Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative

$18 - $19 per hour

Pyramid Consulting, Inc

Immediate need for a talented Financial Services Representative . This is 06+ months contract (Possible Extension) opportunity with long-term potential and is located in Troy, NY (Hybrid) . Pay Range: $18- $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Receives and responds to incoming customer/agent/employer inquiries. Communicates with customers, field staff, service centers, internal/external sales support, and other industry companies through oral and written communication. Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a supervisor. Reviews, research, and interprets records and reports to accurately make decisions. Decision making skill necessary for customer contacts. Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action. Performs other duties as requested. 75hrs/day : 38.75hrs/week Key Requirements and Technology Experience: Must have associate or bachelor’s degree. Strong problem-solving skills Basic typing and computer skills Background in customer service, preferred Strong interpersonal and written communications The ability to work within a team and independently. High attention to detail. Our client is a leading Insurance Industry , and we are currently interviewing to fill this and other similar contract positions. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. #J-18808-Ljbffr Pyramid Consulting, Inc

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in Albany, NY vacancy
  •  ...opportunities with a pay increase potential after 6 months Job Summary This position is responsible for providing exposure to both Sales and Service for New York Deferred Compensation Plan. Receives and responds to incoming customer/agent/employer inquiries. Communicates with... 
    Suggested
    Contract work
    Work at office
    Work from home

    Randstad USA

    Albany, NY
    1 day ago
  •  ...Security Analyst The Security Analyst will directly support the New York State Department of Financial Services (DFS) Information Security Program, responsible for ensuring the confidentiality, integrity, and availability of information and safeguarding information... 
    Suggested

    MVP Consulting Inc

    Albany, NY
    23 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual...  ...financial strength and access to the best products and services for our clients.Our Financial Representatives and College Financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Albany, NY
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Albany, NY
    2 days ago
  •  ...Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our...  ...individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial... 
    Suggested
    Flexible hours

    Evolution Financial Group

    Latham, NY
    3 days ago
  • $90.2k

     ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow... 
    Full time
    Local area

    Thrivent Financial

    Albany, NY
    1 day ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading...  ...management and investment products and services for individuals, companies, and...  ...and clients. Our Wealth Management team represents an array of different backgrounds and bring... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Albany, NY
    3 days ago
  •  ...profile data, following standard KYC procedures to open account(s) as appropriate Serve as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon,... 
    Interim role

    Jobtailor

    Albany, NY
    23 hours ago
  • Financial Advisor - Albany, NY page is loaded## Financial Advisor - Albany, NYlocations: NY - Albanytime type: Full timeposted on: Posted...  ...advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and... 
    Local area

    Thrivent Financial

    Albany, NY
    13 hours ago
  • A financial services organization in Albany is seeking a Financial Solutions Consultant to empower clients towards financial independence. The role involves building meaningful relationships, creating personalized financial strategies, and providing ongoing support. Ideal... 

    The Great Giveback

    Albany, NY
    2 days ago
  • $75k

    Entry-Level Financial Representative Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking...  ...individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial... 
    Flexible hours

    Thoroughbred Advisors - National Life Group

    Latham, NY
    4 days ago
  • $20.67 - $31.25 per hour

     ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....  .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    KeyCorp

    Albany, NY
    4 days ago
  • $85.81k - $107.26k

     ...directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and...  ...services to the members of the community and positively represents AmeriCU (i.e. trade & service organizations). Requests and evaluates... 
    Full time
    Temporary work
    Immediate start

    What’s Upstate

    Albany, NY
    23 hours ago
  •  ...is a multifaceted and demanding role that requires a blend of financial acumen, sales ability, relationship management, and regulatory...  ...environment by educating business members about CU’s products and services, while cross‑selling additional commercial offerings. DUTIES... 
    Work at office
    Local area
    Monday to Friday

    First New York

    Albany, NY
    4 days ago
  •  ...the loan process Obtains and analyzes a credit report on the borrower Update job knowledge on types of loans and other financial services Operate in compliance with laws and regulations and adhere to lending compliance guidelines Performs other clerical duties... 
    Live out
    Work at office
    Local area

    Premium Mortgage

    Albany, NY
    23 hours ago
  •  ...At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers...  ..., personalized, high‑quality financial services and products. Our retail division, Community...  ...the appropriate bank product or bank representative. A Teller must adapt well to the... 

    Community Financial System, Inc.

    East Greenbush, NY
    4 days ago
  • $22.82 - $24.82 per hour

     ...then you have come to the right place!Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve... 
    Work at office

    Broadview Federal Credit Union

    Albany, NY
    1 day ago
  •  ...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our...  ..., personalized, high-quality financial services and products. Our retail division, Community...  ...perform duties of a Customer Service Representative as needed Maintain knowledge of daily... 

    Community Financial System, Inc.

    East Greenbush, NY
    4 days ago
  • $20.55 - $34.25 per hour

     ...Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers....  ...relationship and transition to needs to based discussion on financial goalsIdentify financial needs of customers and present all... 
    Hourly pay

    M&T Bank

    Albany, NY
    23 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Albany, NY
    3 days ago
  •  ...customer due diligence and analyzes borrower's industry and company financial information with limited oversite. Prepares spreads, written...  ...success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a... 
    Full time
    Temporary work
    Part time
    Work at office
    Work visa
    Flexible hours

    NBT Bank

    Albany, NY
    2 days ago
  • $80k - $150k

     ...) is dedicated to serving our clients' financial needs through expert advice and personalized...  ...needs. Acts as a client advocate/representative on assembled team. If needed, engages the...  ...Process, Client Experience and Client Service Standards.Employs and maintains a disciplined... 
    Full time
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Albany, NY
    4 days ago
  • At The Great Giveback, we are more than just a financial services provider—we are a mission-driven organization committed to empowering individuals, families, and businesses with tailored financial strategies. Our focus is on fostering growth, innovation, and long‑term... 

    The Great Giveback

    Albany, NY
    2 days ago
  • A mission-driven financial services organization in Albany is seeking a Wealth Management Consultant to build lasting relationships and guide clients toward financial independence. The role involves developing tailored financial strategies, offering product recommendations... 

    The Great Giveback

    Albany, NY
    1 day ago
  •  ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality...  ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Albany, NY
    3 days ago
  •  ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality...  ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Albany, NY
    4 days ago
  • $42.64k - $52.41k

    Overview The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that benefits individuals and supports business. Through engagement, data-driven regulation and policy, and operational excellence, the... 
    Permanent employment
    Work at office
    Night shift

    New York State Department of Financial Services

    Albany, NY
    2 days ago
  • $96.34k - $121.41k

    Position InformationNY HELP: NoAgency: Homeland Security and Emergency Services, Division of Title: Homeland Security Program Analyst 3Occupational Category: Other Professional CareersSalary Grade: 25Bargaining Unit: PS&T - Professional, Scientific, and Technical (PEF)... 
    Permanent employment
    Full time
    Work at office
    Local area
    Remote work

    State of New York, USA

    Albany, NY
    23 hours ago
  • Pyramid Consulting, Inc. is seeking a Financial Services Representative for a 6+ month contract in Troy, NY (Hybrid). The role involves handling inquiries, communicating with multiple stakeholders, and ensuring accurate processing of plan provisions. Requires a degree and... 
    Contract work

    Pyramid Consulting, Inc

    Albany, NY
    1 day ago
  •  ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...  ...plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Albany, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!