42 Results for

Financial Services Representative Jobs in Brooklyn, NY

Jobs

East Hills, NY

$90,000–$130,000 / year

li>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.

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.

3 days ago

Mount Vernon, NY

$49,284–$73,391 / year

Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.

30+ days ago

New York, New York

Remote

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Please 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.

5 days ago

Melville, NY

3. Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Melville, NY

Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Melville, NY

li>Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Jersey City, NJ

This role requires a professional who is comfortable making outbound cold calls, developing new relationships, and maximizing financial opportunities within an existing property & casualty client base. You’re comfortable picking up the phone, starting conversations, uncovering needs, and building long-term relationships with households and business owners.

30+ days ago

Rosedale, NY

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ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Anthony Petrozzella - State Farm Agent, you will successfully market the financial products that manage everyday risks. I loved helping customers with their insurance and financial service needs so much that I decided to build my own agency.

Outside the office, I’m grateful for my wonderful family — my wife Rosa, to whom I’ve been married for 26 years, our son Thomas who proudly serves as a U.S. Marine, and our daughter Delia, currently in her third year at LIU.

In our office, we believe in creating a fun and friendly atmosphere where hard work is celebrated.

11 days ago

$23–$24.50 / hour

p>To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

Summary:

The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs.

30+ days ago

North Massapequa, NY

$24–$26.50 / hour

p>Summary:

The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually.

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

12 days ago

New York, NY

$38,000–$150,000 / year

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Licensing:

If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Monitor markets, research financial products, and stay updated with new developments in the financial sector.

3 days ago

Brooklyn, New York

strong>Veterinary Emergency & Referral Group (VERG - Brooklyn) in Brooklyn, NY is seeking a detail-oriented and customer-focused Veterinary Financial Service Representative to join our team and help manage the client financial aspects of our growing practice.

Work-Life Rewards - We offer a competitive wage, generous paid time off, medical, dental, and vision benefits, employer-funded HSA, paid family leave, 401 (k) with company match, continuing education allowance, pet care benefits, and more!

18 days ago

Brooklyn, New York

Work-Life Rewards - We offer a competitive wage, generous paid time off, medical, dental, and vision benefits, employer-funded HSA, paid family leave, 401 (k) with company match, continuing education allowance, pet care benefits, and more!

18 days ago

Morristown, NJ

Atlantic Health scored four “A” grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm. Responsible for supporting management in the billing and collection of accounts receivable for inpatient and outpatient accounts, cash application and reconciliation and/or resolving customer service issues.

30+ days ago

Morristown, NJ

Responsible for supporting management in the billing and collection of accounts receivable for inpatient and outpatient accounts, cash application and reconciliation and/or resolving customer service issues. Ensures insurance information is entered properly on accounts, process credit card payments, complete customer service forms for various customer service requests.

19 days ago

Greenvale, NY

$100,000–$200,000 / year

Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence.

We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance.

7 days ago

Stamford, CT

As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts.

7 days ago

$16–$17 / hour

p>Job 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.

30+ days ago

West Nyack, NY

Consider number of unauthorized or unscheduled absences a pattern of before and after-weekend absences tardiness and early departures and long meal periods in accordance with the policy Promotes a positive work attitude fostering teamwork and acceptance of management decisions Supports on-site training initiative for new Patient Services employees Assist co-workers whenever possible to achieve office goals and patient satisfaction Works independently takes initiative in completing assignments and does so without reminder Completes all miscellaneous work assigned by Director Assistant Director Manager Supervisor Team Leader or Physician accurately and in a timely manner Opens office as needed turns on copiers terminals and printers and updates computer for current days session Communicate with clinical staff to keep patient informed of appointment status Verifies insurance eligibility and coverage by phone independent website RTE or EPIC at time of service Verifies patient demographic and insurance information at time of visit. Act on notations and complete the check in process successfully Schedules Cancels Reschedules patient appointments as ordered by the physician adhering to scheduling policies and procedures Obtains HMO insurance referrals as required for maximum reimbursement of services rendered Notifies management or other departments appropriately using Clerical Templates for various issuesrequestsreasons Maintains supply inventories and equipment necessary for the effective performance of the job communicates supply needs to the office supervisor in a timely manner Maintains a neat organized orderly environment in the reception and waiting room areas including physician business cards brochures signage etc Closes office as needed ensuring all patients accounted for and discharged.

30+ days ago

East Hills, NY

$100,000–$200,000 / year

h3>Perks:

- High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*..
  We are seeking a Financial Advisor who is passionate about financial planning, building long-term client relationships, and delivering thoughtful, customized life financial planning guidance.

7 days ago

Clifton, NJ

Effectively respond to all customer inquiries received by various digital methods including telephone, fax, email chat regarding reporting of patient results, inquiries of tests and services, concerns of service failures and other duties needed to provide superior service. After successful completion of training, based on business need, one of the following shifts will be assigned: 8:30am - 5:00pm ET 9:30am - 6:00pm ET 10:30am - 7:00pm ET 11:30am - 8:00pm ETKnowledge: Knowledge of billing/finance and eligibility processes, practices, and conceptsAlign to Quest Culture & How We Work: CUSTOMER FIRST - We serve the needs of our patients and customers first and foremost.

17 days ago

New York, NY

We provide all new hires an 8 week long training program, which covers aspects such as an introduction to Bloomberg products and services, our clients, a broader insight into global financial markets, general daily inquiries, product setup and hardware, and troubleshooting. As a Bloomberg Customer Support professional, you have two critical focus areas: to provide excellent customer service to a broad range of clients, and ensure fast and effective management of various client workflows and Bloomberg terminal-related hardware/software issues.

30+ days ago

Paramus, NJ

$55,000–$120,000 / year

p>Job CategorySelect a Job CategoryAccountingAccounting/Finance/InsuranceAdministrativeCustomer ServiceEngineeringEquipment and Facilities MaintenanceInformation TechnologyMaintenanceManagementMarketingProductionPurchasingSalesServiceService ManagementTransportation.

At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.

30+ days ago

Whippany, NJ

$55,000–$120,000 / year

p>Job CategorySelect a Job CategoryAccountingAccounting/Finance/InsuranceAdministrativeCustomer ServiceEngineeringEquipment and Facilities MaintenanceFinanceInformation TechnologyMaintenanceManagementProductionPurchasingSalesServiceService ManagementTransportation.

At UniFirst, were a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.

30+ days ago

Clifton, NJ

$55,000–$120,000 / year

p>Job CategorySelect a Job CategoryAccountingAccounting/Finance/InsuranceAdministrativeCustomer ServiceEngineeringEquipment and Facilities MaintenanceInformation TechnologyMaintenanceManagementProductionPurchasingSalesServiceService ManagementTransportation.

At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.

30+ days ago

Jersey City, NJ

$55,000–$120,000 / year

p>Job CategorySelect a Job CategoryAccountingAccounting/Finance/InsuranceAdministrativeCustomer ServiceEquipment and Facilities MaintenanceInformation TechnologyMaintenanceManagementMarketingProductionPurchasingSalesServiceService ManagementTransportation.

At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.

30+ days ago

$40,736–$82,007 / year

Examples of specialized experience include: (1) Working with legal or medical records, documents or benefit/financial accounts which involve applying laws, rules or regulations and written established guidelines and procedures (e.g., basic accounting, accounts payable/receivable); OR (2) Experience conducting face to face and/or telephone interviews to obtain/provide information to resolve problems (e.g., collection agency, telemarketing, customer service, sales, etc.). This involves receiving incoming calls through SSAs National 800 number and conducting interviews to determining the nature of the call or provide information on SSA laws, rules and regulations and Medicare Insurance Programs; obtaining information in order to determine eligibility for programs administered by SSA; and using automation tools to access and update information about claims or potential eligibility.

24 days ago

Remote

$48,000–$67,000 / year

p>''416336'',''true'',''416336'',''false'',''Submission for the position: Market Support Representative- East Region (REMOTE) - (Job Number: 2600007C)'',''false'',''416336'',''false'',''true'',''Market Support Representative- East Region (REMOTE)'',''2600007C'',''UNITED STATES-Remote'',''UNITED STATES-Remote'',''UNITED STATES'',''UNITED STATES'',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*!

Collaborates with Distribution and all internal partners to meet customer's expectations and provide value-added solutions and meet growth and persistency objectives and manage customer's expectations, provide value-added service solutions, and promote our powerfully simple and agile model.

30+ days ago

Rockaway, NJ

Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.

Today

Colonia, NJ

Today

Colonia, NJ

6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.

10 days ago

Livingston, NJ

Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.

30+ days ago

Edison, NJ

30+ days ago

Edison, NJ

30+ days ago

4 days ago

Astoria, New York

li>Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.

Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). The UB Supervisor has the authority to assume managerial duties, when branch management is not present and can approve or override transactions, open new accounts, resolve issues, and educate Bank customers on our products/services and refers them to a licensed representative of ABS Associates of NY, Inc. when appropriate and is expected to support branch management with the opening/closing of the branch, as required.

ESSENTIAL DUTIES & RESPONSIBILITIES.

12 days ago

Bethpage, New York

ESSENTIAL DUTIES & RESPONSIBILITIES.

17 days ago

Massapequa, New York

ESSENTIAL DUTIES & RESPONSIBILITIES.

17 days ago

Port Washington, Washington

li style="text-align:justify">Prepare minutes, materials and reports (technical, financial and narrative) for various Boards and Committees including the County Board, Natural Resources Committee, Comprehensive Planning Board, Ozaukee Interurban Trail Advisory Council and other ad-hoc committees, boards and councils.

Working knowledge of and the ability to work with government agencies, boards, councils, committees, park user groups (e.g., disc golf, tennis, pickleball), friend’s groups, other community groups and non-profit organizations.

18 days ago

Iselin, NJ

$104,500–$130,500 / year

Work is primarily performed in a professional office environment with moderate noise levels typical of an active brokerage operation, in a fast-paced, deadline-driven setting that requires managing multiple priorities and responding to changing business needs. The Branch Manager is accountable for branch profitability, operational excellence, and market expansion through effective leadership, business development, and execution of transportation and logistics solutions.

23 days ago

Remote

$95,000–$110,000 / year

This player-coach leadership role oversees a Digital Inside Sales representative focused on inbound lead conversion, outbound prospecting, pipeline development, and follow-up on higher-value opportunities, as well as Customer Service team members responsible for customer inquiries, order support, and small quote opportunities.

What You'll Do at Justrite:

Own the inside sales revenue target for assigned digital lead and quote activity, and be accountable for improving lead response, quote conversion, pipeline contribution, customer follow-up, and repeat customer growth through stronger workflows, rep adoption, and digital selling discipline.

19 days ago

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Financial Services Representative Jobs in Brooklyn, NY

Financial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Financial Services Representative I, II, Senior Global Credit Union Home Loans LLC

Financial Services Representative - Upper East Side, NY Fidelity

Associate Financial Services Representative (hybrid) Northwell Health Inc

Associate Financial Services Representative-FlexStaff (TEMP) Northwell Health Inc

Associate Financial Services Representative Hybrid- FlexStaff Northwell Health Inc

Financial Services Representative - State Farm Agent Team Member Alberto Santana - State Farm Agent

Financial Services Representative Anthony Petrozzella - State Farm Agency

Financial Services Representative - Amityville Teachers Federal Credit Union

Financial Services Representative II - North Massapequa Teachers Federal Credit Union

Financial Services Representative Fifth Avenue Financial

Licensing:

Veterinary Financial Service Representative VERG Brooklyn

Veterinary Financial Service Representative EVG Specialty Network

Patient Financial Service Representative, Full Time, Days, Reconciliation, Morristown, NJ Atlantic Health System

Patient Financial Service Representative, Full Time, Day, 8a-4p, Reconciliation, Morristown, NJ Atlantic Health System Inc

Financial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Patient Financial Services Associate ONS MSO LLC

Member Services Representative StratAcuity Staffing Partners Inc

Patient Services Representative UnitedHealth Group Inc

Financial Service Executive Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Customer Service Representative - Billing II Quest Diagnostics Inc

2026 Bloomberg Customer Support Representative Portuguese Bloomberg LP

Outside Sales Representative - Paramus, NJ UniFirst Corp

Outside Sales Representative - Bloomfield, NJ UniFirst Corp

Outside Sales Representative - Clifton, NJ UniFirst Corp

Outside Sales Representative - Jersey City, NJ UniFirst Corp

Call Center Representative - DHA Social Security Administration

Market Support Representative- East Region (REMOTE) Equitable Financial Life Insurance Company

Sales and Service Banker, Rockaway, NJ Santander US

Sales and Service Banker, Colonia, NJ Santander US

Sales and Service Banker, Colonia, NJ Banco Santander (Brasil) SA

Sales and Service Banker, Livingston-Eisenhower, Livingston, NJ Banco Santander (Brasil) SA

Sales and Service Banker, Route 27, Edison, NJ Banco Santander (Brasil) SA

Sales and Service Banker, Amboy Avenue, Edison, NJ Banco Santander (Brasil) SA

Sales and Service Banker, Rockaway, NJ Banco Santander (Brasil) SA

Universal Banker Supervisor- Astoria Apple Bank

Universal Banker Supervisor- Bethpage Apple Bank

Universal Banker Supervisor- Massapequa Apple Bank

Administrative Assistant and Natural Resource Analyst Ozaukee County

Branch Manager, Road US DSV Road Transport Inc

Manager, Pipeline Creation and Digital Sales Performance Justrite Manufacturing Company LLC

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