Financial Services Representative Jobs in New York, NY

GEICO Customer Service Representative

GEICO

$21.88 - $34.6

Massapequa, NY

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Customer Service Representative (Work From Home)

Spade Recruiting

$50000 - $60000

New York City, NY

This is a fully remote position, allowing you to work from anywhere while developing valuable skills in communication, client management, and leadership within a structured and supportive environment. In this position, you’ll connect with union members and their families, helping them understand and access benefit programs designed to support their financial well-being.

Sales Representative - Software

Global Payments

$50000 - $100000

Pompton Lakes, NJ

During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Activities include explaining our value proposition and demonstrating our cloud based Point of Sale solution, upselling current clients on other Global Payments products and services, and maintaining regular communication with the Point of Sale District Manager.

Outside Sales Representative - Software

Global Payments

$40000 - $100000

Valley Stream, NY

As an Outside Sales Executive, POS, you’ll be responsible for prospecting, presenting, and closing sales of Genius® and related Global Payments technology solutions to small and mid-sized merchants across restaurant, retail, and service industries. At Global Payments, you’ll represent Genius®—our industry-leading, cloud-based Point of Sale (POS) and payment platform that helps merchants simplify checkout, streamline operations, and grow their business.

Entry-Level Financial Advisor

New York Life - The Rabasco Team

Uniondale, NY

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Financial Advisor - Training Provided

Thoroughbred Advisors - National Life Group

White Plains, NY

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.

Retail Customer Service Associate

FedEx

Stamford, CT

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Territory Sales Representative

Herc Rentals Inc

Bronx, NY

Founded 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.

Partner Sales Executive

Global Payments

$120000 - $150000

Plainview, NY

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Global Payments (Fortune 500 fintech leader) is hiring Outside Sales Executives to maintain bank and credit union partnerships and bring modern POS + payments solutions (Genius®) to business clients.

Director, Class Creator

Global Payments

Spring Valley, NY

The DGM will manage the core operations team based out of Australia which includes the development resources, (2) Developers + (2) offshore contractors, (1) Operations Coordinator, (1) AUS based Sales Representative and (1) Marketing Manager, as well as the US based team comprised of the (2) Customer Success Managers and the (2) Sales Representatives. The Director/General Manager (DGM), Class Creator carries dual accountability of leading the CC business and carrying the responsibility for increasing revenue growth through new sales and upsell to existing clients in both established territory and breaking into new markets.

Core - GE RM

Global Payments

$40000 - $150000

Pine Brook, NJ

This is a role for driven, tech-savvy sales professionals who want to make an impact—selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. As an Outside Sales Executive, Payment Technology, you’ll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius®, our industry-leading Point of Sale and payment platform.

Outside Sales Rep

United Rentals

$70000 - $110000

Elmwood Park, NJ

If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! We're an award-winning company (recently named a Glassdoor Best Place to Work in 2026) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family.

ProSales Associate (Entry Level Sales)

Herc Rentals Inc

Bronx, NY

Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Herc Rentals' parent company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under the symbol "HRI."

Financial Services Representative

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

$90000 - $130000

East Hills, NY

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.

Financial Services Representative

Fifth Avenue Financial

$38000 - $150000

New York, NY

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.

Financial Services Representative

Center for Wealth Preservation

$80000 - $250000

Woodbury, NY

CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. Unmatched Support– Financial planningwithexpert case designfromourattorney and CFP on staff, as well as an in-house dedicated marketing team.

Financial Services Team Associate

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

$100000 - $200000

Greenvale, NY

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.

AIM/OMS Implementation Specialist, Enterprise Services, Financial Solutions

Bloomberg

$120000 - $175000

New York, NY

The Implementation Team plays a critical role in launching successful client engagements by delivering buy-side industry expertise and best practice trading workflows across a diverse range of client types. Our mission is to provide scalable asset management technology that enables clients to grow assets, expand into new markets or asset classes, and evolve their investment strategies on a fully hosted platform without disruption.

Financial services professional

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

$90000 - $130000

East Hills, NY

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.

Analyst – Financial Advisory Services

Career Launch AI

$100000 - $150000

New York, NY

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.

Work From Home - Entry-Level Financial Services Consultant II

Virgo & Aries LLC

Flushing, NY

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Patient Services Representative I, Oncology Services - Breast Imaging Center

University Hospital, Newark NJ

$27.34 - $28.16

Newark, New Jersey

As the principal teaching affiliate of Rutgers New Jersey Medical School and the only state-certified Level 1 Trauma Center in Northern New Jersey, University Hospital is training the next generation of physicians and advancing science to discovery while taking exceptional care of patients, regardless of their financial situation. Notifies patients of University Hospital policies in reference to patient care and provides excellent customer services and patient satisfaction.

Sales Account Representative - Security Advanced Services

Johnson Controls Inc.

$72700 - $109300

New York, NY

What We Look ForRequired- Field Sales role must live in the surrounding area (NYC)- A Bachelor's degree or equivalent work experience- At least 5 years of successful direct sales experience in the selling large, advanced security systems, IT, and technology sectors, with a minimum of 3 years focusing on major accounts.- A proven track record with central control systems and monitoring devices, such as CCTV, Perimeter and Intrusion Detection Systems, and Access Control.- Demonstrable success in achieving sales figures between $1-3 million in integrated security business.-

Client Services Representative (CSR)

Schwarzman Animal Medical Center

$19 - $24

New York City, NY

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. As a Client Services Representative (CSR) at the Animal Medical Center, duties will include but may not be limited to keeping accurate medical records, clerical work, client education, and support of the Director of Clinical Services, Client Services Managers, and other team members.

Per Diem, Patient Access Services Representative - Evening Shift - Mineola

NYU Langone Medical Center

Mineola, NY

Perform financial clearance for claim processing during registration by interviewing patients, collecting and recording all necessary information such as proper insurance, payor plan choice, billing address, and guarantor and, or subscriber information assigned in the ADT system. NYU Langone Hospital—Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery.

Phlebotomist / Patient Services Representative

GTT

Nanuet, NY

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.

Phlebotomist Patient Services Representative

GTT

West Nyack, NY

This role is responsible for drawing high-quality blood samples, preparing specimens for laboratory testing, and ensuring accuracy, confidentiality, and an exceptional patient experience in a fast-paced clinical environment. Serving millions of patients and healthcare providers worldwide, they are committed to a healthier world, inclusive care, and building value for all stakeholders.

Part Time Patient Services Representative

UnitedHealth Group

$16 - $27.69

West Nyack, NY

Determines 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 checks, cash or credit card in compliance with Cash Control Policies and Procedures. The Patient Services Representativegreets and registers patients in a prompt, pleasant and helpful manner, as well as instructs, directs, and schedules patients and visitors.

Financial Assistance Representative - South/Central NJ

Hackensack Meridian Health

Holmdel, New Jersey

The Financial Assistance Representative is responsible for screening patients who have no insurance or are under insured for State of New Jersey (NJ) Medicaid, State of NJ Charity Care or State of NJ Get Covered NJ Marketplace and assist in completing the appropriate applications, either face to face (bedside or office appointment) or by phone. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.

Per Diem, Patient Access Services Representative - Evening Shift - Mineola

NYU Langone Health

$23.17

Mineola, NY

Perform financial clearance for claim processing during registration by interviewing patients, collecting and recording all necessary information such as proper insurance, payor plan choice, billing address, and guarantor and, or subscriber information assigned in the ADT system. NYU Langone Hospital—Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery.

Patient Services Representative

Prism Vision Group

$18 - $31.89

Jersey City, New Jersey

Obtain legal photo identification and (if applicable) insurance card(s) and validate patient identity and coverage prior . to services being rendered to ensure patient safety and financial reimbursement. executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle .

Enterprise Data Sales Representative (EDSR) - Bloomberg Financial Solutions

Bloomberg

$125000 - $185000

New York, NY

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. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

Guest Services Representative

Hackensack Meridian Mountainside Medical Center

Montclair, New Jersey

Phlebotomist Patient Services Representative II

GTT, LLC

$19.85 - $21.8

Woodland Park, NJ

Leveraging the world’s largest clinical laboratory database, the organization delivers insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management for millions of patients and providers worldwide. Job Number:26-00987Job Description:The Patient Services Representative II (PSR II) is a patient-facing professional responsible for performing high-quality phlebotomy and specimen processing while delivering exceptional customer service.

Phlebotomist / Patient Services Representative

GTT, LLC

$19.85 - $21.8

Nanuet, NY

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.

Phlebotomist Patient Services Representative

GTT, LLC

$17 - $21

New York, NY

Responsibilities include performing clinical and forensic specimen collection and processing, maintaining required records and documentation, and demonstrating organizational commitment while promoting a positive image to patients, clients, employees, and the public. Pay Rate: $17.00 – $21.00/hrJob DescriptionThe Patient Services Representative I (PSR I) represents the face of the organization to patients seeking routine care or important health insights.

Sales Representative, Financial Risk Analytics

S&P Global

$124192 - $183028

Eatontown, NJ

The primary function of the Member Services Representative / Specialist is to assist the member with all financial transactions, completes member profile documentation in order to ensure optimum sales outcome for each member, identify products/services that might be beneficial to customers and provides information about their value and benefit, develops and maintains meaningful member relationships with all members focusing on making First Atlantic the Primary Financial Institution, provide outstanding member service, complete functions such as member account maintenance, opening new accounts, answering member calls and processing loans. We are seeking a Member Service Representative / Specialists Floater to live out our Mission and Vision by working directly with the COO, the Branch Manager and the Assistant Branch Manager to provide exceptional customer service to internal and external members.

College Financial Representative, Internship Program

Northwestern Mutual

$500 - $1000

Paramus, New Jersey

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Bilingual Customer Service Representative (Spanish Speaking)

Allstate Insurance-Tom Birks Agency

$37500 - $45000

Bloomfield, NJ

Our Customer Service Representative will be responsible to provide exceptional customer service to our current and new clients, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have. Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.