Finance Service Representative Jobs in Hauppauge, NY

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  • Financial Sales opportunity-Fairfield County

    Northwestern Mutual 4.5company rating

    Finance Service Representative Job 25 miles from Hauppauge

    As a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their clients. Financial Advisor Benefits: * Top-Ranked Training Program * Competitive Benefits Package * Leadership Opportunities * Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) * Personalized Mentorship from Top Advisors and Industry Leaders * Exponential Earning Potential Preferred Qualifications: * Bachelor's degree from a four-year institution * Strong interpersonal and networking skills * Self-starter and highly motivated * 2 years of client facing experience * History of high achievement demonstrated by rapid growth and consistent, measurable results * Track record of outperforming peers * Ability to develop lasting, meaningful relationships as well as influence others
    $79k-117k yearly est. 8d ago
  • Customer Service Representative

    TBG | The Bachrach Group

    Finance Service Representative Job 15 miles from Hauppauge

    We are seeking a proactive and customer-oriented individual to join our team. The ideal candidate will be responsible for responding to customer inquiries, assisting with online purchases, and promoting our products and services. This role also involves working with various teams to ensure an exceptional customer experience and contribute to the growth of our online sales. Key Responsibilities: Handle customer inquiries promptly through inbound and outbound calls, emails, live chat, and other online platforms, providing accurate information about products, pricing, promotions, and order updates. Guide customers through the website, helping them complete online purchases and offering tailored product recommendations. Manage post-sale interactions, including order tracking, returns, exchanges, and ongoing product support. Collaborate with the marketing team to drive online sales through seasonal campaigns, special promotions, and email marketing efforts. Ensure product listings are up-to-date, accurate, and optimized for search engines (SEO). Use CRM software to maintain detailed records of customer interactions and sales activities. Analyze online sales trends to identify growth opportunities and areas for improvement. Provide valuable feedback to the merchandising team on customer preferences, inventory levels, and product demand. Stay up-to-date on product knowledge to provide customers with comprehensive information and assist them in making informed buying decisions. Work towards meeting monthly and quarterly sales targets and key performance indicators (KPIs). Qualifications: High school diploma or equivalent required; college degree preferred. Prior experience in sales, account management, or e-commerce is highly desirable. Excellent communication skills and a customer-centric approach. Proficient in Microsoft Office Suite (Excel, Word, Outlook) and familiar with CRM platforms (Salesforce, HubSpot, etc.). Ability to quickly grasp new product knowledge and services. Self-motivated with the ability to work independently and as part of a team. Positive attitude with strong problem-solving skills and a passion for delivering exceptional customer service. Highly organized, detail-oriented, and capable of managing multiple tasks simultaneously. Experience with online sales platforms (Shopify, Magento, etc.) is a plus.
    $30k-39k yearly est. 5d ago
  • Client Services Representative

    Brewer Morris

    Finance Service Representative Job 24 miles from Hauppauge

    We are seeking a Client Services Representative with experience in financial services, investment banking or insurance industries to work for a growing company in Westport Connecticut. This role will interact with customers and internal leadership on a daily basis, assisting to facilitate the needs of the client. Position: Client Services/Operations Associate Company Location: Westport, Connecticut Key Responsibilities Manage cases involving policyholder interactions with empathy and professionalism. Conduct qualitative due diligence, understanding state-specific regulations. Generate quotes for policyholders and evaluate financial case dynamics. Track and manage leads using a CRM system; predict and resolve challenges. Create and maintain client/customer reports regularly. Update internal process documentation and analyze customer feedback. Identify and support new business opportunities for growth. Requirements 2-4 years of experience in customer service or a client-facing role. Strong relationship-building, organizational, and problem-solving skills. Ability to excel in a fast-paced environment with attention to detail. Proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM familiarity is a plus. Background in financial services or insurance is advantageous. Completion of background and pre-employment checks is mandatory. Type: Full-time, on-site
    $31k-50k yearly est. 2d ago
  • Associate - Corporate Restructuring Financial Advisory

    Blue Coral Staffing Corp 3.8company rating

    Finance Service Representative Job 27 miles from Hauppauge

    Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED*** (100%) CPA license REQUIRED Compensation: $120,000 to $140,000 base salary (commensurate with experience) plus competitive bonus potential and benefits ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT): CPA (Certified Public Accountant) license REQUIRED ; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits. Summary: The Firm is currently hiring Associates for the Greenwich, CT office. In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries. Responsibilities of Associate, Corporate Restructuring: Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations Qualifications for Associate, Corporate Restructuring: CPA license REQUIRED Education: strong academic record from a leading undergraduate / graduate program Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable. Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal Proficient with financial/data analytics Familiarity with the US Bankruptcy code is a plus Highly detail-oriented with strong organizational skills Action-oriented ***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****
    $120k-140k yearly 4d ago
  • Front Desk Operations - Customer Service Representative

    Alts (Fka Alteration Specialists

    Finance Service Representative Job 27 miles from Hauppauge

    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.
    $18-20 hourly 30d ago
  • Customer Service Representative

    Medxwaste.com

    Finance Service Representative Job 34 miles from Hauppauge

    MedXwaste.com, based in West Haven, CT, specializes in healthcare waste management, compliance services, paper shredding, hard drive destruction, and product destruction. With a focus on environmental responsibility and safety, we provide a comprehensive range of waste management solutions. Role Description We are seeking a detail-oriented Bookkeeper/Customer Service Representative to join our team. This dual role will involve managing financial records and providing exceptional customer service to our clients. The ideal candidate will be organized, proactive, and possess strong communication skills. Key Responsibilities: Bookkeeping: Maintain accurate financial records, including accounts payable and receivable. Prepare and process invoices, receipts, and payments. Assist with reconciliation Assist with budget preparation and financial forecasting. Customer Service: Serve as the first point of contact for customer inquiries via phone & email Provide information about services, resolving issues in a timely manner. Work with dispatcher to create customer schedules Maintain customer records and update information in our software Collaborate with other departments to address customer needs and concerns. Follow up with customers to ensure satisfaction and retention. Qualifications: Proven experience in bookkeeping or accounting, preferably in a similar role. Strong customer service skills with a friendly and professional demeanor. Excellent organizational skills and attention to detail. Ability to multitask and prioritize in a fast-paced environment. High school diploma required; associate degree in accounting or related field preferred.
    $30k-38k yearly est. 26d ago
  • Financial Services Representative

    Barnum Financial Group 3.3company rating

    Finance Service Representative Job 33 miles from Hauppauge

    About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience
    $25k-42k yearly est. 27d ago
  • Call Center Customer Service Representative

    LHH 4.3company rating

    Finance Service Representative Job 11 miles from Hauppauge

    Job Title: Call Center Representative Are you passionate about providing top-notch customer service and looking for a career in Non-Clinical Healthcare? Our client is on the lookout for a dynamic Call Center Representative to join their team in Melville, NY. In this role, you'll be the first point of contact for patients, helping them schedule appointments and addressing their inquiries with care and professionalism. If you're ready to be part of a supportive and fast-paced environment, this opportunity is for you! Key Responsibilities: Schedule appointments via inbound and outbound calling software. Provide exceptional customer service by interacting with patients in a supportive manner. Follow provided scripts and use professional terminology during patient interactions. Report appointment scheduling issues and technical problems to management promptly. Efficiently use Cisco Systems/EPIC programs and other resources provided by Call Center management. Adapt quickly to new information and clinic changes. Ensure internal customers receive personalized and prompt attention. Qualifications: High School Diploma or GED required. 1-5 years of call center, office, or customer service experience. Excellent computer and typing skills. Strong oral, listening, and written communication skills in English; proficiency in Spanish or another second language is a plus. Ability to multitask and exceptional organizational skills. Compensation: $23-$25 per hour Benefits: Health, dental, vision insurance; PTO; personal, sick, and holiday leave, and more!
    $23-25 hourly 27d ago
  • Associate - Strategic Finance

    Hoxton Circle

    Finance Service Representative Job 26 miles from Hauppauge

    This is an opportunity to move into a real strategic finance position, with a clear path of progression within the business. You will have the capacity and authority to work with and enable a remarkably broad Group of businesses through various situations, events and growth plans. The business is a multi-faceted investment group with operations and owned subsidiaries across the globe but with a concentration of assets in North America, and headquarters in Stamford, CT. They have grown a tremendous amount over the past 5 years by AUM and footprint, and lead a portfolio of subsidiaries and businesses across Industrials, Oil & Gas, Healthcare, Engineering, Manufacturing, and Tech. This position will work at many different levels within the strategic finance function. From Business Partnering with CEOs/CFOs around the portfolio, bringing insights and analytics to the business in order to make decisions and build strategy. This role is based in a Stamford, CT office, 5 days per week. Requirements: 3+ years of progressive ibanking/FP&A/Finance/Portfolio Ops experience Ability to build 3 statement models for a range of business types and industries Exposure to analysis of strategy and business partnering with non-finance Hoxton Circle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $54k-96k yearly est. 14d ago
  • Online Customer Service Representative

    London Jewelers 3.5company rating

    Finance Service Representative Job 22 miles from Hauppauge

    London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manager customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction. Responsibilities: Respond to customer inquiries via phone, email, and chat Track customer inquiries through multiple websites and through entire lifecycle of customer's request Resolve customer complaints in a professional manner Process orders, returns, and exchanges Provide product and service information and guidance Document and update customer records based on interactions Follow up and track with customers and the store to ensure their issues are resolved Maintain a positive and empathetic attitude toward customers Stay updated on product knowledge and company policies Follow daily task check list Participate in testing and quality control of changes on the website Qualifications/Experience: Proven experience as a customer service representative or similar role Excellent communication and interpersonal skills Ability to handle stressful situations and diffuse upset customers Proficient in using ERP software and CRM tools Strong problem-solving skills Ability to multitask and manage time effectively Attention to detail and accuracy High school diploma or equivalent; a degree or equivalent Flexibility to work in shifts if required Good typing skills and computer literacy Preferred Qualifications: Degree in a relevant field Job Type: Full-time In office Salary: $25 an hour Benefits: Health insurance Dental insurance Vision insurance Paid time off 401(k) with employer matching Employee assistance program Employee discount Flexible spending account Health savings account Life insurance We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
    $25 hourly 29d ago
  • Investor Services/RFP Associate

    Multi-Billion-Dollar Asset Manager

    Finance Service Representative Job 26 miles from Hauppauge

    A leading alternative asset manager with a diverse portfolio and a dynamic, inclusive culture that fosters an environment of continuous growth and collaboration is looking for an RFP Specialist to join their team. Role: The RFP team plays a vital role within our Reporting function, supporting sales, client services, and ongoing due diligence efforts. This position is primarily responsible for collaborating with the Business Development and Product teams while coordinating with subject matter experts across the organization to craft comprehensive responses to RFP and DDQ requests for both prospective and existing clients. Office Policy: Hybrid - 3 days in-office, 2 days remote. The ideal candidate will have 3-5 years of RFP/DDQ experience within the financial services industry. Responsibilities: Ensure the accuracy of RFP and DDQ content by collaborating with stakeholder teams across the firm. Manage and track all active RFPs and DDQs, escalating to senior management if deadlines are at risk. Address and complete all RFP and DDQ requests proactively, ensuring thorough documentation. Maintain and update high-quality content for RFPs, DDQs, and other business needs by coordinating with various teams. Leverage AI tools to implement strategic process improvements. Job ID #43876
    $37k-72k yearly est. 2d ago
  • Moving Sales Representative

    Alchemy Global Talent Solutions 3.6company rating

    Finance Service Representative Job 15 miles from Hauppauge

    Are you a motivated salesperson that loves the moving industry and providing excellent customer service? Alchemy Global Talent Solutions is now seeking a Moving Sales Representative for a reputable Amityville, New York-based moving and relocation firm. Someone with a solid sales history who enjoys working with clients to deliver seamless moving solutions and thrives in a dynamic, fast-paced workplace would be ideal for this exciting job. You will be essential to increasing sales and creating enduring client relationships as a moving sales representative. From the first inquiry to the move's completion, your duties will involve assisting clients with the moving process, making sales, and delivering outstanding customer service. We would love to speak with you if you are a proactive, results-driven person with outstanding communication abilities. Responsibilities of the Moving Sales Representative role include, but are not limited to: Make cold calls, send emails, and use social media to proactively connect with new clients and generate leads. Consult with customers in-depth to learn about their preferences and needs when moving. Create and provide precise, customized relocation quotes and estimates. To reach or surpass monthly goals, follow up with leads, haggle over terms, and seal deals. In the CRM system, keep thorough records of every customer encounter, sales activity, and follow-up. Work closely with the logistics and operations departments to guarantee efficient move planning and implementation. Inform clients on the company's rules, services, and any applicable moving and relocation laws. Assure a high degree of customer satisfaction by responding to questions, issues, and special requests from customers. Monitor competition activity and market developments to modify sales tactics and increase efficacy. Attend regular training sessions to be current on the newest business offers, sales strategies, and industry trends. Skills & Requirements: Proven sales experience in the relocation, logistics, or moving sector. Outstanding interpersonal and communication skills combined with a strong focus on customer service. the capacity to function both individually and collaboratively in a fast-paced setting. proficiency with the Microsoft Office Suite and CRM software. self-driven and results-oriented in order to meet and surpass sales goals. When required, a valid driver's license and dependable transportation are required for in-person client appointments. Reach out to Alchemy Global Talent Solutions today!
    $54k-96k yearly est. 10d ago
  • Personal Banker

    Valley Bank 4.4company rating

    Finance Service Representative Job 25 miles from Hauppauge

    Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.
    $39k-52k yearly est. 15d ago
  • Event Sales Representative

    Lucky Strike Entertainment 4.3company rating

    Finance Service Representative Job 24 miles from Hauppauge

    Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn't any ordinary job; it's the beginning of a bowled new career as an Hybrid Event Sales Representative at Bowlero Mineola. Are you the life of the party? Do you know what it takes to make a great event even more amazing? If so, then you may be just what we're looking for. Our Hybrid Event Sales Representatives are more than just good salespeople-they're talented experience-makers . They tirelessly engage with calls and emails to secure bookings, manage their pipelines, meet and tour with potential clients, and collaborate with our Operations Team to guarantee flawless execution of our guests' events. You'll make the booking/planning/partying process easy (and fun!) so that your client comes back again and again. Essential Duties: Get a glimpse of all you'll experience as an Hybrid Event Sales Representative. DEVELOP YOUR IQ & BOOK IT Respond to all event inquiries (that's a given) and turn those inquiries into booked events. While you'll be working in one of our beautiful locations, you'll also be planning events for multiple venues! Learn the features and benefits of our distinctive properties and event options-and relay them effectively to your clients as you will be booking events across multiple venues. Understand the unique needs of all types of events-from corporate functions to birthday parties to other social events. HIT THOSE NUMBERS Meet (nay, exceed ) your individual sales KPIs. STAY ON POINT Organization is the key to success when working with a large rolodex of clients and multiple venues. Be the on-site contact for our operations team, hosting BEO meetings, and working together to ensure every event is a smashing success! guide the guest Be there for your clients, planning their events, and coordinating the details until the day of the party. Actively managing the client relationship both during and after the event with retention efforts to ensure your client comes back year after year. FLEXIBILITY IS KEY Be available to work evenings, weekends, and holidays, especially during our busiest event-packed seasons. BE CAMERA READY Stay connected with the rest of the team on camera! Whether it is for one-on-one coaching sessions or daily meetings, we're committed to fostering the camaraderie of an office for our remote reps. Plus, our clients can pop in at any time so always be ready to showcase your enthusiasm and professionalism. WHO YOU ARE You're a motivated, ambitious individual who's eager to learn and ready to sell our unique spin on bowling entertainment and events. Embracing feedback isn't just a skill, it's something you thrive on to become even greater! You love friendly competition and use that to achieve your KPIs. Your commitment to guest service and your interpersonal skills are on point and combine to turn ordinary events into epic celebrations that everyone will be talking about long after the party's over. Desired Skills: Check out the desired skills below and see if you have what it takes to join our team. Broad knowledge of sales, hospitality, and event planning Proficient in technology including Outlook, Microsoft Teams, and Excel Strong verbal and written communication skills (because to sell the experience, you have to be able to communicate it- effectively ) Feedback driven Time management and organization skills Adaptability REQUIRED: Ability to travel once a year to the national sales conference THE LUCKY STRIKE TEAM: With approximately 350 entertainment destinations spanning North America, our portfolio includes renowned brands like Bowlero, Lucky Strike, AMF, and the Professional Bowlers Association (PBA). As a company, we are committed to diversity, dedicated to our guests, and devoted to making the work-life experience a joy for one another. When work is this much fun, it doesn't feel like work at all. Join our team of over 12,000 associates and experience the fulfillment of being part of the Bowlero family.
    $17k-43k yearly est. 8d ago
  • Water Treatment Sales Representative

    Chem-Aqua, Inc.

    Finance Service Representative Job 32 miles from Hauppauge

    Established, Entrepreneurial, Empowered…Explore the Opportunities! Chem-Aqua - Water Treatment Sales Representative Chem-Aqua is the wholly-owned water treatment subsidiary of NCH Corporation, a privately-owned specialty chemicals, maintenance supplies, and services company with over $1 billion in annual sales. We are seeking top-tier talent to support our growth strategy. We offer an unparalleled training program, uncapped income potential, and a culture that recognizes results yet embraces the importance of work/life balance. Join the Chem-Aqua team, where your initiative and contributions will be noticed and make a difference. The Water Treatment Sales Consultant will be responsible for identifying, developing, and servicing existing and new accounts in the greater White Plains, NY market. They will work closely with our customers to provide water treatment programs tailored to their specific needs. Responsibilities Service existing accounts, obtain orders, and establish new accounts by planning and organizing a daily work schedules to call on existing or potential sales outlets and other trade factors. Development and performance of all sales activities in the assigned territory (i.e. lead generation, cold calling, and appointment setting). Promotion and sales of maintenance services to new and existing Chem-Aqua customers. “Hands-on” servicing of accounts which includes but is not limited to; chemical testing, calibration and repair of chemical feed-related equipment, and visual inspections of systems when necessary. Schedule service and sales calls - includes daily, weekly and monthly reporting Identify new business needs and opportunities, and develop and implement customized solutions for our customers Requirements Must reside in the greater White Plains area. High School Diploma, College Degree Preferred. Experience in water treatment, water hygiene, environmental health and safety, and/or secondary disinfection is preferred, but not required. Demonstrated leadership, organizational, and management skill. Strong communication skills (both written and verbal) with experience working on teams from multiple locations. Strong mechanical aptitude. Knowledgeable in MS Office applications (Word, Excel, and Outlook). MUST be Highly Motivated and a Self-Starter. Perform physical work in an HVAC, cooling towers, or boiler equipment environment requiring exposure to chemicals, noise, hot & cold temperatures, and inclement weather MUST be in good physical ability - the job requires frequent walking to and from the worksite. Valid driver's license and acceptable motor vehicle record (DMV record will be checked) Benefits NCH Corporation offers a full suite of benefits, employee development, and recognition programs. Equal Opportunity Employer We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
    $43k-83k yearly est. 7d ago
  • Mortgage Sales Representative

    Reliance First Capital, LLC 3.7company rating

    Finance Service Representative Job 11 miles from Hauppauge

    Are You a Sales Superstar? Join Our Winning Team! Are you an ambitious, results-driven individual with a passion for sales? Do you thrive in a fast-paced environment where your success is directly rewarded? If so, we want YOU to join our dynamic sales team! What We Offer: Competitive base salary + uncapped commission - your earning potential is in your hands! Comprehensive PAID training and ongoing mentorship to ensure your success. Company provided LEADS daily Career growth opportunities - we promote from within! A vibrant, high-energy work environment with a supportive team culture. Performance-based incentives, bonuses, and rewards. · Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off Why Join Us? This is more than just a job - it's an opportunity to build a lucrative career with a company that values your hard work. If you're looking for a role where effort equals rewards, apply today and start your journey to financial and professional success! Ready to make your mark? Apply now!
    $45k-64k yearly est. 28d ago
  • Brand Sales Representative

    Ny Clark

    Finance Service Representative Job 36 miles from Hauppauge

    We are looking to hire an enthusiastic Brand Sales Representative to be the face and voice of our brand. As a successful candidate, you will increase brand awareness and sales by promoting our products through various media channels. You will work closely with our sales and marketing division to achieve its marketing goals and objectives, such as communicating the value of our products to customers, tracking customer feedback, and representing the brand at launches and events. To excel in this role, you will have excellent communication and networking skills and a strong presence on social media. Previous experience as a brand ambassador or similar role is strongly desired and knowledge of sales and marketing principles. Brand Sales Representative Responsibilities: Familiarize yourself with the company's mission, vision, and goals. Working closely with sales and marketing staff to conceptualize marketing campaigns and strategies. Educating customers, retailers, and distributors about our products. Building rapport with customers and vendors. Monitoring customer feedback and escalating complaints to the marketing department. Tracking customer preferences, metrics, and media campaigns. Representing the company at product launches, events, and trade shows. Brainstorming ideas and participating in training and workshops. Maintaining a positive image of the brand at all times. Brand Sales Representative Requirements: Prior experience in a customer service environment. Excellent verbal and written communication skills. Friendly, approachable, and outgoing personality. Working knowledge of social media platforms and tools. Adaptable with the ability to prioritize tasks. Ability to travel What We Offer: $17.00 - $21.00 Hourly Plus weekly Bonuses and Incentives Flexible work schedules and opportunity to obtain additional hours Advancement opportunities Paid Traveling opportunities Please note: This position is not remote, We currently are NOT looking for social media marketers
    $17-21 hourly 15d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance Service Representative Job 27 miles from Hauppauge

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $94k-167k yearly est. Easy Apply 60d+ ago
  • Part Time Associate Banker Connecticut South (30 Hours)

    Jpmorgan Chase 4.8company rating

    Finance Service Representative Job 27 miles from Hauppauge

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. **Job responsibilities** + Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings + Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements + Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want + Assists clients and the branch team by helping with new account openings when needed + Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of customer service experience + High school diploma or GED equivalent **Preferred qualifications, capabilities, and skills** + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures + Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills + Strong desire and ability to influence, educate, and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Greenwich,CT $25.00 - $28.99 / hour
    $25-29 hourly 60d+ ago
  • College Financial Representative

    Northwestern Mutual 4.5company rating

    Finance Service Representative Job 25 miles from Hauppauge

    *ATTENTION COLLEGE SOPHOMORES, JUNIORS & SENIORS* An internship with Northwestern Mutual- Stamford, Westport, and Fairfield provides students a real world, COLLABORATIVE, CONSULTATIVE, CHALLENGING opportunity. Our interns work hand in hand with credentialed Wealth Management Advisors & clients to establish & build holistic financial plans that help clients achieve short- & long-term financial goals. Financial Representative Interns at Northwestern Mutual - Stamford, Westport, and Fairfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Obtain your Life, Accident & Health License from the state of CT Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, accident, health) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company (2021) Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020 4.75+ million clients and growing $224 billion (retail investment client assets held or managed) Forbes' Best Employers for Diversity (2018-2020) Unsurpassed financial strength Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) YOUR SKILLS · Strong academic performance and active involvement in clubs/organizations · Devoted work ethic · Ability to work both independently, as well as part of a team · Self-motivated, driven, goal-oriented · Sociable, outgoing, enjoys meeting new people LOCATION Stamford, CT United States (Westport + Fairfield roles available too) Work Authorization · US work authorization is required
    $41k-66k yearly est. 28d ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Hauppauge, NY?

The average finance service representative in Hauppauge, NY earns between $36,000 and $120,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Hauppauge, NY

$66,000

What are the biggest employers of Finance Service Representatives in Hauppauge, NY?

The biggest employers of Finance Service Representatives in Hauppauge, NY are:
  1. Teachers Federal Credit Union
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