1,596 Results for

Financial Services Representative Jobs in New York, NY

Jobs

East Brunswick, NJ7 days ago

$23–$24 Per Hour

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. With a keen eye for detail and a passion for numbers, you will play a crucial role in maintaining our financial health and helping us achieve our strategic goals.

New York, NY11 days ago

$34,320 Per Year
Full-time

li>Manage the application process; transfer data/information taken from the member/applicant into appropriate information systems; review required disclosures with members for accuracy; ensure the accurate preparation of application forms required by UNFCU, in compliance with all related regulations and laws; perform analysis of required documents to appropriately advise membership; monitor regulatory environment for possible changes that may affect residential mortgage lending procedures/guidelines; assist in the resolution of problem situations and commitment conditions.

Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.

New York, NY7 days ago

$200,000–$250,000 Per Year

New!

New York, NY1 day ago

$100,000–$120,000 Per Year

li>Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Responsibilities:

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.

New!

Farmingdale, NYToday

$65,000–$120,000

Reasonable 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.

Morris Plains, New Jersey25 days ago

$19.70–$26.60 Per Hour
Full-time

Actual starting pay is determined by experience relative to the job, market level, specific location, and other job-related factors permitted by law. Regular full- and part-time employees who complete 91 days of employment and work a minimum average of 12 hours per week are eligible to enroll in medical, dental, and/or vision coverage.

Adoption Assistance Program (regular part-time/full-time employees with 12 months continuous service), LTD & STD Disability (regular full-time employees after completing 180 days of active employment), Life Insurance (part-time/full-time employees are eligible for basic and supplemental life insurance and accidental death and dismemberment (AD&D) on date of hire.

Uniondale, NY9 days ago

Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients. Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales.

New York, NY30+ days ago

Full-time
Employee

In addition, the role provides dedicated administrative and operational support to the local Managing Partner and management team, ensuring smooth office operations and streamlined processes for agency stakeholders. Success in this role requires strong relationship-building skills, organizational effectiveness, clear communication, discretion, and a proactive approach to problem-solving.

New!

East Hills, NY3 days ago

$90,000–$130,000 Per 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.

Mount Vernon, NY30+ days ago

$49,284–$73,391 Per 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.

New!

New York, New York5 days ago

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.

Martinsville, NJ30+ days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. ABOUT OUR AGENCY: Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication.

Jersey City, NJ30+ days ago

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.

North Massapequa, NY12 days ago

$24–$26.50 Per 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.

New!

New York, NY3 days ago

$38,000–$150,000 Per 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.

Rosedale, NY11 days ago

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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.

New!

Woodbury, NY3 days ago

$80,000–$250,000 Per Year

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CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support.

Brooklyn, New York18 days ago

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!

Brooklyn, New York18 days ago

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!

Stamford, CT30+ days ago

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 agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. 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.

New Brunswick, NJ30+ days ago

p>Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption.

Rutgers, The State University of New Jersey is seeking a Program Coordinator I to serve as Student Financial Services Center Representative in the department of Student Accounting, Billing and Cashier Services (Student ABC) within University Finance and Administration (UFA).

Paramus, New Jersey30+ days ago

p>Analyze, identify and report areas of high-volume error, for enhanced automation opportunity in Paragon or Claims Administrator, or corrective actions in front end areas. Communicate with the front-end departments, i.e. Patient Access, Ancillary Departments, and Medical Records for edits related to the respective area.

NY9 days ago

Remote

Obtains patient insurance authorization required for services; Documents authorization approvals and denials in computer systems; may financially screen patients, evaluating and assessing all self-pay patients pre-registered or inpatient/outpatient, to establish method of payment; Informs and counsels patient/patient representative regarding available financial assistance; Collects money due from patient at time of service; May preform billing, receivable and related functions. 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).

Morristown, NJ30+ days ago

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.

Morristown, NJ19 days ago

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.

Morristown, NJ19 days ago

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. Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report's 2025-2026 Best Hospital rankings.

Morristown, NJ19 days ago

Jersey City, NJ30+ days ago

As ProServe's customer facing relationship owner you'll be primarily focused on understanding and defining business outcomes for customers by building trust, identifying applicable AWS Professional Services offerings, and creating proposals and securing customer signoff of SOW's. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.

New York City, NY12 days ago

$142,200–$199,100 Per Year

p>Responsibilities:

Proactively manage and deepen relationships with existing advertising partners, both with agencies and directly with clients to drive year-over-year revenue growth. With 100,000+ active communities and approximately 126 million daily active unique visitors, Reddit is one of the internet's largest sources of information.

Greenvale, NY7 days ago

$100,000–$200,000 Per 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.

New York City, NY24 days ago

$135,100–$189,200 Per Year

li>Proactively manage and deepen relationships with existing advertising partners, both with agencies and directly with Fortune 500 clients to drive year-on-year Reddit revenue growth. This person will closely collaborate with Client Partner on campaign execution and optimizations to help agencies and advertisers achieve their marketing objectives on the fast-growing Reddit platform.

New York, NY14 days ago

$100,000–$150,000

A leading middle-market investment bank or advisory firm may seek a Financial Advisory Services Analyst to support clients on M&A advisory, restructuring, valuations, and strategic financial consulting. This Financial Advisory Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New!

Darien, CT4 days ago

$78,500–$100,000 Per Year

p>NIQ may utilize artificial intelligence (AI) tools at various stages of the recruitment process, including résumé screening, candidate assessments, interview scheduling, job matching, communication support, and certain administrative tasks that help streamline workflows. To learn more about our ongoing efforts in diversity and inclusion, please visit the https://nielseniq.com/global/en/news-center/diversity-inclusion.

Greenwich, Connecticut30+ days ago

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General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

Stamford, CT7 days ago

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.

NY30+ days ago

$16–$17 Per 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.

NY30+ days ago

$125,000–$185,000 Per Year

p>View our Benefits: [2] https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601.

You will be responsible for sales across our Enterprise Data Product suite including Data Management Solutions (DMS and DL+), Reference Data, Real-Time data feeds, Regulatory Solutions and the Bloomberg Valuation Service (BVAL) to both new prospects and an existing book of business.

Parsippany, NJ30+ days ago

$44,013–$60,518 Per Year

Reporting to the Commercial Contractor & Guarantee Services Manager, the Guarantee Services Representative will be expected to build and maintain close relationships with GAF's customers and sales organization and provide world-class, white glove support. 4. Other exciting programs and perks are available to help employees achieve work-life balance, including (but not limited to) a wellness program, free financial coaching, a referral program, and product rebates when purchased for an employee's primary residence.

West Nyack, NY30+ days ago

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.

Berkeley Heights, NJ23 days ago

$166,000–$322,000 Per Year

This role is responsible for strengthening customer retention and generating new revenue by identifying key business events to introduce value-added services, aligning solutions with customer objectives, and collaborating with account teams and partners to ensure services are integrated into broader business plans and positioned effectively to meet customer needs. Job Description: The Services Sales Representative is a strategic, sales role focused on driving renewals, conversions, and revenue growth within Enterprise customer segments by expanding existing relationships through upsell and cross-sell opportunities.

Purchase, New York21 days ago

Remote

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Provides members with account information and performs account transactions including accepting loan applications, opening accounts, and processing transfers, withdrawals, and other deposit product servicing functions. The Member Service Representative is responsible for educating members about self-service options and must be able to sell/cross sell products and services to new and existing members of the Credit Union.

New!

East Hills, NY3 days ago

$90,000–$130,000 Per Year

At Blue Ocean Wealth Solutions, LLC, we’re building a powerhouse team of motivated professionals through hands-on leadership, entrepreneurial guidance, and a proven mentorship model designed to launch rewarding, long-term careers. As a proud partner of MassMutual, we combine the personalized support of a local firm with the strength, stability, and reputation of one of the most respected names in the financial services industry.

NY12 days ago

$60,000–$70,000 Per Year

As a business partner, the TSP regularly leads direct sourcing initiatives with representatives of Client corporate functions (Talent Acquisition, Human Resources Operations, Vendor Management, Information Systems, Risk Management) and third party suppliers.

Validate new openings, review matched candidates, submit best matches to hiring managers, communicate with and guide candidates through the process, facilitate manager decision making.

NY30+ days ago

Remote

$100,000–$130,000 Per Year

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support the growth of Alera Group's Financial Services business by building supervision practices that scale with new advisors, entities, and platforms.

New!

New York City, NY3 days ago

$139,000–$188,000 Per Year

li>Extensive experience selling complex SaaS solutions (enterprise resource planning, supply chain management and/or human capital management) into Fortune 2000 companies. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to people@anaplan.com before taking any further action in relation to the correspondence.

Yonkers, NY12 days ago

$19–$24 Per Hour

p>Highlights include: A brand-new full floor surgical center, 1.5 Tesla Philips MRI (the exclusive high field MRI for small animals in NYC), 64-slice spiral CT scanner, Electroencephalography (EEG), Elekta Versa HD Linear Accelerator, In-house Laboratory, Ultrasound, Echocardiogram, and Mobile Cone Beam CT.

Pay Range

$19—$24 USD

Excellence in veterinary medicine since 1910.

East Meadow, NY30+ days ago
$28.50–$34 Per 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.
Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs.

Union, NJ30+ days ago
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sales Manager.

Nanuet, NY30+ days ago
Required to support multiple Patient Service Center and in-office locations as neededPosition SummaryThe Patient Services Representative II (PSR II) serves as the face of the organization to patients and plays a critical role in specimen collection and patient experience. This position is responsible for drawing high-quality blood samples, preparing specimens for testing, and ensuring a professional, safe, and compassionate environment while maintaining confidentiality and accuracy of patient information.

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Financial Services Representative Jobs in New York, NY

Accounts Receivable Representative Jobot

Mortgage Representative United Nations Federal Credit Union

Non-Equity Partner – Multiple Practice Areas Jobot

Financial Professional - Nyc New York Life - Kaysilyn Lawson

Outside Sales Representative - Paid Weekly - Paid Training Safe Haven Security

Retail Customer Service Associate FedEx

Insurance Sales Agent New York Life - Uniondale

Insurance Onsite Relationship Representative Eclaro

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

Financial Services Representative – State Farm Agent Team Member Manny Coby - State Farm Agent

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

Financial Services Representative II - North Massapequa Teachers Federal Credit Union

Financial Services Representative Fifth Avenue Financial

Licensing:

Financial Services Representative Anthony Petrozzella - State Farm Agency

Financial Services Representative Center for Wealth Preservation

Veterinary Financial Service Representative VERG Brooklyn

Veterinary Financial Service Representative EVG Specialty Network

Financial Services Representative - State Farm Agent Team Member Soribel Almanzar - State Farm Agent

PROGRAM COORDINATOR I (Student Financial Services Center Representative ) Rutgers The State University of New Jersey

Patient Account Representative - Patient Financial Services- Per Diem Flexible Shifts - (27038P) Bergen New Bridge Medical Center

Senior Patient Access Services Representative - Financial Clearance Northwell Health Inc

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

Patient Financial Service Representative, Full Time, Days, 8a-4p, PFS - Revenue Cycle Integrity, Morristown, NJ Atlantic Health System Inc

Patient Financial Service Representative, Full Time, Days, 7a-3p, PFS - Revenue Cycle Integrity, Morristown, NJ Atlantic Health System Inc

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

Sr ProServe Account Executive - Financial Services, NAMER FINANCIAL SERVICES Amazon.com Inc

Senior Client Partner, Large Customer Sales Financial Services Reddit Inc

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

Client Account Manager, Large Customer Sales Financial Services Reddit Inc

Analyst – Financial Advisory Services Career Launch AI

Sales Manager - Financial Services Team Nielsen Consumer LLC

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Bank

Patient Financial Services Associate ONS MSO LLC

Member Services Representative StratAcuity Staffing Partners Inc

Enterprise Data Sales Representative EDSR - Bloomberg Financial Solutions Bloomberg LP

Guarantee Services Representative GAF Materials LLC

Patient Services Representative UnitedHealth Group Inc

Services Sales Representative (North East) Hewlett Packard Enterprise Co

Temporary Member Services Representative - REMOTE Quorum Federal Credit Union

Financial services professional Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Talent Sourcing Partner (Financial Services) PRO Unlimited, Inc.

Supervision Manager - Financial Services Alera Group Inc

Enterprise Account Executive - Financial Services Anaplan Inc

Client Services Representative (CSR) Schwarzman Animal Medical Center

Premier Financial Representative - East Meadow Teachers Federal Credit Union

Insurance and Financial Services Position - State Farm Agent Team Member David Roy - State Farm Agent

Phlebotomist / Patient Services Representative GTT

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