicesRepresentative 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 ServicesRepresentative 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 ServicesRepresentatives 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 ServicesRepresentatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
$90k-130k yearly 60d+ ago
Learn more about member service representative jobs
How much does a member service representative earn in Smithtown, NY?
The average member service representative in Smithtown, NY earns between $21,000 and $51,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Smithtown, NY
$32,000
What are the biggest employers of Member Service Representatives in Smithtown, NY?
The biggest employers of Member Service Representatives in Smithtown, NY are: