Financial Services Specialist Liam Masterson - State Farm AgencyFinancial Services SpecialistGARDEN CITY, NEW YORK$60,000–$120,000 / yearWe are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future. Financial Services Specialist Salary Range $60,000 - $120,000 Established State Farm agency is hiring a Licensed Financial Services Specialist with active Series 65, 6, and/or 63 licenses.
Remote Customer Service Agent | Travel Booker Destination CareersRemote Customer Service Agent | Travel BookerNew York, New YorkRemoteJob Title: Remote Customer Service Agent | Travel Booker About Destination Knot: At Destination Knot , we create stress-free and unforgettable travel experiences for individuals, couples, families, and groups. $30,000 - $55,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Assoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Client Account Manager, OmniChannel and Direct Mail Accounts AmsiveClient Account Manager, OmniChannel and Direct Mail AccountsNew York, NYRemoteThis is a REMOTE position, as such you must be located in the United States and will be required to work Eastern or Central time zones What we are looking for: Amsive is hiring an Account Manager, Customer Experience , with prior experience in omnichannel marketing with a focus on Direct Mail campaigns . 2-4+ years of experience managing omnichannel marketing programs across Direct Mail, Email, SEO, SEM, and paid media channels such as CTV and Linear TV.
Senior Client Solutions Manager, Brands & Agencies Jun Group Productions LLCSenior Client Solutions Manager, Brands & AgenciesNew York, NY$85,000–$100,000 / yearAs part of Verve, we've unified the company's demand-side offering, bringing together the largest on-site search intent dataset outside of walled gardens, direct SDK integrations with top apps, alongside data partnerships with 3M+ websites and LLMs. With 30 offices across the globe and with an eye on servicing forward-thinking advertising customers, Verve's solutions are trusted by more than 90 of the United States' top 100 advertisers, 4,000 publishers globally, and the world's top demand-side platforms.
Client Solutions Manager, Curation Jun Group Productions LLCClient Solutions Manager, CurationNew York, NY$65,000–$85,000 / yearAs part of Verve, we've unified the company's demand-side offering, bringing together the largest on-site search intent dataset outside of walled gardens, direct SDK integrations with top apps, alongside data partnerships with 3M+ websites and LLMs. With 30 offices across the globe and with an eye on servicing forward-thinking advertising customers, Verve's solutions are trusted by more than 90 of the United States' top 100 advertisers, 4,000 publishers globally, and the world's top demand-side platforms.
Client Solutions Manager, Brands & Agencies Jun Group Productions LLCClient Solutions Manager, Brands & AgenciesNew York, NY$65,000–$85,000 / yearAs part of Verve, we've unified the company's demand-side offering, bringing together the largest on-site search intent dataset outside of walled gardens, direct SDK integrations with top apps, alongside data partnerships with 3M+ websites and LLMs. With 30 offices across the globe and with an eye on servicing forward-thinking advertising customers, Verve's solutions are trusted by more than 90 of the United States' top 100 advertisers, 4,000 publishers globally, and the world's top demand-side platforms.
Service Account Manager Trane TechnologiesService Account ManagerPine Brook, New JerseyConsultative Selling: Forming trusting relationships with clients and allowing them to communicate their requirements and desires then offering solutions that provide value and meet their needs and seeks out development opportunities and new knowledge about products, services, competitors, and technologies relevant to customers and the business. Prioritization: Prioritizing workload and resources, such as allocating resources to customers based on their point in the sales cycle and manage client timelines to proactively sell, renew, and/or expand service agreements at appropriate times for the customer and the internal team.
Senior Credit Underwriter - Metals & Chemicals, Institutional Client Group US BankSenior Credit Underwriter - Metals & Chemicals, Institutional Client GroupNew York, NY$159,970–$188,200 / yearThey partner with Relationship Managers on Middle Market and Corporate Banking credit relationships to evaluate, structure, approve, and close new relationships and retain/expand relationships with existing customers while maintaining disciplined adherence to the Bank's credit policies and risk appetite. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Sales and Service Banker, West Caldwell, NJ Santander USSales and Service Banker, West Caldwell, NJWest Caldwell, NJSales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
NewSales and Service Banker, Convery Boulevard, Perth Amboy, NJ Santander USSales and Service Banker, Convery Boulevard, Perth Amboy, NJPerth Amboy, NJSales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
Sales and Service Banker, Piscataway, NJ Santander USSales and Service Banker, Piscataway, NJPiscataway, NJSales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
NewSales and Service Banker, Williston Park, Long Island, NY Santander USSales and Service Banker, Williston Park, Long Island, NYWilliston Park, NYSales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
AVP, Client Onboarding - Prime Brokerage Michael Page InternationalAVP, Client Onboarding - Prime BrokerageNew York, New York$100,000–$135,000 / yearFull timeManage full lifecycle onboarding projects across prime brokerage, clearing, custody, and financing services. Partner with cross-functional teams including Product, Operations, Technology, Legal, Compliance, and Risk.
Customer Success Manager ABConsulting BK NYCCustomer Success ManagerBrooklyn, New YorkYou'll be the primary point of contact after the sale, ensuring customers are successfully onboarded, building strong relationships, and creating an outstanding client experience from day one. 2+ years of experience in Customer Success, Account Management, Relationship Management, Client Services, Project Coordination, or a similar client-facing role.
Manager, Private Equity Accounting SS&CManager, Private Equity AccountingNew York, New YorkReview client deliverables, including, but not limited to: realized and unrealized gains/losses, management fees, investor allocations, investment data and partner’s capital allocations. Join a leadership role where you’ll drive the delivery of high-quality fund administration services for private equity clients, overseeing onboarding, financial reporting, and audit processes from end to end.
Senior Legal Services Specialist II National Western Life Insurance CompanySenior Legal Services Specialist IINew York, NY$70,000–$80,000 / yearIf you enjoy providing legal, regulatory, and compliance support, partnering with internal legal counsel and business partners, and having an impact on a company's growth strategy with your expertise and energy, this role is for you. Provide assistance to business units regarding the interpretation and application of legal documents, policy provisions, contracts, and state regulatory requirements, under the direction of Legal Services leadership.
Service Manager Morgan StanleyService ManagerGarden City, NY$120,000–$165,000 / yearLead, mentor, and supervise a team of Service Associates & Receptionists, including conducting one on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities, and team building with direct reports • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Manager, Private Equity Fund Accounting (Hybrid) SEIManager, Private Equity Fund Accounting (Hybrid)New York, NY$105,000–$160,000 / yearSEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. You will lead the delegation of funds, coordinate/onboard new fund set ups, serve as a liaison between clients and internals teams, and work closely with all parties to provide accurate and thorough accounting packages.
Citation XLS Client Aviation Manager - Morristown, NJ Solairus AviationCitation XLS Client Aviation Manager - Morristown, NJMorristown, New JerseyFull timeSolicits the Client Responsible Officer’s input and/or approval for all operational, personnel, and administrative issues of a substantive nature; Notifies the applicable Client Responsible Officer of anticipated needs for pilot relief. Join a hardworking team who strive to safely and professionally meet the travel needs of our clients while adhering to Solairus’ unique culture of service, safety, and integrity.