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

Financial Services Representative and Counselor

$55k

FORDHAM University

Financial Services Representative and Counselor Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its nine colleges and schools. It has residential campuses in the Bronx and Manhattan, a campus in West Harrison, N.Y., the Louis Calder Center Biological Field Station in Armonk, N.Y., and the London Centre in the United Kingdom. The University offers a comprehensive benefits package that includes medical, dental, and vision insurance; flexible spending accounts; retirement plans; life insurance; short and long-term disability; employee assistance program ( EAP ); tuition remission; and generous time off. Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education. Title of Position Title of Position Financial Services Representative and Counselor Reporting to the Campus Director for Student Financial Services, the Financial Services Representative and Counselor counsels students and families regarding all aspects of financial aid and payment options through various means of communication such as in-person, by telephone, by email, etc. The Financial Services Representative and Counselor provides administrative effectiveness and financial aid services, through an emphasis on individual attention to students and high-quality customer service. This position will require some evening and weekend hours, as well as travel to other Fordham University campuses. Essential Functions Advises families and students on how to pay for a university education, including all sources of assistance and the delivery system for financial aid. Takes responsibility for the marketing and formulation of individual payment plans, i.e., monthly payment plans and alternative loan options. Works with enrolled students to monitor progress through the payment process. Serves in all areas of financial services and financial aid administration, including but not limited to the counseling of students and parents, processing of applications, packaging, and facilitating the use of financing options. Administers specified financial services procedures and programs and supports compliance with procedures for all programs. Essential Functions Note This list is not intended to be an exhaustive list. The University may assign additional related duties as necessary. Management Responsibilities Not responsible for supervision or oversight of others. Additional Functions Supports compliance with procedures for all programs. Assists with development of computer programs and reports to support functions, as well as implementing and testing of updated software. Interacts with other University offices. Performs Financial Aid, Financing and Admission presentations Participates in professional development workshops. Assumes other tasks as assigned. Required Qualifications: Education and Experience High School Degree or equivalent. Minimum of 1 year of relevant experience. Required Qualifications: Knowledge and Skills Proven Administrative skills. Effective oral presentation skills. Demonstrated excellence in customer service skills. Preferred Qualifications Minimum 3 years diverse experience in either financial aid administration or related field. Experience in customer-oriented or consumer credit financing. Knowledge of Microsoft Word, Excel and financial aid software. Minimum Starting Salary Minimum Starting Salary $55,000 Maximum Starting Salary Maximum Starting Salary $60,000 Note Note Salary is commensurate with qualifications, experience, and skills. Is this a Union position? Is this a Union position? No Posting Number Posting Number A1144P Number of Vacancies Number of Vacancies 1 Start Date Start Date ASAP Posting Date Posting Date 09/15/2026 Special Instructions EEO Statement Fordham University is committed to excellence and welcomes candidates of all backgrounds. Fordham University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Physical Activity and Work Environment Physical Activity Sitting Often Repetitive Hand Motion (such as typing) Repetitive Hand Motion (such as typing) Often Hearing, Listening, Talking Often Standing Standing Seldom Walking Walking Seldom Running Running Not Required Bending, Stooping, Kneeling, squatting, Crouching, Crawling Bending, Stooping, Kneeling, squatting, Crouching, Crawling Not Required Climbing stairs Seldom Climbing ladders Climbing ladders Not Required Reaching overhead Reaching overhead Seldom Pulling, pushing Pulling, pushing Not Required Shoveling Shoveling Not Required Lifting – up to 20 pounds Lifting – up to 20 pounds Seldom Lifting – up to 50 pounds Lifting – up to 50 pounds Not Required Lifting – over 50 pounds Not Required Work Environment Office Environment: Employees are protected from weather conditions or contaminants, but not necessarily occasional temperature changes. Documents Needed to Apply Required Documents Resume Cover Letter Optional Documents Supplemental questions you will be required to answer on the application (No action is needed on this page) Required fields are indicated with an asterisk (*). * Do you have a High School Diploma or equivalent? Yes No * Do you have a minimum of 1 year of relevant work experience? Yes No #J-18808-Ljbffr FORDHAM University

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative and Counselor in New York, NY vacancy
  •  ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth...  ...required · Minimum of 1 year of experience in the Financial Services industry · Active LAH required – SIE, Series 7 & 66... 
    Suggested
    Full time

    Fifth Avenue Financial

    New York, NY
    2 days ago
  •  ...Financial Services Representative 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... 
    Suggested
    Full time
    Work experience placement

    Barnum Financial Group

    New York, NY
    3 days ago
  • $15 - $19 per hour

    The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection... 
    Suggested
    Hourly pay
    Work at office
    Local area
    Shift work

    World Finance Company of Georgia, LLC

    New York, NY
    3 days ago
  • $55k

     ...knowledge of and commitment to the goals of Jesuit Education. Title of Position Reporting to the Campus Director, the Financial Services Representative/Counselor counsels’ students and families regarding all aspects of financial aid and payment options through various... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    FORDHAM University

    New York, NY
    2 days ago
  •  ...consultative, empathetic, and personalized service approach in person and over the phone....  ...identifying opportunities and making financial product and service recommendations to...  ...lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months... 
    Suggested
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    Global Credit Union

    New York, NY
    3 days ago
  • As a Customer Service Representative at Community Choice Financial Family of Brands, you will be the first point of contact for customers seeking support with personal loans, retail financing, and insurance products. Working in the Banking, Insurance & Investment industry... 

    Community Choice Financial Family of Brands

    New York, NY
    1 day ago
  • A leading insurance agency located in New York is looking for a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide investment options to a diverse clientele. The ideal candidate will have a strong knowledge... 

    State Farm Agent

    New York, NY
    2 days ago
  • $15 - $18 per hour

     ...of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services... 
    Hourly pay
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    WAC-TX WFC Limited Partnership

    New York, NY
    22 hours ago
  • $21 - $24 per hour

     ...Now Hiring - Patient Financial Services Representative Upper East Side/NYC, NY East River Medical Imaging (ERMI) is an independent radiology center serving patients and referring providers for over four decades. With locations on Manhattan's Upper East Side and White... 
    Work at office
    Immediate start

    East River Medical Imaging, PC

    New York, NY
    2 days ago
  •  ...Are you a motivated, sales-driven professional looking for a long-term career opportunity. We are looking for a Remote Sales Representative to join our State Farm team. This is a full-time, work-from-home opportunity. RESPONSIBILITIES: Work remotely while handling... 
    Full time
    Remote work
    Work from home

    Mariano Oliveri - State Farm Agent

    New York, NY
    2 days ago
  • $30k - $75k

    Financial Services Representative - State Farm Agent Team Member Full Time in Watkinsville, GA Benefits Simple IRA Life insurance Bonus based on performance Opportunity for advancement Paid time off Competitive salary Flexible schedule Training & development As... 
    Full time
    Flexible hours

    Paullavelle

    New York, NY
    22 hours ago
  • $50k - $80k

    Position: Financial Services Representative - State Farm Agent Team Member Location: Full Time in Newburgh, NY Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If yes, consider a career working for a State Farm independent... 
    Full time
    For contractors
    Flexible hours

    Wyatt Savage

    New York, NY
    4 days ago
  •  ...verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning...  ...forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid applications... 
    Full time
    Work experience placement
    Shift work
    Weekend work

    Montefiore Hudson Valley Collaborative

    New York, NY
    2 days ago
  •  ...will also help acquire new clients through referrals and internal/external sources. The role requires compliance with banking regulations, weekend/evening hours, and a strong emphasis on customer education and financial empowerment. #J-18808-Ljbffr JPMorgan Chase & Co.
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  •  ...All Financial Freedom is seeking a motivated Client Service Specialist to support individuals and families in making informed financial decisions. You’ll meet clients via scheduled virtual appointments, educate them on financial strategies, and connect them with suitable... 
    Remote work

    All Financial Freedom

    New York, NY
    4 days ago
  • $110k - $125k

    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... 
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    2 days ago
  •  ...Allstate Financial Specialist Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support...  ...Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Professional... 
    For contractors
    Work at office

    Allstate Insurance Company

    New York, NY
    4 days ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern...  ...the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping... 
    Local area

    Modern Woodmen of America

    New York, NY
    4 days ago
  •  ...® magazine, has helped clients achieve financial security for more than 150 years. The company...  ...products, and advisory products and services. Job Description A Career with a...  ...develop a successful practice as a financial representative including: Developing your business... 
    Full time
    Work experience placement

    Northwestern Mutual – NYC

    New York, NY
    22 hours ago
  • $16.61 per hour

     ...Senture is looking for a Federal Financial Customer Service Representative fluent in Spanish to provide exceptional customer support remotely. Candidates will handle inbound and outbound calls, document customer inquiries, and adhere to client-specific guidelines. This... 
    Hourly pay
    Remote work

    Senture

    New York, NY
    3 days ago
  • $89k - $115k

     ...consolidated revenue reporting, forecasting, backlog analysis, and financial planning activities across a complex, multi-system environment...  ...forecasting and backlog analysis within a professional-services or project-based business model. Analyze revenue trends, forecast... 
    Minimum wage
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Oliver Wyman

    New York, NY
    22 hours ago
  •  ...trillion may change hands in the United States over the next few decades, presenting a unique opportunity to establish financial planning and advisory services for business owners who are Baby Boomers or members of older generations. \n \n Some wealth will pass through... 
    Contract work

    Northwestern Mutual

    New York, NY
    3 days ago
  • $110k - $120k

     ...Credit FP&A Analyst to its team. The role involves supporting financial planning, performance analysis, and strategic decision-making...  ...degree with a GPA of 3.5+ ~2-3 years of experience in financial services ~ Strong Microsoft Excel skills, including macros and pivot... 

    Landing Point

    New York, NY
    4 days ago
  • $35k - $65k

     ...at CMI Media GroupThe Associate Analyst, Client Finance will support the Client Finance team to ensure the highest quality of financial service to our clients. In collaboration with Client Finance team members, provide support of clients’ financial management, including... 

    CMI Media and Compas

    New York, NY
    3 days ago
  •  ...great team! Mid Penn Bank is currently hiring a Full Time Senior Financial Center Associate (Senior Teller) to join our team in Malvern,...  ...financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines.... 
    Extra income
    Full time
    Work experience placement
    Currently hiring
    Work at office
    Work visa
    Flexible hours

    Mid Penn Bancorp

    New York, NY
    4 days ago
  • Bank of America is seeking a client-focused financial advisor to help clients reach their financial goals through customized planning and brokerage services. You will review goals, build financial plans, and recommend appropriate investment and banking solutions while... 

    Bank of America

    New York, NY
    22 hours ago
  • Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training... 

    Bank of America

    New York, NY
    2 days ago
  • A financial services organization is looking for motivated individuals to deliver structured financial education and support clients through a standardized engagement process. No prior experience is required, as comprehensive training and licensing support are provided... 
    Remote job
    Flexible hours

    All Financial Freedom

    New York, NY
    3 days ago
  • Aegon UK Corporate Services Ltd is seeking a Customer Consultant to handle inbound and outbound calls, delivering first-class service and promoting suitable financial products. This permanent full-time role is remote with attendance for identity checks as required. You’... 
    Remote job
    Permanent employment
    Full time

    Aegon UK Corporate Services Ltd

    New York, NY
    4 days ago
  • An exciting opportunity awaits you with a forward-thinking independent contractor agent. As a Financial Services Representative, you will engage with the community, fostering customer relationships and providing tailored insurance solutions. This role offers a dynamic work... 
    For contractors
    Flexible hours

    Wyatt Savage

    New York, NY
    3 days ago

Do you want to receive more vacancies?

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