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• Fidelity Investments

  

  Client Support Specialist - Greater Tri- State Area (REMOTE)

  6 months ago

  New York

  To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. * Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, * Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Series 7 required * Series 63 preferred (paid training & support provided) * 2-3 years of previous experience working in the financial services industry * Strong technological savvy and comfort with learning how to use new tools * You have a broad-based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Ability to effectively influence others and use consultative skills to enrich the customer experience Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 63 - FINRACustomer Service, Relationship Management, Sales

• BMO Financial

  

  Senior Associate, Interest Rate Derivatives Trade Desk Support

  4 days ago

  New York

  Application Deadline: 03/06/2026 Address: 151 W 42nd Street Job Family Group: Customer Shared Services Accountable for the execution of assigned FICC Trade Support activities for various products and processes that require specialized handling and skills applying in-depth product knowledge. Support the introduction of new products, technology or processes. Develop and maintain excellent working relationships with Capital Markets Trading Products desk, Product Operations personnel and other stakeholder groups. Ensure adherence to related regulatory and Bank policies and procedures (P&Ps). Analyze and advise on the implications of new product introductions and change initiatives. Product & Process Risk & Control Business Performance Management A. Product & Process • Accountable for the execution of assigned on-desk trade support activities in a timely, accurate and efficient basis., • Book, validate and amend trades, affirm and allocate trades (Markitwire), review trade discrepancies and follow up with clients, perform PnL, Risk, trade and position reconciliations, • In depth knowledge of the following products: Interest Rates Swaps, Inflation Swaps, Swaptions, CapFloors, Futures, Bonds, • Support the resolution of discrepancies/exceptions, escalating to management as required., • Support the introduction of new products, technology or processes that are in line with Business Partner initiatives participating in the analysis, testing and implementation activities., • Work closely with internal and external stakeholders in support of FICC Trade Support Activities., • Participate in various stakeholder forums (Project Delivery/ Technology/ Regulatory/ Risk) in support of FICC Trade Support Activities., • Compile risk metrics for management. B. Risk & Control • Identify potential risk situations within the scope of FICC Trade Support activities, escalating to management as required., • Ensure adherence to directives, internal processes and internal approvals to mitigate risk to the Bank, • Understand regulatory and compliance requirements as prescribed for the business unit to ensure adherence as required., • Ensure adherence to all aspects of First Principles, Our Code of Business Conduct and Ethics Corporate Policy, as well as all applicable legislation, regulatory rules and requirements, and Bank standards, policies and procedures (P&Ps) for such things as potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities., • Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps., • Contribute to testing and updating of contingency planning to support the business and maintain continuity of critical processes throughout a contingency event., • Contribute to ensuring all procedures/ standards of team(s) are documented and regularly reviewed and updated as needed in accordance with market best practise guidelines and industry regulations. C. Business Performance Management • Identify opportunities to improve the operational effectiveness of assigned day-to-day FICC Trade Support activities., • Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support., • Develop excellent working relationships with Capital Markets Trading Products desks, Product Operations and other stakeholder groups ensuring we have a global view across the business., • Align individual performance goals to the team., • Demonstrate behaviors that are consistent with “Being BMO”. Knowledge and Skills • 7+ years of business-related experience in the financial services industry, • University Degree/College Diploma in related discipline, • Strong knowledge and understanding of a range of Financial Products including: Interest Rate Derivatives, US Treasuries, Swaptions, CapFloors, Futures, etc., • Knowledge of Financial Markets and Regulatory oversight bodies, • Strong written and oral communication skills, • Ability to work under tight deadlines independently or in a team-based environment, • Strong investigation and problem-solving skills and attention to details, • Demonstrates analytical thinking and sound judgement when making decisions, • Good organizational skills, highly motivated and adaptable to a changing business environment, • Good understanding of business unit’s risk and regulatory requirements, • Good understanding of internal business partner’s business, services and organization, • Knowledge of departmental systems and applications supporting a range of Financial Products, • Advanced Microsoft Office skills particularly in Excel, • Calypso would be an asset, • Markitwire would be an asset Salary: $81,400.00 - $151,800.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

• Year Up United

  

  Customer Service Fundamentals JOB Training Opportunity

  3 days ago

  New York

  Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking, • IT Support, • Investment Operations, • Data Analytics, • Project Management, • Network Security & Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

• Year Up United

  

  Customer Service Fundamentals Career Training Opportunity

  3 days ago

  New York

  Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Application Development, • Business Operations, • Banking, • IT Support, • Investment Operations, • Data Analytics, • Project Management, • Network Security & Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

• GL1

  

  Customer Service - Work from Home $45 per hour

  9 months ago

  New York

  Telecommute (you can work from home, work or school). Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or sea

• NowThis

  

  Account Manager

  6 days ago

  New York

  About NowThis NowThis is redefining media for a new generation, leading the charge as a digital-first brand that resonates with over 98 million people globally each month. NowThis…is GenZTV. We’re transforming scrolling to tuning in, by reinventing destination viewing through bingeable, social-first content that meets our audiences on the platforms where they live. The Role NowThis is seeking a proactive, detail-oriented Senior Account Manager or Account Manager to support the execution and management of branded partnerships across our social and digital platforms. Reporting to the Director of Account Management, this role serves as the day-to-day lead across assigned accounts, acting as a centralized hub across Sales, Creative, Production, Analytics, and external client teams. You will drive operational excellence throughout the campaign lifecycle while maintaining high levels of client engagement, satisfaction, and long-term partnership growth. The ideal candidate is an organized project manager and confident communicator with a strong understanding of digital media and campaign performance. You thrive in fast-paced environments, anticipate challenges before they arise, and approach every program with both executional rigor and future renewals in mind. Key Responsibilities Campaign Execution & Management • Lead day-to-day management of branded content campaigns from post-sale kickoff through final reporting, • Ensure campaigns launch on time, within scope, and align with sold deliverables and client objectives, • Develop and manage timelines, deliverables, trackers, and internal documentation, • Coordinate cross-functional teams (Creative, Production, Editorial, Talent, Social, Analytics) to ensure smooth execution, • Serve as the primary post-sale point of contact for clients and agency partners, • Build trusted relationships through consistent communication, responsiveness, and strategic guidance, • Lead client kickoffs, status calls, performance reviews, and key milestone meetings, • Develop polished client-facing materials that clearly outline campaign goals, performance, and next steps, • Maintain a strong understanding of digital media performance metrics and media math; experience with paid amplification is a plus, • Partner with Analytics lead to translate performance data into actionable insights and compelling narratives, • Deliver timely, comprehensive campaign wrap reports with forward-looking recommendations, • Partner closely with Sales to ensure seamless pre-sale to post-sale transitions, • Act as a central point of organization across internal teams, ensuring clarity around briefs, timelines, and deliverables, • Contribute ideas that improve processes, reporting frameworks, and overall operational efficiency, • Support the continued evolution and scaling of the Account Management function What Success Looks Like • Campaigns are executed flawlessly, on time, and aligned with client goals, • Clients view you as a reliable, strategic partner invested in their long-term success, • Performance reporting is clear, insightful, and drives meaningful next steps, • Renewal and growth opportunities are consistently identified and supported, • Internal teams experience strong organization, accountability, and collaboration, • You contribute positively to a high-performing, growth-oriented culture Qualifications • 4+ years of experience in account management or client services at a digital media company, agency, or in branded content environments, • Proven experience managing social first campaigns in post-sale execution from kickoff through reporting, • Successful track record working with large, premium accounts in a client facing setting, • Strong understanding of performance metrics, brand lift studies and measuring campaign success, • Excellent project management and organizational skills with strong attention to detail, • Confident communicator with strong written, verbal, and presentation skills, • Ability to manage multiple stakeholders and competing priorities in a fast-paced environment, • Proactive, collaborative, and solutions-oriented mindset

• Scanavo

  

  Account Manager - Video Games

  6 days ago

  New York

  Company Description At Scanavo, we live and breathe fandom. As an industry leader in collectibles, we partner with top-tier game publishers, legendary Hollywood studios, and global retailers to create premium products that fans love. Our brands – SteelBook®, ICONART™, and more – are synonymous with quality, creativity, and innovation. If you’re passionate about gaming and entertainment, this is where your fandom meets your career. Role: Account Manager – Video Games Are you ready to turn your love for video games into a powerhouse career? Based in our vibrant Manhattan office, as Account Manager, you’ll be part of a growing Video Games team, over time own relationships with major gaming and retail partners, exceeding sales goals, and unlocking new business opportunities. You’ll collaborate with creative teams, shape strategies, and keep your finger on the pulse of gaming trends. Expect travel (25%) to meet partners and experience the excitement first-hand. You will report to our SVP of Sales and Operations. What You’ll Do • Lead and grow key gaming accounts while hunting for new opportunities., • Develop winning sales strategies and deliver results that exceed expectations., • Dive deep into competitive and market research to stay ahead of the curve., • Work cross-functionally with global teams to bring fandom-driven products to life. What We’re Looking For • Experience: account management or B2B sales experience., • Negotiator Extraordinaire: Skilled at closing complex deals., • Adaptable: Thrive in fast-paced, ever-changing environments., • Growth Mindset: Proven ability to drive new business and hit ambitious targets., • Communication Pro: Confident presenter to senior leadership., • Tech-Savvy: Excel, PowerPoint, Word, SharePoint (Co-Pilot is a bonus)., • Education: Bachelor’s degree., • Requirements: US work permit and fluency in English. Bonus Points • A passion for video games, films and pop culture., • Creative thinker with a collaborative spirit., • Experience in both start-up and established business environments. Life at Scanavo Modern office. Fun, fandom-fuelled culture. Regular in-office activities. Travel opportunities. If you love gaming and entertainment, you’ll feel right at home. How to Apply Ready to level up your career? Send your CV and cover letter to and join us in creating the future fan experiences.

• The Value Builders

  

  Account Manager - Managed Markets

  6 days ago

  New York

  Account Manager - Market Access/ Managed Markets/ Payer Salary: $60K - $75K About Us: We are The Value Builders The Value Builders, A Bloc Agency, go beyond what's expected to provide the best customer service for clients, which in turn gets passed on to payers, patients, and providers. Our number 1 goal is to ensure the time our clients spend with us is the best part of their day. We're here to be great for you as we strive to do good together. Role: At The Value Builders, an Account Manager is responsible for managing and coordinating client projects from inception through completion. You’ll oversee estimates and budgets while establishing timelines and meeting schedules for the team. You’re eager to learn and absorb things like a sponge. Responsibilities: • Work with supervisor to prepare status reports and contact reports for internal and client distribution, • Monitor and follow up with all aspects of tactical development, • Communicate appropriate client direction to the creative team for project implementation, • Develop and maintain production plans and timelines for the agency team, • Prepare estimates and approve all invoices for jobs, circulating to the client for appropriate approvals, • Regularly track budgets and ensure accurate monthly billing, • Assist in creating agency POVs and help prepare for client presentations, • Participate in the creative development process by attending creative meetings, coordinating activities and providing feedback for revisions when necessary • Maintain and update competitive materials, providing updates and implications to internal and client team as appropriate • Develop good working relationships with agency team members and client departments (i.e., regulatory, production, editorial). • Begin to mentor junior account staff, providing support when needed, • Ensure adherence to internal agency policies and procedures Requirements • Bachelor’s degree required in a relevant field, • 2+ years Agency or related healthcare/pharmaceutical experience required, • Market Access experience preferred, • Demonstrate strong problem-solving skills, • Strong writing and effective communication skills, • Ability to work well within a team, • Strong organizational and multi-tasking skills The Bloc provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.