Financial Services Representative Jobs in New York, NY
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.
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.
Global Payments
$50000 - $100000
Englewood, 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.
Global Payments
$40000 - $100000
Nyack, 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.
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.
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.
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.
Herc Rentals Inc
Newark, NJ
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.
Global Payments
$120000 - $150000
Great Neck, 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.
Global Payments
Linden, NJ
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.
Global Payments
$40000 - $150000
Wayne, 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.
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.
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."
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.-
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 .
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.
Hackensack Meridian Mountainside Medical Center
Montclair, New Jersey
S&P Global
$124192 - $183028
New York, NY
Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp_0525-Recruitment-Fraud-Alert.pdf) . The Team: Financial Risk Analytics (FRA) provides innovative products and solutions designed to help financial institutions and asset managers effectively measure and manage their counterparty credit risk, market risk, regulatory capital, and derivative valuation adjustments.
Atlantic Health System
Morristown, NJ
Our teams of registered dietitians are experts in medical nutrition therapy, diabetes education, preventative medicine, behavioral change strategies, adult and child weight management, integrative medicine and mindfulness training, and the latest nutrition research. In addition, Leapfrog recognized us with an \"A\" hospital safety grade - its highest - twelve consecutive times, and the Centers for Medicare and Medicaid Services awarded us again with its highest five-start rating in 2020.
Atlantic Health System
Morristown, NJ
Our teams of registered dietitians are experts in medical nutrition therapy, diabetes education, preventative medicine, behavioral change strategies, adult and child weight management, integrative medicine and mindfulness training, and the latest nutrition research. In addition, Leapfrog recognized us with an \"A\" hospital safety grade - its highest - twelve consecutive times, and the Centers for Medicare and Medicaid Services awarded us again with its highest five-start rating in 2020.
Platinum Filings
Valley Stream, NY
Your Role as Client Service Representative: As a vital member working directly in our Valley Stream, NY office, you will play a critical role in ensuring a first-class client experience. Specializing in the searching, filing, and retrieval of public records nationwide and globally, we serve leading law firms, corporations, and financial institutions with disruptive speed and efficiency.
Atlantic Health System
Pompton Plains, NJ
Our teams of registered dietitians are experts in medical nutrition therapy, diabetes education, preventative medicine, behavioral change strategies, adult and child weight management, integrative medicine and mindfulness training, and the latest nutrition research. We were awarded the American Heart Association/American Stroke Association’s Get With The Guidelines®-Stroke Gold Plus Quality Achievement Award with Target: Stroke Honor Roll Elite.
Paybility Financial
New York, NY
Paybility Financial is dedicated to helping small businesses lower credit card processing costs through flexible programs, transparent pricing, and reliable support. We are seeking Independent Sales Representatives (1099 contractor role) to partner with small business owners and introduce them to cost-saving payment processing solutions.
Driving Academy
$18 - $25
Linden, NJ
Communicates with customers and leads to identify and understand their needs; identifies and suggests programs and packages to meet those needs and obtain authorizations from leads with the highest level of integrity. We are the Driving Academy, we provide affordable, state-approved classroom and behind-the-wheel lessons for people who are aspiring to earn a Commercial Drivers License (CDL), and we are growing by the day.
Driving Academy
$18 - $25
Wayne, NJ
Communicates with customers and leads to identify and understand their needs; identifies and suggests programs and packages to meet those needs and obtain authorizations from leads with the highest level of integrity. We are the Driving Academy, we provide affordable, state-approved classroom and behind-the-wheel lessons for people who are aspiring to earn a Commercial Drivers License (CDL), and we are growing by the day.
Northwestern Mutual
$500 - $1000
New York, New York
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.
First Atlantic Federal Credit Union
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.
Driving Academy
$18 - $25
Linden, NJ
Communicates with customers and leads to identify and understand their needs; identifies and suggests programs and packages to meet those needs and obtain authorizations from leads with the highest level of integrity. We are the Driving Academy, we provide affordable, state-approved classroom and behind-the-wheel lessons for people who are aspiring to earn a Commercial Drivers License (CDL), and we are growing by the day.
Driving Academy
$18 - $25
Wayne, NJ
Communicates with customers and leads to identify and understand their needs; identifies and suggests programs and packages to meet those needs and obtain authorizations from leads with the highest level of integrity. We are the Driving Academy, we provide affordable, state-approved classroom and behind-the-wheel lessons for people who are aspiring to earn a Commercial Drivers License (CDL), and we are growing by the day.
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.