Agent Jobs in Bellmore, NY

Are you driven by a highly competitive compensation structure? Is securing your financial independence and inspiring others to do the same important to you? Whether you are new to insurance sales or an experienced financial professional looking to accelerate your career, joining Bankers Life can propel your success. Make a difference in your community by guiding people through their retirement needs and situations. In this role, you will assess clients' financial needs, provide expert life and health insurance recommendations, and deliver exceptional customer service. As a Bankers Life team member, you will develop while building lasting relationships. Money Matters 1st year: $40,000 - $65,000 3rd year: $60,000 - $90,000 5th year: $75,000 - $130,000 The above income ranges are averages across all Insurance Sales Agents. You Inspire Us At Bankers Life we pride ourselves on your career development, backing our team members to reach new heights with our three career tracks: Financial Professional - Develop a deep understanding of our products and become a top producing veteran agent with passive income streams. Jump in right away as an Insurance Sales Agent and start building your product knowledge and career momentum. Sales Leadership - Hit the ground running and ascend with our mentorship as a leader on our management team. Build and lead your own team; transition to a management role can happen as early as your second year. Financial Representative/Financial Advisor - When the time is right, expand your career into wealth management. Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP . Our career paths and training programs provide the support you need to take your career in any direction you choose and the flexibility to move through the different paths when it's right for you. We Empower You Participate in training, named as an Apex Award Winner by Training magazine consecutively since 2012 Take pride in your career development with our three career tracks: Financial Professional, Sales Leadership and Investment Advisor Earn highly competitive commission structure, passive income opportunities and bonus programs, retirement savings program and more Benefit from sales leads, marketing tools, mentorship and leading technology at your fingertips Immerse in all expenses paid trips and conventions Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

The Business Resource Center (BRC) is client company's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are also thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand and secure client company's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients. You Wil: • Provide superior case consultation and sales support to client company agency leaders, financial representatives, and brokers (“producers”) in order to assist producers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales. • Analyze balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses and unlock sales opportunities for client company's financial representatives. • Review 1040 personal returns as well as 1120/1120S/1065 business tax returns to uncover sales opportunities for client company's various product lines, including life and disability insurance, mutual funds and annuities. • Work closely with client company's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform. • Prepare business valuations and utilize tax planning software platforms to model entity and compensation changes as well as income and estate tax reductions strategies • Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. • Demonstrate superior presentations skills in all areas of advanced planning. • Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. • Proven ability to explain advanced sales concepts, incorporating financial analysis where appropriate. • Collaborate with key enterprise-wide collaborators to facilitate “one-stop shopping” for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities. • Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer. • Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral. • Thoroughly analyze case situations to ensure that client company's producers are doing right by the client and providing comprehensive planning advice. • Provide subject matter expertise and collaborate with other client company's departments on projects, committees, and company initiatives to improve processes, service and product offerings as needed. • Apply unique planning and sales concepts to drive activity and sales within the advanced markets space. • Thoroughly analyze case situations to ensure that client company's producers are doing right by the client and providing complete and holistic planning advice. • Provide subject matter expertise and collaborate with other client company's departments on projects, committees and company initiatives to improve processes, service and product offerings as needed. • Apply purposeful and unique planning and sales concepts to drive activity and sales within the advanced markets space. You Have: • Juris Doctor degree (JD) REQUIRED • Minimum of 5 years' experience in advanced markets/business owner market • CFP/CLU/ChFC preferred • Possess expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers • Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies • Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE) • Superior verbal, written and presentations skills • Superior analytical and research skills • Possess the flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines • Liaise effectively with various client company's teams across different lines of business • Ability to work independently in remote location Estimated Min Rate: $135,000.00 Estimated Max Rate: $165,000.00 Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

PLEASE READ BEFORE APPLYING. This is a salary exempt position and you must be ready to work when you are needed aside from your assigned schedule. There is no overtime. It's a hybrid position and you will be required to meet in the city. You will also be require to visit restaurants in the city throughout the week during on and off hours. Successful candidates must be detail orientated and committed to supporting the team in delivering quality service to clients. Candidate must be flexible and have a “do whatever it takes” mentality in the approach to work. You will need to cover nights and weekends, and expected to be available when needed. Schedules will change as well. Salary starts at $85k/year. Candidates should have at least 3 years experience in travel/concierge industry at a luxury level. Must be available to travel. The candidate will manage the day to day of the member services team as well as execute bookings for restaurants, travel, nightlife, transportation, and theater reservations among others requests. Additionally, the individual will help maintain and grow vendor relationships around the world. Essential Responsibilities Maintain a working knowledge of AMPMs wide range of lifestyle concierge services, which include dining and nightlife reservations, travel and itinerary planning, tickets and gift procurement, booking spa and wellness services, among other bookings. Book travel arrangements, including hotel reservations and transportation. Secure dinner reservations at New Yorks most coveted restaurants. Arrange premium tickets to in-demand shows, sporting events and concerts. Fulfill and manage client requests that are submitted through phone, email or mobile app. Introduce new clients to our services, via phone Build relationships with local restaurants and other business owners to establish and maintain our teams elite list of connections. Distribute and promote off-site events, perks and content provided through the concierge and creative teams. Administrative tasks such as data entry and report analyzation, upon request, in order to update and improve our processes. Respond in a timely manner to all guest request and problems. Ensure all issues are accurately reported and tracking in CRM Weekly management and planning meeting for each booking Update clients profile based on all feedback Design and confirm guest itinerary Negotiate the best deal for company and client Organize all guest service quotes and quotes for admin SKILLS AND QUALIFICATIONS Excellent written and verbal communication skills Detail-oriented, strong critical thinking and problem-solving abilities Ability to multitask successfully Highly collaborative with a positive, go-getter attitude Comfortable working in a fast-paced, demanding startup environment Proficient in Microsoft Excel and PowerPoint Bachelor's degree required Have an in-depth knowledge of New York and surrounding areas Worldwide Traveler a plus Polished appearance and positive demeanor Team-player and passion for customer service Ability to work flexible schedules, which may include evenings, weekends, or holidays Strong networking skills; existing contacts in the New York hospitality markets is a plus Experience with Salesforce and Google Docs are a plus Ability to communicate in multiple languages is an additional asset This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department. AMPM is an equal opportunity employer. All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

We have landlords with exclusive listings that would like us to focus on leasing up their units. The ideal candidate will be responsible for finding prospective clients, understanding their criteria, and find living spaces that fit this criteria. Your entrepreneurial spirit will drive your success. Responsibilities Preview all available apartments within our landlord portfolio Advertise and market living spaces Finds and reaches out to new prospects Discover clients' criteria and find living spaces that fit their criteria Negotiate living space rent and close deal with client Qualifications Minimum 2 years of experience Self-motivated and entrepreneurial Strong communication skills

Job Description/Requirements Associate will work under Sales Director on multi-family, retail, mixed-use, development, hotel and office building transactions ranging in size from $1 million to $150 million. You will be expected to generate leads, cultivate client relationships and interact with active New York City investment property investors and owners. Note that this is a commission-based real estate sales opportunity, draw on commission is available for qualified candidates. The candidate should have excellent interpersonal skills, as there is constant client interaction via telephone and in person. An aptitude for marketing is also essential, and candidate should have a eye for organizing and presenting information. In addition, ability to research property details while analyzing and determining value are necessary skill sets along with attention to detail, organization and creativity. Responsibilities: Generating leads and setting up meetings through consistent phone prospecting, networking, and research Develop thorough understanding of the market, real estate fundamentals Compiling a database of property owners: who's buying / selling, investor information, insights, and buying criteria Creating property setups, helping to coordinate the marketing process and initiatives Performing property evaluations and inspections, and compiling due diligence packets Negotiating existing deals Researching comparable sales statistics and data on current market conditions and trends Training: Besen Partners offers a multi-faceted training program for continuous development, including: Initial on-boarding program Weekly training sessions on various brokerage fundamentals Ongoing mentoring

With over 400 exclusive luxury units throughout the West Village, Greenwich Village, East Village and Soho , Dallien's top-producing team is interested in meeting experienced, Licensed Real Estate Salespersons who are excited by the opportunity to grow with them and their expanding portfolio in downtown Manhattan. Are you eager to transition to exclusive listing-side representation where your listings are procured and distributed by your team? By joining DALLIEN, you'll have the opportunity to lease out entire buildings, have access to experienced team leaders that can help you in your sales career, all while learning from Real Estate developers and deepen your understanding of the marketing, design and branding decisions that drive our industry overall. About You: You take pride in operating with integrity. You understand the unquantifiable value of strong customer service, and have high expectations for the quality of your work. You are capable of hosting open houses and showings at a variety of buildings and portfolios throughout the Villages in downtown Manhattan. You possess, at minimum, a moderate technological proficiency and are capable of interacting with tools such as automated calendaring services for showings (provided by team.) Ideally, you have a familiarity with Manhattan's rental market and understand the deal flow process of a transaction from start to finish. However, new agents are encouraged to apply. You take pride in maintaining positive relationships and view the role of Real Estate Salesperson as more than one that is strictly "transaction based." You are a strong communicator (both verbal and written) and are aware that success in this role requires ample time on the phone. You have strong organizational and decision making skills. You envision doing well in a team environment and are excited by the idea of regular collaboration with a team of professionals who take pride in their work You are a currently Licensed Real Estate Salesperson If you feel as though you would be a strong candidate for this role, please send your resume for review, and congratulations on exploring a potential new chapter! Potential commission-based earnings are unbounded and determined only by your efforts .

Join Opulence Realty Group: Where High-Quality Leads Meet Unlimited Opportunity Are you a driven Real Estate Agent looking for a better way to grow your business? At Opulence Realty, we're redefining the real estate experience-for both agents and clients. Our in-house marketing team generates over 200 premium clients every month, connecting you with serious buyers and sellers who are actively searching for their next property. What We Offer: Premium Leads, Delivered Directly to You We provide high-quality, real-time leads so you can focus on closing deals with motivated clients. Competitive Commission & Incentives Maximize your earnings with our competitive splits, bonuses, and performance incentives designed to reward your success. Cutting-Edge Technology Our exclusive lead management system streamlines your workflow, giving you the tools to manage leads, schedule showings, and close transactions-all in one place. Flexibility with Full Support Enjoy the freedom to work independently, backed by a collaborative and supportive team that's invested in your success every step of the way. Hands-On Training We provide on-site training to get you up to speed with our proprietary technology and systems, ensuring you're equipped to optimize your business and maximize efficiency. Your Role: Build relationships with motivated clients who are actively in the market to buy or sell property. Conduct property showings, open houses, and manage client communications. Represent buyers and sellers throughout the entire transaction process, delivering a smooth and positive experience. Provide expert insights on property values, local market trends, and the buying/selling process. Negotiate offers, contracts, and agreements to secure the best outcomes for your clients. What We're Looking For: An active real estate license in the state of New York. Strong communication, negotiation, and relationship-building skills. Self-motivated, driven, and goal-oriented professionals. Ability to work independently while thriving in a team-focused environment. Ready to Elevate Your Real Estate Career? Join Opulence Realty and gain the leads, tools, and support you need to take your business to the next level. 👉 Apply Now!

Amo Realty is a small real estate brokerage that provides our agents with at least 20+ incoming real estate leads each week. It's a strong way to help stay completely booked on the front lines of the busy NYC real estate world. It's a very rare lead system to receive this kind of volume each week. There are options for residential buyer leads, sellers, apartment renters, commercial real estate leads. Our office is located at 1177 6th Avenue in Manhattan, however we cover all of NYC, Westchester & Long Island. The strategy that we have works: High volume leads. One of our agents closed a $22 million sale from one of our leads. We have a sustainable lead system that is meant just for a small group. About Amo Realty Our company originally opened in Boston in 2007 (Boston City Properties was our first office). We expanded nationally. We currently have 14 very small offices in 14 states. Leads We give our agents at least 20+ leads per week. The leads come in from a variety of sources. We've had the exact same system since 2007 and it works with a small group. We're under water leads. Residential leads We are flooded with residential buyer leads. The leads come from a variety of sources including Zillow. We also provide incoming seller leads. There are also options to take on luxury apartment renters and luxury rental listings. Commercial leads The commercial leads that we have are mainly commercial lease leads looking for office space, restaurants, retail, industrial and more. There are also larger commercial investor leads. Split Info Agent's own leads start off at 75% for the first 3 years. A $5,000 cap system for agent's own leads is implemented for agents who have been with the company for 3 years. After the 3 year mark, agents keep 100% for the rest of the year for their own leads after $5,000 comes in on a 75/25 split. We provide clients to our agents at a 50/50 split. It's a 100% split for agents that buy or sell their own properties. We have agents who have been with us for 10-15+ years and they don't typically need leads from us, however we can back them up with leads when they need it. There is no catch, no desk fees, no transaction fees, this is real. We're looking for loyalty Our lead system only works if we do not have any turnover. We have very low turnover, and the first agent ever hired in 2007 still works at our company. We need agents that are going to close sales and stay with us for the long run. Requirements New York Real Estate License is Strictly Required Apply on LinkedIn and we'll get back to you asap!

WHO IS WILSON DANIELS WHOLESALE? Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world's preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers' traditions and heritage alongside their distinctive wines. Headquartered in New York City, the company's offices and in-house tasting room boast views of the Empire State Building in Manhattan's historic, architecturally rich Flatiron District. COME WORK WITH US At Wilson Daniels, we're leaders and educators in luxury wine. Working together to set the highest standards for quality, integrity and excellence, our passionate team of professionals is wholly immersed in every aspect of the fine wine world. We value family, heritage, and wines of distinction. Come and join the world-class Wilson Daniels Portfolio! We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need. ABOUT THE JOB Wilson Daniels Wholesale is seeking a Sales Representative with fluency in either Spanish, Italian or French. The Sales Representative is accountable for the profitable achievement of sales objectives associated with their assigned market. This position will be result oriented, focusing on sales goals and initiatives, profitability, marketing, and growing brand positions in the marketplace. THE DAY-TO DAY • Sales Representatives are expected to promote brands and increase brand awareness, by increasing brand visibility and conducting staff training/education programs within their accounts. • Develop new business relationships with decision makers while identifying potential customers and developing a business plan to reach them. • Ensure execution of the developed sales strategies, objectives, goals and targeted revenue generation by partnering with key retailers and establishments in the specified market. • Have extensive knowledge of the company's products and knowing in-depth features and benefits of each compared to the competition. • Prepare professional sales presentations for each account call tailored to current supplier programs and the needs of the customer. • Gain knowledge of customer's business operations and coordinating multiple and diverse options for selling the company's products to each. • Assist and participate in trade and consumer events. • Meets annual shipment and performance goals. AM I THE RIGHT FIT? • MUST be fluent in at least one of these languages Spanish, Italian and/or French • MUST reside in NYC • MUST have experience within the hospitality industry or wine related background • Possess drive, motivation and acute attention to detail in ensuring all sales opportunities are captured and explored. • Established working relationships with key accounts in given territory. • Ability to make a smart business decision based on growing sales, profitability and market shares. • Proven track record of successful selling, or a strong desire to sell. • Excellent communication, negotiation, analytical and objection handling skills and ability to do so in either Spanish, French, or Italian. • Persuasive presentation skills and the ability to close deals. • Bachelor's degree preferred or equivalent experience. • Experience in selling domestic and international fine wine is a plus. • Brand building and outside sales experience is preferred. • Computer skills to include Microsoft Office (Excel, Word, PPT a must); experience using Pocket Advantage is a plus. • Ability to work a flexible schedule depending upon the needs of customers.

The ideal candidate for this position will be passionate about New York City and help identify real estate opportunities for commercial Tenants and Landlords. You will conduct industry and market research, create surveys, and present commercial availabilities to clients. Responsibilities Research commercial availabilities that have the potential for Tenants within Manhattan, Brooklyn, Queens, and the Bronx. Connect with potential clients daily via inbound and outbound opportunities provided by TRG Cold outreach to building owners, founders of companies, and facilities managers Create comparable analyses within the context of today's market and interpret the data Manage negotiations between commercial Tenants and Landlords. Facilitate tours with other brokers to locate opportunities for commercial Tenants Navigate the closing process after contract between brokers, attorneys, and clients. Canvass commercial Landlords and brokers in the warehouse and commercial sectors for Tenant opportunities in North Brooklyn (Williamsburg, DUMBO, Greenpoint, Bushwick, Sunset Park) Cultivate real estate tours and viewings for a portfolio that encompasses over 300,000 sf of commercial space Work directly with company co-founder to service existing clients Qualifications Bachelor's degree or equivalent experience Bold and outgoing sales persona Strong writing skills Live in the New York City area Patient temperament and a positive attitude 1-2 years of real estate experience in brokerage 2-4 years of professional working experience Strong communication and interpersonal skills Social media expertise is a plus Enthusiastic about learning, architecture, and history This is a great opportunity for those interested in learning about commercial leasing. You'll receive top professional training, establish your own client base, and specialize in the sector you find most compelling. From day one you'll be working on deals and be immediately immersed in the business. Prepared to train the right candidate without experience who has strong writing skills and the right attitude.

PLEASE NOTE: THIS POSITION IS HYBRID WITH 2 DAYS IN OFFICE PER WEEK. The first 2 weeks are required to be fully in office for training purposes. The desired schedule is Sunday to Thursday from 10-6pm with Wednesdays and Thursdays in office/Sunday, Monday and Tuesday remote. MOSCOT is a 109-year-old New York City institution renowned worldwide for its iconic eyewear - The MOSCOT Originals and MOSCOT Spirit Collections. MOSCOT infuses its unmistakably refined, downtown aesthetic with over 100 years of eyewear expertise and unparalleled craftsmanship to create its timeless eyewear. While now recognized as a global fashion brand, MOSCOT remains, at hear, a neighborhood optical shop. As a Customer Service Ambassador with MOSCOT you will be the voice of MOSCOT and on the front lines to thousands of MOSCOT fans spanning the globe from New York to Timbuktu. This is a fast-paced position that requires the ability to multi-task across several lines of communication with our customers and multiple systems while not losing your cool. The quote “never let them see you sweat” is very true for our Customer Service Ambassadors! Excellent communication skills, strong attention-to-detail, good problem-solving skills and a positive attitude are a must for this omni-channel position! This role can be hybrid but the candidate must be able to train on site in Farmingdale, NY for the first 2 weeks of employment. Job Responsibilities: Responsible for answering customer service phone calls, e-mails and chats and ensure excellent customer satisfaction. Assist and resolve customer inquiries and complaints by providing the best recommendations and or solutions to the customer, with following up to ensure resolutions. Responsible for processing orders, preparing correspondence, managing customer expectations, processing refunds/exchanges, and ensuring customer satisfaction is met within service levels. Ensure excellent customer service standards are met and high customer satisfaction is maintained at all customer touchpoints. Ability to learn quickly and absorb knowledge in this constantly evolving role. Provide brand and product expertise to build trust and loyalty among customers to acquire new customers and retain returning customers. Provide accurate and complete information to customers by learning and using the right systems for gathering information. Generate sales leads and provide excellent customer service to all B2C and B2B orders. Share gratitude and empathy across all customer touchpoints, while ensuring customer satisfaction is upheld. Follow MOSCOT communication guidelines and principles to provide the ultimate MX - MOSCOT Experience to all you interact with. Requirements Proven success in a Customer Service role; minimum of 2 years in a similar role. Experience working in a fast-paced office environment. Requires ability to multi-task within several systems and lines of communication. Flexible, adaptable and able to work in an entrepreneurial environment. Ability to communicate effectively across all levels of the organization and externally. Exceptional time management and organizational skills, with strong attention to detail and follow-up skills. Proven success working as a team player, as well as an individual contributor. Strong PC skills and experience with multiple systems and ability and desire to learn new applications as needed. Emotional Intelligence. Experience working with Shopify, SAP Business One and Eye Cloud Pro a plus Job Types: Full-time Pay: $21.00 - $23.00 per hour

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Fund Services This wholly owned subsidiary of Morgan Stanley administers over $600 billion of hedge fund assets. Using the Firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by more than 1,300 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Mumbai, and Bangalore. The global Investor Services (“IS”) team is responsible for delivery of transfer agency services and interactions with our clients' investors. IS work staff distributes offering materials to investors, collects completed subscription documents, accepts subscription funding and moves it as directed by clients to custody, prime brokerage and trading accounts, processes the distribution of monthly statements, handles redemption processing, and performs various other functions to support the Fund/Investor relationship. Staff for this function are in Manhattan and Purchase New York, Dublin, Mumbai and Bangalore. We are seeking an Investment Services Professional in Purchase and New York City. Responsibilities of an Investor Services (IS) Professional: Providing day-to-day Investor services to both the Fund Manager and the investors in the fund Providing oversight and guidance to other members on the team Keeping line management appraised of operational issues in a timely manner Principle Accountabilities: Service Delivery Act as a primary contact point for fund investors Act as a primary contact point to the Fund Manager for investor related information Provide authorized parties with copies of fund investment documentation Open new investor accounts ensuring compliance with the fund documentation, anti- money laundering requirements, statutory regulations and company policies and procedures Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures Process the cash movements associated with investor activity Provide investors and their nominees with statements, contract notes and other documentation Handle queries from investors and fund managers in a professional and prompt manner, escalating where appropriate Ensuring that the records of the fund are maintained in a complete and organized manner Produce Management Information Systems (MIS) and other internal operational reports that assist in the effective operation of the team This role has particular responsibility for the second level review of activity entered by fellow team members All of the above should be carried out in compliance with the Service Level Agreements agreed with each client Skills Required Team Leadership: An IS Professional in Investor Services plays a key role in the day-to-day operation of our team Key responsibilities: Training and mentoring of some individual team members Ensure that individual team members are aware of the polices, controls and procedures that apply to their role Providing an escalation point for team members Ensuring that line management are made aware of any issues in a timely manner Highlighting resource constraints to line management Compliance: Investor servicing requires compliance with a range of policies. Key responsibilities: A detailed knowledge of the offering documentation for the funds being serviced A thorough knowledge of the regulations that pertain to the domicile of the fund being serviced A thorough knowledge of our internal policies and procedures. Particular emphasis is required on all matters relating to Anti-Money laundering controls Projects: The IS Professional plays an important role in various IT and Operational Projects. Key responsibilities: Identifying system enhancements that reduce operational risk, create operational efficiency or improve customer service Participating in the key elements of the project life cycle (Specification, Testing and Operational Implementation) Participating in the in conversion of records from other administrators WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Expected base pay rate for the role will be between $90,000 to $115,000 for an Associate, and $120,000 to $140,000 for a Director, per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Regular Schedule: Monday - Friday, 9:00 AM - 6:00 PM Includes one day off during the week Alternating Saturdays: 8:00 AM - 2:00 PM (every other Saturday) Training Schedule: Monday - Friday, 7:30 AM - 4:30 PM Key Responsibilities: Manage COD collections and schedule service calls Handle incoming customer phone calls Make collection calls as needed Dispatch and route technicians efficiently Locate and order parts required for service calls Multitask in a fast-paced, service-oriented environment

A global logistics company near Williston Park, NY is seeking a motivated individual with a strong interest in international logistics coordination. This role involves air freight import / export logistics operations, coordinating shipments, and ensuring smooth international freight movement. The ideal candidate will be detail-oriented, comfortable working with numbers, and thrive in a fast-paced, multi-cultural work environment. This is a temporary - contract, full-time (Non-Exempt) position with a benefit package. Responsibilities Track import freights and maintain accurate records to manage air freight shipments, ensuring timely and efficient delivery Perform B2B - Business to Business customer service roles for processing customers' global freights Prepare and process all required documents of import freights Support the operations department personnel in various roles and responsibilities regarding global logistics strategies Analyze transport costs and prepare quotes for invoicing Resolve problems concerning transportation, logistics systems, and customer issues Perform other duties as assigned Qualifications & Skills Must be proficient in MS Excel with excellent Data Entry skills Associate's Degree or higher. Prefers degree in Supply Chain Management, International Business, and other related field Strong attention to detail and ability to work with numbers Effective verbal and written communication skills Strong attention to detail and accuracy Confidence in working with numbers, including data entry, calculations, and numerical analysis Organized, multi-tasks, and goal-oriented Ability to work a fast-paced, multicultural work environment Previous office work experience including internship (Preferred) Activ8 Recruitment & Solutions / Renaissance Resources Inc. has been a trusted leader in North American recruiting for Japanese businesses for over 25 years. We specialize in connecting top talent with companies in the Automotive, Electronics, Food & Beverage, Logistics, Manufacturing, Oil & Gas, Banking & Finance, and Entertainment industries. Our client-focused approach ensures that we understand your unique needs, whether you're a company seeking skilled professionals or a candidate looking for the right career opportunity. By working closely with each individual, we provide tailored solutions that drive success. We screen ALL Candidates to verify the validity of each applicant's provided information. Upon submitting your resume, we will contact only those candidates that we deem qualified for our client. If we do not contact you, we do not see the fit for the position. If we are unable to reach you in a reasonable timeframe, you will be eliminated from the pool of potential candidates. All offers of employment may be contingent upon successful completion of a background check in compliance with applicable laws. We prioritize direct applicants; third-party resumes may not be reviewed.

Provides direct support to the customer and translates customer task requests to the various production departments. Works in conjunction with salespeople associated with each specific project. Responsibilities Liaison between the customer and various departments, from inception through completion of each project Answer telephones, sends and receives emails to follow-up with clients Process all work received from the clients for submittal with all internal departments Provides in-house support for salespeople when needed for customer related assistance Ensure complete and accurate order specifications from the salesperson and/or the customer Obtains all missing information from the customer for the estimating/pricing department and for the various production departments, and relays it in a timely fashion Informs salespeople of all pertinent communications and/or transactions Engage customers to gather job requirements Ensure job instructions are entered and verified in the production system Monitor progress of jobs throughout production Updates production managers of all pertinent, upcoming job related events that require pre-scheduling Documents information and customer task requests that impacts any department and monitor its progress Reviews proofs, blueprints, SEC compliance and print samples before they are sent to the customer Education and Qualifications At least 5 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work Ability to learn all facets relating to financial printing Customer Service and Print Production Previous work experience in financial printing preferred Knowledge of SEC EDGAR filings a plus Knowledge, Skills and Abilities Excellent communication, interpersonal and team coaching skills Enthusiastic, energetic, pleasant and a team player Organized, efficient and detail oriented with the ability to multi-task Ability to learn all facets relating to financial printing Customer Service and Print Production Excellent skills in contemporary computer applications utilized by the CS department Knowledge and experience utilizing Microsoft Office (Word, Excel and Outlook) Knowledge of Adobe Acrobat and ability to mark-up PDF using editing tools, merge pages from various PDFs and utilizing advanced editing tools for adding header and footers and watermarks

alts | Alteration Specialists of New York is looking for a Front Desk Operations Professional We are looking for a dynamic professional Front Desk Operations team member, distinguished by their charisma, commitment, and professional integrity. This role will include responding to phone calls and emails, office management and administration, as well as internal/external communication, and creative problem solving. This is a customer facing position, full-time or part-time role in New York City, Brooklyn, NY, Hoboken, NJ & Greenwich, CT, with competitive pay, full benefits, and opportunities for future growth. Compensation FDO earns $18 an hour when you are accompanied by a Studio Experience Coordinator or other FDO. If you are working a shop on your own then you will be paid $20 an hour for that specific shift. $18 an hour is the base compensation for any and all FDO roles. Responsibilities Front Desk - Office Management Maintain a professional, warm, welcoming office environment Greet all clients, manage check-ins, pickups and payment Answer all inbound calls to the Alteration Specialists Studio Manage all client bookings and appointments Process new transactions and ensure internal reporting is correct Responsible for ordering, tracking and managing office inventory, supplies and purchases Ensure all outsourced garments are appropriately tagged, distributed and delivered Manage the flow of fitting room processes and appointments Customer Service Quick, warm, and on-brand customer communication across emails, calls and in-person Thoughtful and authentic recommendations to customers through a deep understanding of their need Thoughtful interaction with each customer Collect, organize, and track consumer feedback, day to day issues and other relevant information and communicate this to the team Contribute ideas to company policies to create an even better customer experience Operations Ensure that all QC checkpoints that live with front operations are consistently met for each garment entering or leaving your studio Ensure all tickets are properly created, and processed throughout the garment's life cycle with Alteration Specialists Properly record and document all RFA's, refunds and other failures of process, and brainstorm written solutions to achieve a higher operational efficiency Attributes You are warm, compassionate, and empathic. You have a calming demeanor and a way of building trusting, caring relationships with ease. You are a skilled communicator. You're both a great listener and an effective speaker and writer. You treat sensitive information with respect and discretion. You are mission driven. You are motivated to help change the fashion industry, and move towards a more sustainable future and serve as an excellent ambassador for a cause you believe in. You are systematic. You derive pleasure from being highly organized, creating order, and checking things off your list. You are detail-oriented. You take pride in a beautifully executed workflow and typos in your emails make you cringe. You are thoughtful. You can anticipate the needs of your tailoring team and clients, and feel committed to proactively creating a supportive environment for all. You are able to recognize how your individual role feeds into the larger organization's objectives. You have great professional integrity. You take ownership over your work, ask for help when you need it, and are committed to your own growth and development. Experience Experience in customer service related roles preferred Prior responsibilities in the fashion industry, and communications management desired. Experience or deep interest in fashion and sustainability desired, with a working knowledge of garment construction desired. *This is an entry-level role.* Why the Role is Compelling As the Front Desk Operations - Customer Service Representative for an alts | Alteration Specialists team, you would play an integral role in creating a welcoming and professional environment that has a profound impact on some of the most important events and days in a client's life. You would establish rewarding relationships with the studio's clientele and partner community, and serve as the first point of contact for people who might benefit from our services. You would have the opportunity to develop your career in an expanding industry. You would feel the support of a tight-knit tailoring and operations team, and the excitement of being part of a growing, multi-studio operation disrupting the fashion industry with many opportunities to grow as quickly in your career as the brand is growing. alts | Alteration Specialists is committed to working with and fairly rewarding the best talent in the industry. We believe in treating people right - through fair compensation and benefits, thoughtful management and specific attention to growth and development of our staff.

A forward-thinking independent insurance broker seeks a dedicated Commercial Lines CSR. This role involves providing outstanding and timely client service in collaboration with our seasoned Account Executives and Producers. The ideal candidate will play a crucial role in maintaining and enhancing client relationships through expert management of their accounts. Responsibilities: Maintain a working knowledge of Property and Casualty accounts, tailoring this knowledge to a diverse client base. Investigate and respond to client questions regarding policies and coverages with accuracy and detail. Efficiently market and quote both new and renewal business, achieving favorable coverage and cost outcomes for clients. Interact professionally with carrier underwriters and utilize online rating portals to secure competitive quotes. Systematically organize and manage information for account renewals, ensuring a streamlined process. Qualifications: A minimum of one year's experience in the insurance industry, particularly in Commercial Insurance. A current Property & Casualty (P&C) license is preferable. Comprehensive understanding of the insurance and/or brokerage sector. Technical expertise in product areas and industry practices. The capacity to provide insightful risk management consultation and advice to our management team. Proficiency with standard computer software, including the Microsoft Office suite (Word, Excel, Outlook). Strong verbal and written communication skills, capable of engaging professionally with clients and internal teams. We offer a dynamic work environment where your contributions are valued and recognized. Join us in delivering tailored insurance solutions with a personal touch. If you are ready to take your career to the next level and contribute to our clients' success, apply to join our team today.

Must haves 0-3 year sales experience Positive Attitude, Self-Motivation, and Confidence, Ability to quickly Learn and Adapt Effective verbal communication skills, both in-person and via phone Personable and professional Insurance license preferred, or must obtain prior to employment Passion to help others High school diploma or equivalent Job Summary As an inside Medicare sales representative, you will be responsible for selling Medicare products and programs to potential and existing customers over the phone or online. You will also educate and assist customers with their Medicare enrollment and eligibility, and provide excellent customer service and support. Duties and Responsibilities Contact and follow up with leads generated by marketing campaigns, referrals, or other sources Present and explain Medicare products and programs, such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, and Specialty Products Assess customer needs and recommend suitable solutions based on their budget, preferences, and health status Assist customers with the Medicare enrollment process and answer any questions or concerns they may have Maintain and update customer records and sales activities in the CRM system Meet or exceed sales goals and performance metrics Stay updated on the latest Medicare regulations, policies, and products Attend regular training sessions and meetings Call prospective as well as existing clients to review Medicare health insurance plans Represent leading insurance carriers with strong financial stability Provide client with best solution based upon immediate need and budgetary concerns Create an easy and enjoyable experience for all clients Compensation: $20/hr + commission (total compensation target is 80-100k) Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for assisting customers with all issues with their online sports betting and iCasino accounts: Applicants must be available to work any 8 hour shift between the hours of 10am -12am any day of the week. Agents are required to work in office 3 days per week. Responsibilities Communicate with customers via phone, email and live chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work Sports interest and knowledge