203 Results for

Financial Services Representative Jobs in Syracuse, NY

Jobs

New!

East Syracuse, NY1 day ago

$60,000–$87,300 Per Year

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Establish contact with prospects and qualify potential buyers of new construction and service contracts by scheduling sales calls, following up on leads and using outlined marketing strategies. In this challenging and rewarding role the responsibilities will include expertly representing the Company with respect to the promotion and sale of Fire Sprinkler service offerings to various customers and end users within assigned territory and accounts.

New Windsor & Warwick, NY30+ days ago

ROLE DESCRIPTION: As a Insurance & Financial Service Representative with Phil Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

New York30+ days ago

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Working closely with Sales, Marketing, and Solutions teams, the Lead Business Development Representative leverages market insights, partner signals, and industry knowledge to uncover new opportunities and accelerate engagement with prospective clients.

A Lead Business Development Representative plays a critical role in driving SimCorp’s commercial momentum by expanding the top of the funnel and fueling revenue growth across the Americas.

New York30+ days ago

p style="text-align:inherit">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.

Need Help?.

New York15 days ago

$100,000–$120,000 Per Year

Project Manager or Client Services Director;

Ensures client and project requirements are being met with the highest quality and accuracy through verification and communicating routinely with both the client and internal partners;

Consistently delivers proactive communication with clients and when client issues arises addresses those issues or expeditiously escalates to the Sr.

Serves as the primary liaison with key client representatives with the goal of owning the service delivery relationship;
Drives overall client satisfaction through effective coordination and communication of client deliverables;
Effectively executes project forecasts and work schedules implemented by the Sr.

New York15 days ago

p>The Stakeholder Services Representative must be able to comprehend and resolve technical issues, working independently in a team environment, performing highly complex tasks resolving inquiries impacting Market Participant interactions with NYISO’s market systems and grid operations.

Maintain current knowledge of the energy industry and NYISO system applications by following pertinent industry energy news as well NYISO technical bulletins, documentation changes and market design enhancements impacting NYISO’s Market Services Tariff (MST) and Open Access Transmission Tariff (OATT).

New!

New York4 days ago

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.

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.

New York15 days ago

p>We have recently become aware that individuals not associated with Jack Morton have fraudulently used our name – and the names of some of our employees – to solicit applications for fake jobs, to conduct fake job interviews and to make fake job offers. The Planner works closely with senior team members and client stakeholders to deliver seamless, high-quality experiences with a strong attention to detail and operational excellence.

Lincoln, New York30+ days ago

You’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred.

Learn more about Allstate India Private Limited.

Oswego, New York18 days ago

$500–$1,000 Per Year
Intern

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.

Liverpool, NY14 days ago

$17–$19 Per Hour

Deliver exceptional customer experiences, including proactively greeting customers, using their name, and ending each interaction in person or by phone by saying, "Thank you for banking with Pathfinder Bank," while maintaining confidentiality of all customer records and documents. Position Summary: Fosters a positive and professional customer service experience during all interactions with customers, co workers and third party relationships while adhering to proper customer identification procedures, confidentiality and data protection requirements.

Cicero, NY28 days ago

$17–$19 Per Hour

East Syracuse, NY30+ days ago

li>Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.

A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor.

North Syracuse, NY17 days ago

Maintains complete and accurate accounting of all transactions completed at the Member Service Representative station that includes verification of starting cash, balances brought forward from the previous day, balancing of cash/transactions when relieved from Member Service Representative station during operating hours and completes balancing procedures at the close of business. Performs routine member transactions, including, but not limited to deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling of money orders and the daily scanning of checks.

Oswego, NY30+ days ago

$17–$19 Per Hour

This role contributes to customer transactions, deposit account servicing, and branch support across multiple locations, ensuring a high level of service and adherence to banking regulations.

Pathfinder Bank is seeking a Customer Service Representative (Floating) to support operations within a community banking and financial services environment.

Skaneateles Falls, New York11 days ago

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Foster and maintain customer relationships to facilitate growth with channel partners, such as the key account manager, field engineers, and the commercial sales team, assisting them to sell service contracts at different product life cycles.

Syracuse, NY30 days ago

$29,053–$60,138 Per Year

p>California Residents: When you express interest in or apply for a job with TruGreen Limited Partnership, we collect personal information about you, potentially including personal identifiers, contact information, protected classifications, pre-hire information, professional or employment-related information, education history, and/or medical information, for the following business purposes: to comply with state and federal law and regulations requiring employers to maintain certain records; to evaluate your job application and candidacy for employment; and to obtain and verify background checks (including criminal and motor vehicle records), pre-employment drug testing, and references.

You are responsible for delivering superior customer support throughout the day by answering customer calls and problem-solving to help customers continue to live life outside.

Syracuse, New York15 days ago

p>While performing the duties of this position, the employee may occasionally be required to stand, walk, or sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch, or crawl; and talk or hear.

We’re looking for an Enteral Customer Service Representative who wants their work to mean something — someone who brings care, accountability, and clarity to every patient interaction, and who understands that the referral and intake process sets the tone for the entire care journey.

Syracuse, New York15 days ago

Employees in this position may be required to assist directly - or coordinate appropriate assistance - to ensure access to LUX Infusion’s services for individuals with disabilities, including patients, visitors, employees, or others.

New York15 days ago

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This job is located at 168 Nagle Ave., New York, NY 10040.

New York Pay Band .

New York15 days ago

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This job is located at 168 Nagle Ave., New York, NY 10040.

New York Pay Band .

Syracuse, NY30 days ago

Essential Job Functions/Responsibilities: Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions. Responsibilities include (but are not limited to) resolving member issues, understanding, and addressing financial needs with empathy, and fostering relationships with members to enhance satisfaction.

New!

Syracuse, NY2 days ago

$29.29–$39.05 Per Hour

Share%40amtrak.com%7C0a39d6d52c264e77aef108dab90325d3%7C6197edc201c04b2489198f827d5c4dfa%7C0%7C0%7C638025720410506269%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=xVu%2FMiDV5kpuIQTV5F9Cs0fmwX2brqxBrSJ3%2Bvuc50I%3D&reserved=0" rel="nofollow">here.

Our values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak.

Syracuse, NY30+ days ago

$29.29–$39.05 Per Hour

p>Our values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak.

In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.

East Syracuse, NY30+ days ago

$60,000–$87,300 Per Year

For details, please visit the About Us tab on the Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us#LI-JH1#SalesHiring.

Establish contact with prospects and qualify potential buyers of new construction and service contracts by scheduling sales calls, following up on leads and using outlined marketing strategies.

Syracuse, New York22 days ago

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Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions.

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

New York30+ days ago

p>Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. We will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.

Syracuse, NY21 days ago

The function of an Associate Financial Consultant is to assist in the growth and development of an existing book of established client relationships, work and develop referrals within an assigned territory of CBNA Branches while collaborating with a Senior Financial Consultant. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Permanent, NY9 days ago

This role is primarily focused on originating equipment finance and working capital solutions for established businesses, with an emphasis on relationship-driven sales and repeat business. A well-established equipment finance company is seeking an experienced Sales Representative to develop and manage direct end-user relationships throughout the Northeast and Mid-Atlantic regions.

New!

New York4 days ago

Remote

Fanatics has an established database of over 100 million global sports fans; a global partner network with approximately 900 sports properties, including major national and international professional sports leagues, players associations, teams, colleges, college conferences and retail partners, 2,500 athletes and celebrities, and 200 exclusive athletes; and over 2,000 retail locations, including its Lids retail stores. Every single day our team of experienced product leaders, engineers, and operators obsesses over how to create the ultimate collector experience with our products: Topps.com, the direct to consumer ecommerce platform of the Topps brand, Fanatics Collect, the most trusted and dynamic collector focused marketplace, and our collector focused live shopping platforms, Fanatics Live and Voggt.

New York30+ days ago

p style="text-align:inherit">The Director of Business Development identifies and manages the implementation of core strategic initiatives as it relates to the Tax, Employee Benefits and Private Client Services practice groups’ business priorities.

Ensure consistent implementation of key initiatives and recommend strategies to cross-sell across practice areas, including collaborating with the Firm’s marketing, brand and sales enablement teams.

Cazenovia, New York30+ days ago

Responsibilities:

Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism .

East Syracuse, New York25 days ago

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Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism . Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

New!

Syracuse, NY1 day ago

As a Consultative Sales Rep focused on Cloud & IT Solutions, you will help customers modernize infrastructure, improve security, enable collaboration, and support growth through technology solutions delivered through our partner, Advance2000.

BUILD RELATIONSHIPS & GROW ACCOUNTS
- Serve as a trusted advisor for existing CADimensions customers by identifying opportunities to improve infrastructure, security, collaboration, and IT operations.

New!

Syracuse, New York4 days ago

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. The Resident Services Manager’s primary goal is to assist the Community Manager with the property’s daily operations and management, with a detailed focus on account receivables and servicing our residents.

Oswego, NY30+ days ago

$17.44–$18.10 Per Hour

More than 1,200 employees spread throughout its 17 locations, work for the Oswego Health system, which includes the 164-bed community hospital with a brand new Medical Surgical Unit, a 32-bed state-of-the-art psychiatric acute-care facility with multiple outpatient behavioral health service locations, The Manor at Seneca Hill, a 120-bed skilled nursing facility, and Springside at Seneca Hill, an independent retirement community. The health system also operates Oswego Health Home Care, the only hospital-based certified home healthcare agency in the County as well as two outpatient centers, including the Fulton Medical Center, offering urgent care, lab, medical imaging, physical therapy, and occupational health services; and the Central Square Medical Center, offering urgent care, lab, medical imaging, and physical therapy services.

Minoa, NY30+ days ago

$17.30–$21.70 Per Hour

Headquartered in Whippany, New Jersey, Suburban Propane has been in the customer service business since 1928 and is a nationwide distributor of propane, renewable propane, renewable natural gas ("RNG"), fuel oil and related products and services, as well as a marketer of natural gas and electricity and producer of and investor in low carbon fuel alternatives, servicing the energy needs of approximately 1 million residential, commercial, governmental, industrial and agricultural customers through approximately 700 locations across 42 states. Because we care about the physical, mental, and financial wellbeing of our employees and provide them with competitive pay plus incentive potential and an outstanding benefits package including: Medical, dental, and vision (eligibility after just 30 days of employment).

Cazenovia, NY30+ days ago

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism.

Oneida, NY30 days ago

A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.

Syracuse, NY14 days ago

The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Syracuse, NY15 days ago

Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

Usa, New York30+ days ago

FMC provides innovative and cost-effective solutions to enhance crop yield and quality by controlling a broad spectrum of insects, weeds, and disease, as well as in non-agricultural markets for pest control.

FMC is a globally diverse organization that offers its employees exciting opportunities to work on challenging projects that are important to the achievement of our strategic objectives.

Syracuse, NY30+ days ago

$21–$24 Per Hour

The Payroll Representative is responsible for processing hourly and salaried payroll, preparing on-line payroll data for the timely and accurate payment of employees, balancing of payroll reports and records, answering payroll inquiries and providing guidance to internal and external personnel. RBI is committed to growing the TIM HORTONS, BURGER KING, POPEYES and FIREHOUSE SUBS brands by leveraging their respective core values, employee and franchisee relationships, and long track records of community support.

New York15 days ago

A multidisciplinary team of 140+ veterinarians across 20+ specialties: With over 20 specialties and services under one roof, our departments frequently work together to deliver the highest quality of patient care in the veterinary field.

Oswego, New York18 days ago

$61,000–$250,000 Per Year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

Minoa, New York11 days ago

$16.20–$19 Per Hour

For eligibility, the number of days provided under our PTO plan, and other information about benefits please visit: https://jobs.suburbanpropane.com/benefits/ .

Syracuse, NY30+ days ago

p>We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution.

Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

Syracuse, New York30+ days ago

Responsibilities:

We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution.

Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

Syracuse, NY30+ days ago

$100,000–$120,000 Per Year

Continuously enhance understanding of customer needs, market landscape, competitors, segments, account dynamics, disease areas, product knowledge, clinical insights, and sales expertise; share relevant market intelligence with field teams, brand team, and sales management to foster alignment, anticipate market changes, and refine brand strategy and execution. Demonstrated history of success in sales within relevant therapeutic areas; prior experience in pharmaceutical industry roles such as physician/account-based selling, training, managed health care, specialty pharmacy, or marketing is preferred.

Syracuse, NY21 days ago

Manage multiple internal scholarship programs, including Junior Achievement, Scholarship in Action, Invest in Success, Remembrance Scholarship, Tepper Scholarship, Maxwell Community Impact Scholarship, and PTK Scholarship. Represent the university at FAFSA filing events and financial aid information sessions on and off campus, delivering clear and supportive assistance to prospective and current students and their families.

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Financial Services Representative Jobs in Syracuse, NY

Fire Sprinkler Service Sales Representative Johnson Controls

Financial Services Representative - State Farm Agent Team Member Phillip Williams - State Farm Agent

Lead Business Development Representative, Financial Services SimCorp

Financial Advisor, Truist Investment Services, New York, NY Truist Bank

Client Services Project Manager - Financial Services Epiq eDiscovery Solutions

Stakeholder Services Representative New York ISO

Client Services Representative (CSR) Schwarzman Animal Medical Center

Event Planner - Financial Services Jack Morton Worldwide

Personal Financial Representative - NY Allstate

College Financial Representative, Internship Program Northwestern Mutual

Customer Service Representative - Part Time Pathfinder Bank

Customer Service Representative Pathfinder Bank

Customer Service Representative Community Bank, N.A.

Member Service Representative- North Syracuse SECNY Federal Credit Union

Customer Service Representative - Floating Pathfinder Bank

Inside Sales Representative, Service Baxter

Customer Service Representative TruGreen Companies L.L.C.

Enteral Customer Service Representative LUX Infusion

Enteral Admissions Customer Service Representative LUX Infusion

Customer Service Representative PLS

Overnight Customer Service Representative PLS

Member Service Representative (Syracuse Region) State Employees Federal Credit Union

Customer Service Representative - 90114246 - Syracuse (Syracuse, NY, US, 13208) Amtrak

Customer Service Representative - 90114246 - Syracuse National Railroad Passenger Corp

Fire Sprinkler Service Sales Representative Johnson Controls International Plc

Member Service Representative (Syracuse Region) Broadview Federal Credit Union

Experienced Analyst - IB Healthcare Services Guggenheim Securities

Associate Financial Consultant Community Bank, N.A.

Equipment Finance Sales Representative- Northeast/Mid Atlantic Madison-Davis

Sales Representative Fanatics Collectibles

Director of Business Development- Tax, Employee Benefits & Private Client Services McDermott Will & Emery

Relationship Banking Representative Rotating Community Financial System, Inc.

Relationship Banking Representative Community Financial System, Inc.

Consultative Sales Representative - Cloud & IT Solutions CADimensions, Inc.

Resident Services Manager- The Standard Syracuse Landmark Properties

Patient Access Rep FT Rep 2 (Tier2) - INP/OP Services and Quality Oswego Health

Collections Representative Suburban Propane Partners LP

Relationship Banking Representative Community Bank, N.A.

Relationship Banking Representative Rotating Community Bank, N.A.

Sales Representative Sherwin-Williams Co

Account Executive - Retirement 401(k) Services Paychex Inc

Field Sales Representative - NY FMC Corporation

Payroll Representative Restaurant Brands International Inc

Administrative Director of Patient Services Schwarzman Animal Medical Center

Financial Advisor Northwestern Mutual

Collections Representative Suburban Propane

Financial Consultant Community Bank, N.A.

Financial Consultant Community Financial System, Inc.

Primary Care Sales Representative - Syracuse, NY IQVIA Holdings Inc

Assistant Director, Financial Aid Syracuse University

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