Customer Services Representative Rodriguez AgenciesCustomer Services RepresentativeNew York, NYRemote$75,000–$90,000 / yearFull timeSelected candidates will be invited to a brief, 20-25 minute Zoom overview to learn about our culture, compensation, and career tracks. Enjoy the flexibility of a fully remote role while working alongside top talent in your local territory.
NewPatient Services Representative UnitedHealth GroupPatient Services RepresentativeWest Nyack, NY$16.15–$28.80 / hourDiscusses balances due, including past balance, co-payments, co-insurance and deductibles, referring to Patient Accounts as necessary; takes responsibility for collecting and posting payments from patients at time of service via check, money order or credit card in compliance with our policies and procedures. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Sales Consultant II - GWW - Syracuse, NY - Career Growth Opportunities Guest SupplySales Consultant II - GWW - Syracuse, NY - Career Growth OpportunitiesSyracuse, NYThis outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning, FF&E and MRO products to hotels, management groups and/or additional markets withinan assigned territory. From providing full-spectrum hospitality and distribution solutions at Guest Supply® and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we’re proud to provide products to more than 25,000 hotels in over 100 countries.
Service Manager JobotService ManagerCheektowaga, NY$75,000–$83,000 / yearThe Service Manager will work closely with technicians, service coordinators, customer support representatives, and company leadership to ensure service calls are completed efficiently, work orders are accurate, customers receive timely communication, and departmental goals are consistently achieved. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCustomer Service Representative Ashley | The Wellsville GroupCustomer Service RepresentativeBatavia, NYRemoteWith the potential to transition to a work-from-home position after 90 days, this is your chance to shine in a fast-paced, supportive environment where your problem-solving skills and positive attitude will make a real impact. This role is ideal for someone who: Loves Problem-Solving : You enjoy smoothing out bumps in the road for customers and coworkers alike, turning challenges into opportunities.
Medical Sales Representative - Post Acute Care MedlineMedical Sales Representative - Post Acute CareWork From Home, NYCalling on the post-acute care market including long-term care facilities, home health and hospice agencies and medical equipment providers; Selling clinical and operational solutions to all levels of decision makers including owners, senior clinical officers and purchasing managers; Selling products that include incontinence, skin care, DME, advance wound care and gloves; Developing a strong knowledge base about Medline’s very large product catalog and numerous value added programs and services; Developing meaningful relationships with new customers and deepening relationships with existing ones; Cold calling and prospecting to develop new business opportunities; Presenting new products and initiatives; educating customers on current industry trends and regulations; Preparing bids and negotiating contracts. Complex sales strategy/approach to sell solutions across multiple levels; Background in commissioned, tangible product sales; Track record of demonstrable sales growth and quota attainment; Ability to present multiple product lines; Excellent communication and organizational skills; Stable work history; Computer proficiency especially in MS Excel, Word, and Outlook.
NewOutside Sales Representative - Paid Weekly - Paid Training Safe Haven SecurityOutside Sales Representative - Paid Weekly - Paid TrainingFarmingdale, NY$65,000–$120,000Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions: Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.
Acute Care Sales Representative MedlineAcute Care Sales RepresentativeLong Island, NYThis team sells exam gloves, durable medical equipment, incontinence products, OR kits, plastics, skin care products, textiles, bathing systems, gauze, packs and gowns, protective apparel, surgical trays, advanced wound care, surgeons’ gloves and other things used in hospitals. Bachelor’s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience.
Outside Sales Representative UlineOutside Sales RepresentativeNew York, NY$85,000–$135,000 / yearUline, a name millions of businesses across North America know and trust, is looking for an experienced Outside Sales Representative to build our growing New York, New York market. Be a Part of a Winning Team - Join our New York City sales team for comradery, training, and department meetings via regular trips to the office.
Off Premise Beverage Sales Representative Union Beer DistributorsOff Premise Beverage Sales RepresentativeLower East Side, NYHired candidates will be responsible for forming relationships with our existing Off-Premise accounts, developing relationships with new Off-Premise accounts, and leveraging those relationships to increase sales and distribution of our products throughout the assigned geography. As a representative, you will have the exciting opportunity to sell, promote, and contribute to the growth of our expansive portfolio in the fast-paced, highly competitive, and demanding market of New York City.
NewIn Home Sales Representative Erie HomeIn Home Sales RepresentativeEast Syracuse, NY$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewErie Home - Outside Sales Representative Erie HomeErie Home - Outside Sales RepresentativeEast Syracuse, NY$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewResidential Sales Representative Erie HomeResidential Sales RepresentativeEast Syracuse, NY$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewOutside Sales Representative Erie HomeOutside Sales RepresentativeEast Syracuse, NY$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewConstruction Sales Representative Erie HomeConstruction Sales RepresentativeBuffalo, NY$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
Emergency Department Patient Access Representative - Cooperstown, NY UnitedHealth GroupEmergency Department Patient Access Representative - Cooperstown, NYCooperstown, NY$16–$29 / hourThe Emergency Department Patient Access Representative is responsible for providing patient-oriented service in a clinical or front office setting; performs a variety of clerical and administrative duties related to the delivery of patient care, including greeting, and checking in patients, answering phones, collecting patient co-pays and insurance payments, processing paperwork, and performing other front office duties as required in a fast-paced, customer-oriented clinical environment. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewPatient Access Representative UnitedHealth GroupPatient Access RepresentativeCobleskill, NY$16–$29 / hourThe Patient Access Representative welcomes, greets, interviews patients and/or representatives in person or over the telephone to ensure their initial experience with the hospital is exceptional. Responsible for collecting data directly from patients and referring to provider offices to confirm and create scheduled appointments for patient services prior to hospital discharge.
NewIn-Home Sales Representative RenuityIn-Home Sales RepresentativeAlbany, NY$200,000–$300,000Homeowners across the Midwest have trusted us for top-tier remodeling services, and now, as part of Renuity, we’re combining our local expertise with the strength of a national brand to build the future of home improvement. As part of a powerful network of seven of the most trusted home renovation companies in America, we are on a mission to revolutionize home improvement—making it faster, easier, and stress-free.
NewWine Sales Representative - Long Island, NY Tri-Vin Wines and SpiritsWine Sales Representative - Long Island, NYBETHPAGE, NY$52,000–$62,000 / yearThis representative will inherit existing retail accounts with significant growth opportunity across both on- and off-premise channels, including restaurants, wine bars, country clubs, and retail accounts. About the Role: Tri-Vin Wines and Spirits is seeking a highly motivated Wine Sales Representative to join our team in Long Island NY.
NewWine Sales Representative – Metro NY Tri-Vin Wines and SpiritsWine Sales Representative – Metro NYNEW YORK, NY$52,000–$62,000 / yearThis representative will inherit existing retail accounts with significant growth opportunity across both on- and off-premise channels, including restaurants, wine bars, country and retail accounts. About the Role: Tri-Vin Wines and Spirits is seeking a highly motivated Wine Sales Representative to join our Metro New York team.
NewPer Diem Patient Access Representative UnitedHealth GroupPer Diem Patient Access RepresentativeDelhi, NYThe Patient Access Representative welcomes, greets, interviews patients and/or representatives in person or over the telephone to ensure their initial experience with the hospital is exceptional. Responsible for collecting data directly from patients and referring to provider offices to confirm and create scheduled appointments for patient services prior to hospital discharge.
Service Technician - CDL Required AmeriGas Propane, Inc.Service Technician - CDL RequiredWilton, NYSuccessful applicants shall be required to pass a pre-employment drug screen as a condition of employment, and if hired, shall be subject to substance abuse testing in accordance with AmeriGas policies. The Company offers a wide array of comprehensive benefit programs and services including medical, dental, vision, flexible spending and health savings accounts to our benefits-eligible employees.
NewBasement Waterproofing Sales Representative Erie HomeBasement Waterproofing Sales RepresentativeRochester, NY$125,000–$250,000Leads Provided: Focus on closing deals, attend pre-set, pre-qualified, one-call-close appointments for our unique, high-demand waterproofing solutions. Proven Earnings: Our successful sales representatives earn between $125,000 - $250,000+ per year.
NewOutside Sales Representative Sunbelt RentalsOutside Sales RepresentativeBrooklyn, NY$40,000–$50,000 / yearRelated experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service.
NewMultimedia Sales Representative Best Version MediaMultimedia Sales RepresentativeVILLAGE OF PELHAM, New YorkAs an independent contractor,you'll meet face-to-face with business owners and present BVM's marketing solutions–print ads, digital display and social ads, online presence tools, and website development. Our Top Team Members Have:Ability to meet with business owners face-to-face, and a professional home office setup: laptop, high-speed internet, and a mobile phone.
NewTerritory Sales Representative Herc Rentals IncTerritory Sales RepresentativeLiverpool, NYFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Sales Representative SyscoSales RepresentativeQUEENSBURY, NYBachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports.
Traveling Retail Representative SAS Retail ServicesTraveling Retail RepresentativeNANUET, NY$17Joining SAS Retail Services, an Advantage Solutions company, means joining a network of 65,000 teammates serving 4,000+ brands and retail customers across 40+ countries. This includes building displays and end caps, resetting shelves with product rotation, and tracking inventory to ensure that stores and suppliers maximize sales opportunities.
NewBDC Representative (CAG) Competition Auto GroupBDC Representative (CAG)Head of The Harbor, NY$18–$20 / hourLog all activity in our CRM Requirements: At least 1 year of experience in customer service Proficient in all basic computer operating systems, Windows, Google, Microsoft, etc. Description: BDC Representative At Competition Automotive Group, we believe our associates are our greatest asset.
NewOutside Sales Representative - Stairlift LeafHomeOutside Sales Representative - StairliftColonie, NY$85,000–$100,000Weekly Pay – We pay weekly through direct deposit, so no more waiting weeks or months to be paid Advancement – Endless opportunity for growth and advancement (95% of our Sales Operations Managers start as Sales Reps). Our highly successful, multi-channel lead generation platform provides you with high-converting, and quality pre-set sales appointments.
Part Time Customer Service Coordinator TJ MaxxPart Time Customer Service CoordinatorOceanside, NY$18–$18.50 / hourCommunicates accurately and effectively with management and Associates when setting and addressing priorities; provides progress updates. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs.
Customer Service Engagement Coordinator HomeGoodsCustomer Service Engagement CoordinatorGlenmont, NY$17–$17.50 / hourHelps develop high-performing teams through training and mentoring of Associates on frontline execution of all register transactions. Assigns registers and coordinates breaks to ensure optimized coverage at frontline and sales floor.
HVAC Outside Sales Representative Yellowstone LocalHVAC Outside Sales RepresentativeFreeport, NYWe’re growing fast and looking for a motivated Outside Sales Representative who’s great with people, understands the value of earning long term customer relationships, and is ready to be part of something bigger. At Elm Air, a Hickory company, we’re helping homeowners across Long Island upgrade their comfort with high-efficiency heating and cooling systems, including the latest in heat pumps and geothermal technology.
Business Development Representative (BDR)-"Rev up your Career" The Road to becoming a Service Advisor Pepe Auto GroupBusiness Development Representative (BDR)-"Rev up your Career" The Road to becoming a Service AdvisorElmsford, New York$40,000–$55,000 / yearWe believe in fostering talent and providing career growth opportunities, making this BDR role a perfect entry point for those interested in automotive service and customer relations. About Us: Pepe Auto Group is a trusted name in automotive sales and service, committed to delivering top-tier customer experiences.
Customer Service Representative in Kingston, New York | Careers at Kingston, NY UNAVAILABLECustomer Service Representative in Kingston, New York | Careers at Kingston, NYKingston, NY$17.60–$21.90 / hourHeadquartered in Whippany, New Jersey, Suburban Propane has been in the customer service business since 1928 and is a nationwide distributor of propane, renewable propane, renewable natural gas ("RNG"), fuel oil and related products and services, as well as a marketer of natural gas and electricity and producer of and investor in low carbon fuel alternatives, servicing the energy needs of approximately 1 million residential, commercial, governmental, industrial and agricultural customers through approximately 700 locations across 42 states. As a Customer Service Representative, you will serve as a main point of contact for our customers by handling inbound and outbound sales and service related calls and performing administrative functions ensuring the highest level of customer service, quality, efficiency and accuracy in all that you do.
NewCustomer Service Representative in Albany, New York | Careers at Albany, NY UNAVAILABLECustomer Service Representative in Albany, New York | Careers at Albany, NYAlbany, NY$17.60–$21.90 / hourHeadquartered in Whippany, New Jersey, Suburban Propane has been in the customer service business since 1928 and is a nationwide distributor of propane, renewable propane, renewable natural gas ("RNG"), fuel oil and related products and services, as well as a marketer of natural gas and electricity and producer of and investor in low carbon fuel alternatives, servicing the energy needs of approximately 1 million residential, commercial, governmental, industrial and agricultural customers through approximately 700 locations across 42 states. As a Customer Service Representative, you will serve as a main point of contact for our customers by handling inbound and outbound sales and service related calls and performing administrative functions ensuring the highest level of customer service, quality, efficiency and accuracy in all that you do.
Assistant Director - Career Services Columbia UniversityAssistant Director - Career ServicesNew York, NY$68,300–$75,000 / yearReporting to the Associate Dean of Development and Alumni Relations, the Assistant Director is dedicated to assisting students in the Graduate School of Architecture, Planning, and Preservation's (GSAPP) Architecture programs with professional development in partnership with the Associate Director of Career Services, Architecture. Maintain strong relationships with local, regional, national, and international employers to develop partnering opportunities (e.g., events, industry panels, seminars, conferences, internships, employee training, employer-sponsored degree study training, study abroad trips, etc.).
Financial Representative Career Changer Opportunity Northwestern Mutual - Buffalo DistrictFinancial Representative Career Changer OpportunityWilliamsville, NYFull timePrior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
NewFinancial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services RepresentativeEast Hills, NY$90,000–$130,000 / yearProvide 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. 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.
Business Development Representative (BDR) – Automotive Sales Career Path Pepe Auto GroupBusiness Development Representative (BDR) – Automotive Sales Career PathElmsford, New York$40,000–$70,000 / yearCareer Advancement – Designed as a direct pathway into Automotive Sales Competitive Compensation – Base salary + commission+ bonuses ($40,000–$70,000 annually) Hands-On Training – Mentorship from experienced sales leaders Supportive Team Culture – Energetic, collaborative, and growth-focused environment Employee Discounts & Benefits Position Details: Full-Time | In-PersonCompensation: Base + CommissionExperience Level: Entry-Level At Pepe Auto Group, our people are our greatest asset. Start your journey in the automotive industry as a Business Development Representative (BDR) with Pepe Auto Group — the premier luxury automotive dealer group in Westchester County.
NewFinancial Representative Career Changer Opportunity Buffalo DistrictFinancial Representative Career Changer OpportunityWilliamsville, New York$70,000–$85,000 / yearMeet Some of Our Local Leaders, the Heartbeat of Our Business: Nii Sowah, Managing Director: Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055. Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses.
Assistant Director of Career Services and Internship Programs Sarah Lawrence CollegeAssistant Director of Career Services and Internship ProgramsNY$67,000–$71,000 / yearThe Assistant Director of Career Services and Internship Program Manager is responsible for leading Sarah Lawrence's internship programs and delivering career services to students and alumni ensuring alignment between their academic pursuits and professional goals. Produce content for weekly Internships of the Week e-newsletters, Intern Spotlight Instagram posts, Internships for all, and other communications to promote internship opportunities.
Sales Development Representative, Legal Services DBA Carta, Inc.Sales Development Representative, Legal ServicesNew York City, NYReporting to the Sales Development Director, you'll sit at the top of Carta Law's US revenue funnel - working alongside Sales Directors and fellow SDRs to identify and engage the legal leaders, fund managers, and asset managers who need what Carta Law delivers. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions.
Sales Development Representative, Legal Services Carta IncSales Development Representative, Legal ServicesNew York City, NYReporting to the Sales Development Director, you''ll sit at the top of Carta Law''s US revenue funnel - working alongside Sales Directors and fellow SDRs to identify and engage the legal leaders, fund managers, and asset managers who need what Carta Law delivers. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs.
Customer Service Representative, Freight Services Delmar International, Inc.Customer Service Representative, Freight ServicesFreeport, NYThe candidate will also communicate with clients over the phone, in writing, and via person to maintain satisfaction and meet the company target(s) while providing administrative support to the freight services team. College Diploma in Supply Chain Management, International Transportation & Customs, or related field is considered an asset.
Junior Project Manager - Services Representative PureSpectrum, Inc.Junior Project Manager - Services RepresentativeRochester, NYRecognized globally for both innovation and culture, PureSpectrum has been named one of Newsweek's Global Most Loved Workplaces (2023-2025), included in Inc.'s Best Workplaces (2024-2025), certified as a Great Place to Work (2022-2025), and featured on Built In's Best Places to Work list (2023-2025). Develop and maintain a basic understanding of the insights industry as it relates to project full-service delivery, sample management, and other important trends that will help PureSpectrum meet or exceed customer needs.
Services Representative - Entry Level Project Manager PureSpectrumServices Representative - Entry Level Project ManagerRochester, New YorkRecognized globally for both innovation and culture, PureSpectrum has been named one of Newsweek’s Global Most Loved Workplaces (2023–2025), included in Inc.’s Best Workplaces (2024-2025), certified as a Great Place to Work (2022–2025), and featured on Built In’s Best Places to Work list (2023–2025). Develop and maintain a basic understanding of the insights industry as it relates to project full-service delivery, sample management, and other important trends that will help PureSpectrum meet or exceed customer needs.
Career Service Advisor I Dorsey CollegeCareer Service Advisor IWoodhaven, New YorkCoordinates all aspects of the student externship program at the campus including helping students identify an externship site, monitoring students during the externship period, interfacing with employers, and submitting final grades and reports. day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving break (Thursday – Friday), Christmas Eve and Christmas Days (as observed), and New Year’s Eve and New Year’s Day (as observed).
Member Services Representative StratAcuity Staffing Partners IncMember Services RepresentativeNY$16–$17 / hourJob Description: The Member Services Representative provides personalized, high-quality support to members by answering questions, resolving concerns, and coordinating with internal teams to ensure a positive service experience. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Financial Services Representative, College Graduate - Scarsdale NY FidelityFinancial Services Representative, College Graduate - Scarsdale NYScarsdale, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.